Old Bridge Focused Fund - Regular IDCW
Category: Equity: Focused
Launch Date: 24-01-2024
AUM:
₹ 3,669.64 Cr
Expense Ratio
2.17%
Benchmark
BSE 500 TRI
ISIN
INF0S5R01018
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 IDCW | 12.21 | - | - |
| 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
13.14
Last change
0.26 (1.9787%)
Fund Size (AUM)
₹ 3,669.64 Cr
Performance
11.48% (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 | 10.56 |
| Shriram Finance Limited | 6.52 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 6.1 |
| MARUTI SUZUKI INDIA LIMITED EQ | 5.29 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.99 |
| REDINGTON LIMITED EQ NEW F.V. RS.2/- | 4.08 |
| HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/- | 4.07 |
| RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/- | 4.05 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 4.03 |
| AXIS BANK LIMITED EQ NE FV RS. 2/- | 3.98 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 15.52 |
| Healthcare | 13.65 |
| Automobile and Auto Components | 13.23 |
| Metals & Mining | 11.12 |
| Services | 10.58 |
| Fast Moving Consumer Goods | 6.6 |
| Telecommunication | 4.99 |
| Chemicals | 3.87 |
| Realty | 3.82 |
| Capital Goods | 2.16 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Old Bridge Focused Fund Reg IDCW | 0.0 |
| Motilal Oswal Focused Fund Reg Plan Gr | 9.41 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| SBI Focused Fund Reg Plan Gr | 12.82 |
| Union Focused Reg Gr | 10.81 |
| Kotak Focused Fund Reg Gr | 12.79 |
| Quant Focused Gr Plan | 12.57 |
| ITI Focused Fund Reg Gr | 0.0 |
| ABSL Focused Gr | 11.94 |
| HSBC Focused Fund Reg Gr | 12.47 |