Old Bridge Focused Fund IDCW

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 25 Sep 2025
₹11.67
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹1,941.09Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (22)

NameSectorInstrumentAssets
AutomobileEquity5.93%
TechnologyEquity5.82%
ChemicalsEquity5.46%
CommunicationEquity5.16%
FinancialEquity5.04%
ServicesEquity5.01%
ConstructionEquity4.85%
HealthcareEquity4.80%
ServicesEquity4.43%
Metals & MiningEquity4.33%
ServicesEquity4.10%
Consumer StaplesEquity4.07%
HealthcareEquity4.01%
Metals & MiningEquity3.70%
Metals & MiningEquity3.59%
TechnologyEquity3.48%
Consumer StaplesEquity3.35%
HealthcareEquity3.33%
EnergyEquity2.70%
ServicesEquity2.06%
ServicesEquity1.89%
ServicesEquity1.86%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
3M6M1YAll
Fund returns1.9%9.2%-4.4%20.3%
Category averageNANA-4.8%NA
Rank with in category929979NA
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Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
-1.2%23.0%3,666.47
4
-1.0%19.6%18,172.88
3
-4.5%16.9%1,509.33
3
-6.5%15.7%9,097.84
4
NANA5,743.69

Expense ratio, exit load and tax

Expense ratio: 2.07%

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%.

Understand terms
Check past data

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
Website
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,

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