Old Bridge Focused Fund Direct Growth

Old Bridge Focused Fund Direct Growth

1M
6M
1Y
All
NAV: 20 May '26
₹12.91
Min. for SIP
₹2,500
Fund size (AUM)
₹2,905.70 Cr
Expense ratio
0.91%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,513
+3.42%
6 months₹30,000₹30,861
+2.87%
1 year₹60,000₹63,017
+5.03%

Holdings (23)

NameSectorInstrumentsAssets
Shriram Finance LtdFinancialEquity6.78%
Aurobindo Pharma Ltd.HealthcareEquity5.71%
Maruti Suzuki India Ltd.AutomobileEquity4.58%
Bharti Airtel Ltd.CommunicationEquity4.48%
Axis Bank Ltd.FinancialEquity4.47%
Tata Steel Ltd.Metals & MiningEquity4.18%
Alivus Life Sciences LtdHealthcareEquity4.15%
Redington Ltd.ServicesEquity4.05%
Hindustan Zinc Ltd.Metals & MiningEquity4.02%
Radico Khaitan Ltd.Consumer StaplesEquity3.98%
Granules India Ltd.HealthcareEquity3.95%
Ramkrishna Forgings Ltd.Metals & MiningEquity3.90%
Prestige Estates Projects Ltd.ConstructionEquity3.87%
UPL Ltd.ChemicalsEquity3.68%
Hindalco Industries Ltd.Metals & MiningEquity3.54%
Indian Energy Exchange Ltd.ServicesEquity3.49%
Interglobe Aviation Ltd.ServicesEquity3.43%
Kaveri Seed Company Ltd.Consumer StaplesEquity3.42%
The Great Eastern Shipping Company Ltd.EnergyEquity3.07%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity2.47%
United Foodbrands Ltd.ServicesEquity1.67%
Medi Assist Healthcare Services Ltd.ServicesEquity1.29%
Antony Waste Handling Cell Ltd.ServicesEquity1.16%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹2,500

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+1.7%+2.6%+5.9%+28.5%
Category average (Equity Flexi Cap)----+2.2%--
Rank (Equity Flexi Cap)8211--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
JM Flexicap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan Growth
-1.79%+19.56%5,040.51
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+5.38%+18.98%5,405.12
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
+0.43%+18.78%1,00,479.23
Parag Parikh Flexi Cap Fund Direct Growth
Parag Parikh Flexi Cap Fund Direct Growth
+1.23%+16.90%1,40,949.13
Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth
-3.63%+15.74%19,049.25
Compare

Fund management

TA
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

KA
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.

About Old Bridge Focused Fund Direct Growth

Old Bridge Focused Fund Direct Growth is a Equity Mutual Fund Scheme launched by Old Bridge Mutual Fund. This scheme was made available to investors on 01 Sep 2023. Tarang Agrawal is the Current Fund Manager of Old Bridge Focused Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹3,212 Cr and the Latest NAV as of 20 May 2026 is ₹12.91. The Old Bridge Focused Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹2,500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 365 days. ;

Investment Objective

The scheme seeks to generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).
Fund benchmarkBSE 500 Total Return Index

Fund house

Rank (total assets)--
Total AUM₹3,211.70 Cr
Date of Incorporation01 Sep 2023
Launch Date01 Sep 2023
Address1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,