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Old Bridge Focused Fund - Regular Growth

Category: Equity: Focused Launch Date: 24-01-2024
AUM:

₹ 2,905.7 Cr

Expense Ratio

2.65%

Benchmark

BSE 500 TRI

ISIN

INF0S5R01034

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

2500

Fund Manager

Kenneth Andrade and Tarang Agrawal

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Old Bridge Focused Fund - Regular Growth 4.94 - -
Benchmark - - -
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
12.54
Last change
-0.06 (-0.4785%)
Fund Size (AUM)
₹ 2,905.7 Cr
Performance
10.01% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment 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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

Fund Manager
Kenneth Andrade and Tarang Agrawal
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
Triparty Repo 14.58
Shriram Finance Limited 6.78
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- 5.71
MARUTI SUZUKI INDIA LIMITED EQ 4.58
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 4.48
AXIS BANK LIMITED EQ NE FV RS. 2/- 4.47
TATA STEEL LIMITED EQ NEW FV RE.1/- 4.18
GLENMARK LIFE SCIENCES LIMITED EQ NEW FV Rs.2/- 4.15
REDINGTON LIMITED EQ NEW F.V. RS.2/- 4.05
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- 4.02

Sector Allocation

Sector Holdings (%)
Financial Services 16.03
Healthcare 13.81
Metals & Mining 11.74
Automobile and Auto Components 10.95
Services 10.55
Fast Moving Consumer Goods 7.4
Telecommunication 4.48
Realty 3.87
Chemicals 3.68
Consumer Services 1.67

Peer Comparison

Scheme Name 5Y (%)
Old Bridge Focused Fund Reg Gr 0.0