Name	Sector	Instruments	Assets
Shriram Finance Ltd	Financial	Equity	8.68%
HCL Technologies Ltd.	Technology	Equity	7.41%
Maruti Suzuki India Ltd.	Automobile	Equity	5.43%
Redington Ltd.	Services	Equity	5.22%
Aurobindo Pharma Ltd.	Healthcare	Equity	4.97%
UPL Ltd.	Chemicals	Equity	4.91%
Hindustan Zinc Ltd.	Metals & Mining	Equity	4.69%
Bharti Airtel Ltd.	Communication	Equity	4.66%
Interglobe Aviation Ltd.	Services	Equity	4.38%
Tata Steel Ltd.	Metals & Mining	Equity	4.09%
Prestige Estates Projects Ltd.	Construction	Equity	4.02%
Granules India Ltd.	Healthcare	Equity	3.95%
Axis Bank Ltd.	Financial	Equity	3.71%
Hindalco Industries Ltd.	Metals & Mining	Equity	3.67%
Alivus Life Sciences Ltd	Healthcare	Equity	3.59%
Radico Khaitan Ltd.	Consumer Staples	Equity	3.48%
Indian Energy Exchange Ltd.	Services	Equity	3.19%
Kaveri Seed Company Ltd.	Consumer Staples	Equity	2.82%
Ramkrishna Forgings Ltd.	Metals & Mining	Equity	2.77%
The Great Eastern Shipping Company Ltd.	Energy	Equity	2.67%
Restaurant Brands Asia Ltd.	Services	Equity	1.32%
Antony Waste Handling Cell Ltd.	Services	Equity	1.30%
Medi Assist Healthcare Services Ltd.	Services	Equity	1.28%
United Foodbrands Ltd.	Services	Equity	1.19%

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

Name	3M	6M	1Y	All
Fund returns	+9.4%	+4.8%	+8.5%	+29.5%
Category average (Equity Flexi Cap)	--	--	+2.2%	--
Rank (Equity Flexi Cap)	3	16	15	--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	Parag Parikh Flexi Cap Fund Direct Growth	+8.22%	+22.58%	1,33,308.62
	Invesco India Flexi Cap Fund Direct Growth	+1.50%	+22.49%	4,723.38
	HDFC Flexi Cap Direct Plan Growth	+12.85%	+22.03%	96,294.99
	HSBC Flexi Cap Fund Direct Growth	+3.11%	+19.90%	5,227.12
	Franklin India Flexi Cap Fund Direct Growth	+4.99%	+18.57%	20,021.75
Compare

Fund management

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.

Also manages these schemes

Old Bridge Focused Fund Direct Growth

Old Bridge Arbitrage Fund Direct Growth

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

Old Bridge Focused Fund Direct Growth

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. Kenneth Andrade is the Current Fund Manager of Old Bridge Focused Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,505 Cr and the Latest NAV as of 09 Jan 2026 is ₹12.64. 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

Scheme Information Document(SID)