Old Bridge Focused Equity Fund Direct Growth

Fund Overview

Fund Size

₹4,354 Cr

Expense Ratio

1.08%

ISIN

INF0S5R01042

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

25 Jan 2024

About this fund

Old Bridge Focused Equity Fund Direct Growth is a Focused Fund mutual fund schemes offered by Old Bridge Mutual Fund. This fund has been in existence for 2 years, 8 months and 1 days, having been launched on 25-Jan-24.
As of 25-Sep-26, it has a Net Asset Value (NAV) of ₹13.93, Assets Under Management (AUM) of 4354.21 Crores, and an expense ratio of 1.08%.

Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 13.19% since inception.
The fund's asset allocation comprises around 92.32% in equities, 0.00% in debts, and 7.68% in cash & cash equivalents.
You can start investing in Old Bridge Focused Equity Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+17.35%

+1.10% (Cat Avg.)

Since Inception

+13.19%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹4,019.8 Cr	92.32%
Others	₹334.41 Cr	7.68%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Triparty Repo	Cash - Repurchase Agreement	₹343 Cr	7.88%
Shriram Finance Ltd	Equity	₹321.84 Cr	7.39%
Redington Ltd	Equity	₹277.99 Cr	6.38%
Aurobindo Pharma Ltd	Equity	₹259.91 Cr	5.97%
Maruti Suzuki India Ltd	Equity	₹222.99 Cr	5.12%
Bharti Airtel Ltd	Equity	₹211.99 Cr	4.87%
Ramkrishna Forgings Ltd	Equity	₹208.88 Cr	4.80%
Prestige Estates Projects Ltd	Equity	₹190.07 Cr	4.37%
Hindustan Zinc Ltd	Equity	₹187.92 Cr	4.32%
InterGlobe Aviation Ltd	Equity	₹178.24 Cr	4.09%
Alivus Life Sciences Ltd	Equity	₹171.43 Cr	3.94%
Tata Motors Passenger Vehicles Ltd	Equity	₹169.37 Cr	3.89%
Radico Khaitan Ltd	Equity	₹168.86 Cr	3.88%
Jubilant Foodworks Ltd	Equity	₹168.44 Cr	3.87%
ITC Ltd	Equity	₹164.8 Cr	3.78%
Hindalco Industries Ltd	Equity	₹158.65 Cr	3.64%
Tata Steel Ltd	Equity	₹145.84 Cr	3.35%
Axis Bank Ltd	Equity	₹139.75 Cr	3.21%
Granules India Ltd	Equity	₹136.74 Cr	3.14%
United Foodbrands Ltd	Equity	₹100.41 Cr	2.31%
Indian Energy Exchange Ltd	Equity	₹97.53 Cr	2.24%
Action Construction Equipment Ltd	Equity	₹94.46 Cr	2.17%
Kaveri Seed Co Ltd	Equity	₹87.15 Cr	2.00%
Great Eastern Shipping Co Ltd	Equity	₹75.06 Cr	1.72%
Medi Assist Healthcare Services Ltd	Equity	₹56.08 Cr	1.29%
Antony Waste Handling Cell Ltd Ordinary Shares	Equity	₹25.4 Cr	0.58%
Net Receivables / (Payables)	Cash	₹-8.59 Cr	0.20%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Consumer Cyclical	₹661.21 Cr	15.19%
Healthcare	₹624.17 Cr	14.33%
Industrials	₹582.03 Cr	13.37%
Basic Materials	₹579.56 Cr	13.31%
Financial Services	₹559.12 Cr	12.84%
Consumer Defensive	₹333.66 Cr	7.66%
Technology	₹277.99 Cr	6.38%
Communication Services	₹211.99 Cr	4.87%
Real Estate	₹190.07 Cr	4.37%

Risk & Performance Ratios

Fund Managers

Tarang Agrawal

Since January 2024

Kenneth Andrade

Since January 2024

Additional Scheme Detailsas of 31st August 2026

ISIN

INF0S5R01042

Expense Ratio

1.08%

Exit Load

1.00%

Fund Size

₹4,354 Cr

Age

2 years 8 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

BSE 500 India TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Focused Fund Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Old Bridge Focused Equity Fund Direct Growth Very High Risk	1.1%	1.0%	₹4354.21 Cr	17.4%
Old Bridge Focused Equity Fund Regular Growth Very High Risk	2.1%	1.0%	₹4354.21 Cr	16.0%
Mirae Asset Focused Fund Regular Growth Very High Risk	1.6%	1.0%	₹6751.88 Cr	-3.9%
Mirae Asset Focused Fund Direct Growth Very High Risk	0.6%	1.0%	₹6751.88 Cr	-2.8%
ITI Focused Equity Fund Regular Growth Very High Risk	2.6%	0.0%	₹628.60 Cr	5.4%
ITI Focused Equity Fund Direct Growth Very High Risk	0.9%	0.0%	₹628.60 Cr	7.3%
SBI Focused Equity Fund Direct Growth Very High Risk	0.8%	0.0%	₹51247.73 Cr	9.3%
Sundaram Focused Fund Direct Growth Very High Risk	1.1%	0.0%	₹1096.80 Cr	2.9%
Bandhan Focused Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹2093.70 Cr	7.2%
Nippon India Focused Equity Fund Direct Growth Very High Risk	1.4%	1.0%	₹8650.81 Cr	-1.0%
JM Focused Fund Direct Growth Very High Risk	1.3%	1.0%	₹292.80 Cr	1.4%
Canara Robeco Focused Equity Fund Regular Growth Very High Risk	2.2%	1.0%	₹2919.63 Cr	-4.3%
Canara Robeco Focused Equity Fund Direct Growth Very High Risk	0.8%	1.0%	₹2919.63 Cr	-2.9%
Invesco India Focused 20 Equity Fund Direct Growth Very High Risk	0.7%	1.0%	₹6453.55 Cr	4.3%
Invesco India Focused 20 Equity Fund Regular Growth Very High Risk	1.9%	1.0%	₹6453.55 Cr	3.0%
Nippon India Focused Equity Fund Regular Growth Very High Risk	2.0%	1.0%	₹8650.81 Cr	-1.7%
LIC MF Focused 30 Equity Direct Growth Very High Risk	2.7%	1.0%	₹175.27 Cr	3.6%
LIC MF Focused 30 Equity Regular Growth Very High Risk	3.8%	1.0%	₹175.27 Cr	2.4%
UTI Focused Equity Fund Regular Growth Very High Risk	2.3%	1.0%	₹2487.33 Cr	-3.5%
UTI Focused Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹2487.33 Cr	-2.2%
HSBC Focused Fund Direct Growth Very High Risk	1.0%	1.0%	₹1843.06 Cr	9.6%
HSBC Focused Fund Regular Growth Very High Risk	2.2%	1.0%	₹1843.06 Cr	8.3%
Motilal Oswal Focused Fund Regular Growth Very High Risk	2.8%	1.0%	₹1827.16 Cr	25.1%
Motilal Oswal Focused Fund Direct Growth Very High Risk	1.7%	1.0%	₹1827.16 Cr	26.5%
Axis Focused 25 Fund Regular Growth Very High Risk	1.9%	1.0%	₹11424.21 Cr	-1.2%
Franklin India Focused Equity Fund Regular Growth Very High Risk	1.9%	1.0%	₹11506.08 Cr	-11.2%
ICICI Prudential Focused Equity Fund Direct Growth Very High Risk	1.2%	1.0%	₹17948.79 Cr	0.0%
Axis Focused 25 Fund Direct Growth Very High Risk	1.1%	1.0%	₹11424.21 Cr	-0.3%
Aditya Birla Sun Life Focused Equity Fund Direct Growth Very High Risk	1.0%	1.0%	₹7971.40 Cr	3.1%
Quant Focused fund Direct Growth Very High Risk	1.9%	1.0%	₹850.20 Cr	9.5%
DSP Focus Fund Direct Growth Very High Risk	1.1%	1.0%	₹2671.23 Cr	0.4%
Franklin India Focused Equity Fund Direct Growth Very High Risk	1.2%	1.0%	₹11506.08 Cr	-10.5%
HDFC Focused 30 Fund Direct Growth Very High Risk	0.8%	1.0%	₹28200.67 Cr	-1.8%
Edelweiss Focused Equity Fund Regular Growth Very High Risk	2.3%	1.0%	₹1050.43 Cr	-1.3%
Edelweiss Focused Equity Fund Direct Growth Very High Risk	0.8%	1.0%	₹1050.43 Cr	0.2%
Baroda BNP Paribas Focused Fund Regular Growth Very High Risk	2.4%	1.0%	₹659.97 Cr	-4.2%
Baroda BNP Paribas Focused Fund Direct Growth Very High Risk	0.6%	1.0%	₹659.97 Cr	-2.5%
JM Focused Fund Regular Growth Very High Risk	2.9%	1.0%	₹292.80 Cr	-0.2%
Mahindra Manulife Focused Fund Regular Growth Very High Risk	2.2%	1.0%	₹2108.86 Cr	-2.6%
Mahindra Manulife Focused Fund Direct Growth Very High Risk	0.8%	1.0%	₹2108.86 Cr	-1.1%
Sundaram Focused Fund Regular Growth Very High Risk	1.9%	0.0%	₹1096.80 Cr	1.9%
Aditya Birla Sun Life Focused Equity Fund Regular Growth Very High Risk	1.9%	1.0%	₹7971.40 Cr	2.1%
Bandhan Focused Equity Fund Regular Growth Very High Risk	2.3%	1.0%	₹2093.70 Cr	5.8%
SBI Focused Equity Fund Regular Growth Very High Risk	1.6%	0.0%	₹51247.73 Cr	8.5%
Quant Focused fund Regular Growth Very High Risk	3.4%	1.0%	₹850.20 Cr	7.9%
HDFC Focused 30 Fund Regular Growth Very High Risk	1.7%	1.0%	₹28200.67 Cr	-2.7%
ICICI Prudential Focused Equity Fund Regular Growth Very High Risk	2.2%	1.0%	₹17948.79 Cr	-1.0%
360 ONE Focused Equity Fund Direct Growth Very High Risk	0.9%	0.0%	₹6800.15 Cr	3.3%
360 ONE Focused Equity Fund Regular Growth Very High Risk	1.8%	0.0%	₹6800.15 Cr	2.3%
Union Focused Fund Regular Growth Very High Risk	2.6%	1.0%	₹462.18 Cr	4.3%

About the AMC

Old Bridge Mutual Fund

+91 2269459999

https://www.oldbridgemf.com/

Total AUM

₹4,455 Cr

Address

1705, ONE BKC, C- Wing, G- Block Bandra Kurla Complex Bandra East Mumbai - 400051

Other Funds by Old Bridge Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Old Bridge Flexi Cap Fund Direct Growth Very High Risk	1.5%	1.0%	₹396.97 Cr	-
Old Bridge Arbitrage Fund Direct Growth Low Risk	1.1%	0.0%	₹222.72 Cr	-
Old Bridge Focused Equity Fund Direct Growth Very High Risk	1.1%	1.0%	₹4354.21 Cr	17.4%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Old Bridge Focused Equity Fund Direct Growth?

The NAV of Old Bridge Focused Equity Fund Direct Growth, as of 25-Sep-2026, is ₹13.93.

What is the portfolio composition of Old Bridge Focused Equity Fund Direct Growth?

The fund's allocation of assets is distributed as 92.32% in equities, 0.00% in bonds, and 7.68% in cash and cash equivalents.

Who manages the Old Bridge Focused Equity Fund Direct Growth?

The fund managers responsible for Old Bridge Focused Equity Fund Direct Growth are:-

Tarang Agrawal
Kenneth Andrade

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Old Bridge Focused Equity Fund Direct Growth

Fund Overview