Old Bridge Focused Fund Regular IDCW-Reinvestment | Old Bridge Focused Fund NAV Today [11.93], Performance & History

Old Bridge Focused Fund is a Equity mutual fund categorized under Diversified, offered by Old Bridge Asset Management Pvt. Ltd.. Launched on 17 Jan 2024, investors can start with a minimum SIP of ₹100 ... Read more

NAV History

Fund Details

Min. SIP Amount

₹2,500

Inception Date

17 Jan 2024

Min. Lumpsum Amount

₹ 5,000

Fund Age

2 Yrs

AUM

₹ 2,418.65 Cr.

Benchmark

BSE 500 Total Return

Expense Ratio

2.02%

Scheme Type

Open Ended

Exit Load

Asset Allocation

AUM

₹ 2,418.65 Cr

Equity

88.21%

Money Market & Cash

11.5%

Other Assets & Liabilities

0.31%

Sector Holdings

Sectors	Weightage
Pharmaceuticals	12.15%
Treps/Reverse Repo	11.50%
IT Consulting & Software	7.86%
Telecom Services	5.41%
Agricultural Products	5.37%
Mining/Minerals	5.29%
Auto - Cars & Jeeps	5.26%
Exchange Platform	5.04%
Realty	4.86%
Non-Banking Financial Company (NBFC)	4.75%
Airlines	4.66%
Hotels, Resorts & Restaurants	4.57%
Iron & Steel	4.44%
Agro Chemicals/Pesticides	4.31%
Aluminium	3.36%
Beverages & Distilleries	3.12%
Shipping	3.03%
Forgings	2.43%
Waste Management	2.30%
Net Receivables/(Payables)	0.31%

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Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
Triparty Repo	11.50%	₹ 199.94	Others
Bharti Airtel Limited	5.41%	₹ 94.02	Telecom Services
Kaveri Seed Company Limited	5.37%	₹ 93.36	Agricultural Products
Redington Limited	5.29%	₹ 91.96	Mining/Minerals
Maruti Suzuki India Limited	5.26%	₹ 91.53	Auto - Cars & Jeeps
Indian Energy Exchange Limited	5.04%	₹ 87.60	Exchange Platform
HCL Technologies Limited	4.90%	₹ 85.27	IT Consulting & Software
Prestige Estates Projects Limited	4.86%	₹ 84.47	Realty
Shriram Finance Limited	4.75%	₹ 82.67	Non-Banking Financial Company (NBFC)
InterGlobe Aviation Limited	4.66%	₹ 81.09	Airlines
Tata Steel Limited	4.44%	₹ 77.21	Iron & Steel
Aurobindo Pharma Limited	4.32%	₹ 75.11	Pharmaceuticals
UPL Limited	4.31%	₹ 74.88	Agro Chemicals/Pesticides
Hindalco Industries Limited	3.36%	₹ 58.47	Aluminium
Marksans Pharma Limited	3.15%	₹ 54.82	Pharmaceuticals
Radico Khaitan Limited	3.12%	₹ 54.21	Beverages & Distilleries
The Great Eastern Shipping Company Limited	3.03%	₹ 52.63	Shipping
Infosys Limited	2.96%	₹ 51.41	IT Consulting & Software
Granules India Limited	2.54%	₹ 44.09	Pharmaceuticals
Ramkrishna Forgings Limited	2.43%	₹ 42.32	Forgings
Restaurant Brands Asia Limited	2.34%	₹ 40.69	Hotels, Resorts & Restaurants
Antony Waste Handling Cell Limited	2.30%	₹ 39.96	Waste Management
Barbeque Nation Hospitality Limited	2.23%	₹ 38.70	Hotels, Resorts & Restaurants
Alivus Life Sciences Limited	2.14%	₹ 37.14	Pharmaceuticals
Net Receivables / (Payables)	0.31%	₹ 5.43	Others

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-1.24%	9.65%	9.77%	-
Category returns	-1.75%	10.31%	13.55%	52.49%

Fund Objective

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). There is no ... Read more

AMC Details

Name

Old Bridge Asset Management Pvt. Ltd.

Date of Incorporation

01 Sep 2023

CEO

Ms. Ruchi Pandey

CIO

Mr. Kenneth Andrade

Type

Pvt.Sector-Indian

Address

1705, One BKC, C Wing, G Block, Bandra Kurla Complex, Bandra(East) Mumbai, Maharashtra, India - 400051

Website

https://www.oldbridgemf.com

[email protected]

Top Funds from Equity - Focused

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Motilal Oswal Focused Fund Diversified Regular	₹42.12	15.33%	31.89%	39.43%	₹1,445	2.14%	Very High
DSP Focused Fund - Direct Plan Diversified Direct	₹38.32	-0.20%	30.77%	21.69%	₹2,611	0.98%	Very High
DSP Focused Fund - Direct Plan Diversified Direct	₹38.32	-0.20%	30.77%	21.69%	₹2,611	0.98%	Very High
Aditya Birla Sun Life Focused Fund - Direct Plan Largecap Direct	₹57.29	6.00%	30.76%	39.60%	₹8,068	0.88%	Very High
Aditya Birla Sun Life Focused Fund - Direct Plan Largecap Direct	₹57.29	6.00%	30.76%	39.60%	₹8,068	0.88%	Very High
HDFC Focused Fund - Regular Plan Sector Regular	₹23.30	2.13%	30.60%	53.73%	₹26,332	1.61%	Very High
HDFC Focused Fund - Regular Plan Sector Regular	₹23.30	2.13%	30.60%	53.73%	₹26,332	1.61%	Very High
Mirae Asset Focused Fund - Direct Plan MidsmallCap Direct	₹25.10	1.49%	28.43%	52.62%	₹7,271	0.58%	Very High
Aditya Birla Sun Life Focused Fund Largecap Regular	₹24.18	5.01%	27.12%	33.14%	₹8,068	1.81%	Very High
Aditya Birla Sun Life Focused Fund Largecap Regular	₹24.18	5.01%	27.12%	33.14%	₹8,068	1.81%	Very High

Top Funds from Old Bridge Asset Management Pvt. Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Old Bridge Arbitrage Fund - Direct Plan Arbitrage Direct	₹10.21	0.00%	0.00%	0.00%	₹117	0.14%	Low
Old Bridge Flexi Cap Fund Diversified Regular	₹10	0.00%	0.00%	0.00%	₹0	N/A	Very High
Old Bridge Flexi Cap Fund - Direct Plan Diversified Direct	₹10.01	0.00%	0.00%	0.00%	₹0	N/A	Very High
Old Bridge Focused Fund Diversified Regular	₹11.93	9.65%	0.00%	0.00%	₹2,419	2.02%	Very High
Old Bridge Focused Fund - Direct Plan Diversified Direct	₹12.20	10.81%	0.00%	0.00%	₹2,419	0.97%	Very High
Old Bridge Arbitrage Fund Arbitrage Regular	₹10.19	0.00%	0.00%	0.00%	₹117	0.99%	Low
Old Bridge Arbitrage Fund Arbitrage Regular	₹10.19	0.00%	0.00%	0.00%	₹117	0.99%	Low
Old Bridge Flexi Cap Fund Diversified Regular	₹10	0.00%	0.00%	0.00%	₹0	N/A	Very High
Old Bridge Arbitrage Fund - Direct Plan Arbitrage Direct	₹10.21	0.00%	0.00%	0.00%	₹117	0.14%	Low
Old Bridge Flexi Cap Fund - Direct Plan Diversified Direct	₹10.01	0.00%	0.00%	0.00%	₹0	N/A	Very High

FAQs

What is the current NAV of Old Bridge Focused Fund Regular IDCW-Reinvestment?

The current Net Asset Value (NAV) of Old Bridge Focused Fund Regular IDCW-Reinvestment is ₹11.93 as of 06 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Old Bridge Focused Fund Regular IDCW-Reinvestment?

The Assets Under Management (AUM) of Old Bridge Focused Fund Regular IDCW-Reinvestment is ₹2,418.65 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Old Bridge Focused Fund Regular IDCW-Reinvestment?

Old Bridge Focused Fund Regular IDCW-Reinvestment has delivered returns of 9.65% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Old Bridge Focused Fund Regular IDCW-Reinvestment?

Old Bridge Focused Fund Regular IDCW-Reinvestment has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Old Bridge Focused Fund Regular IDCW-Reinvestment?

The minimum lumpsum investment required for Old Bridge Focused Fund Regular IDCW-Reinvestment is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹2,500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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