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| NAV: 18 Jul 2025 | ₹12.30 |
| Min. SIP amount | ₹2,500 |
| Rating | NA |
| Fund size | ₹1,909.03Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Redington Ltd. | Services | Equity | 6.33% |
Bharti Airtel Ltd. | Communication | Equity | 5.58% |
Prestige Estates Projects Ltd. | Construction | Equity | 5.24% |
UPL Ltd. | Chemicals | Equity | 5.13% |
Maruti Suzuki India Ltd. | Automobile | Equity | 5.06% |
Shriram Finance Ltd | Financial | Equity | 5.03% |
Interglobe Aviation Ltd. | Services | Equity | 4.76% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 4.72% |
HCL Technologies Ltd. | Technology | Equity | 4.72% |
Indian Energy Exchange Ltd. | Services | Equity | 4.64% |
Tata Steel Ltd. | Metals & Mining | Equity | 4.55% |
Kaveri Seed Company Ltd. | Consumer Staples | Equity | 4.18% |
Granules India Ltd. | Healthcare | Equity | 4.10% |
Infosys Ltd. | Technology | Equity | 3.86% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 3.60% |
Ramkrishna Forgings Ltd. | Metals & Mining | Equity | 3.07% |
Marksans Pharma Ltd. | Healthcare | Equity | 2.96% |
Radico Khaitan Ltd. | Consumer Staples | Equity | 2.93% |
The Great Eastern Shipping Company Ltd. | Energy | Equity | 2.90% |
Antony Waste Handling Cell Ltd. | Services | Equity | 2.28% |
Barbeque-Nation Hospitality Ltd. | Services | Equity | 2.24% |
Restaurant Brands Asia Ltd. | Services | Equity | 2.16% |
Alivus Life Sciences Ltd | Healthcare | Equity | 2.10% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹2,500 |
Returns and rankings
Category: Equity Flexi Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | 11.4% | 7.5% | 6.7% | 22.4% |
| Category average | NA | NA | 0.9% | NA |
| Rank with in category | 45 | 18 | 20 | NA |
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Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | 4 | -6.1% | 27.2% | 6,143.77 |
HDFC Flexi Cap Direct Plan Growth | 5 | 7.0% | 26.4% | 79,584.54 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 9.5% | 24.6% | 1,10,392.32 |
HSBC Flexi Cap Fund Direct Growth | 4 | 3.2% | 23.9% | 5,169.21 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 2.8% | 22.8% | 19,364.97 |
Expense ratio, exit load and tax
Expense ratio: 1.04%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Kenneth AndradeJan 2024 - PresentView details
Kenneth Andrade
Jan 2024 - Present
View details
Education
Mr. Andrade is a B.Com (H) from Mumbai University.
Experience
He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
Also manages these schemes
Tarang AgrawalJan 2024 - PresentView details
Tarang Agrawal
Jan 2024 - Present
View details
Education
Mr. Agrawal has done B.Com and CFA
Experience
Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051
Phone
02269459999
Launch Date
01 Sep 2023
E-mail
www.oldbridgemf.com
Old Bridge Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comCompare funds
Old Bridge Focused Fund Direct Growth
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