Old Bridge Focused Equity Fund Regular Growth
EquityFocused FundVery High Risk
Regular
NAV (27-Jun-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,739 Cr
Expense Ratio
2.12%
ISIN
INF0S5R01034
Minimum SIP
₹1,000
Exit Load
1.00%
Inception Date
25 Jan 2024
About this fund
As of 27-Jun-25, it has a Net Asset Value (NAV) of ₹12.15, Assets Under Management (AUM) of 1738.97 Crores, and an expense ratio of 2.12%.
- Old Bridge Focused Equity Fund Regular Growth has given a CAGR return of 14.61% since inception.
- The fund's asset allocation comprises around 88.19% in equities, 0.00% in debts, and 11.81% in cash & cash equivalents.
- You can start investing in Old Bridge Focused Equity Fund Regular 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
+8.87%
+4.79% (Cat Avg.)
Since Inception
+14.61%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Equity | ₹1,533.6 Cr | 88.19% |
| Others | ₹205.37 Cr | 11.81% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Triparty Repo | Cash - Repurchase Agreement | ₹199.94 Cr | 11.50% |
| Bharti Airtel Ltd | Equity | ₹94.02 Cr | 5.41% |
| Kaveri Seed Co Ltd | Equity | ₹93.36 Cr | 5.37% |
| Redington Ltd | Equity | ₹91.96 Cr | 5.29% |
| Maruti Suzuki India Ltd | Equity | ₹91.53 Cr | 5.26% |
| Indian Energy Exchange Ltd | Equity | ₹87.6 Cr | 5.04% |
| HCL Technologies Ltd | Equity | ₹85.27 Cr | 4.90% |
| Prestige Estates Projects Ltd | Equity | ₹84.47 Cr | 4.86% |
| Shriram Finance Ltd | Equity | ₹82.67 Cr | 4.75% |
| InterGlobe Aviation Ltd | Equity | ₹81.09 Cr | 4.66% |
| Tata Steel Ltd | Equity | ₹77.21 Cr | 4.44% |
| Aurobindo Pharma Ltd | Equity | ₹75.11 Cr | 4.32% |
| UPL Ltd | Equity | ₹74.88 Cr | 4.31% |
| Hindalco Industries Ltd | Equity | ₹58.47 Cr | 3.36% |
| Marksans Pharma Ltd | Equity | ₹54.82 Cr | 3.15% |
| Radico Khaitan Ltd | Equity | ₹54.21 Cr | 3.12% |
| Great Eastern Shipping Co Ltd | Equity | ₹52.63 Cr | 3.03% |
| Infosys Ltd | Equity | ₹51.41 Cr | 2.96% |
| Granules India Ltd | Equity | ₹44.09 Cr | 2.54% |
| Ramkrishna Forgings Ltd | Equity | ₹42.32 Cr | 2.43% |
| Restaurant Brands Asia Ltd Ordinary Shares | Equity | ₹40.69 Cr | 2.34% |
| Antony Waste Handling Cell Ltd Ordinary Shares | Equity | ₹39.96 Cr | 2.30% |
| Barbeque-Nation Hospitality Ltd | Equity | ₹38.7 Cr | 2.23% |
| Alivus Life Sciences Ltd | Equity | ₹37.14 Cr | 2.14% |
| Net Receivables / (Payables) | Cash | ₹5.43 Cr | 0.31% |
Allocation By Market Cap (Equity)
Large Cap Stocks
35.75%
Mid Cap Stocks
13.48%
Small Cap Stocks
38.96%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Basic Materials | ₹303.92 Cr | 17.48% |
| Technology | ₹228.64 Cr | 13.15% |
| Industrials | ₹216 Cr | 12.42% |
| Healthcare | ₹211.16 Cr | 12.14% |
| Consumer Cyclical | ₹170.92 Cr | 9.83% |
| Financial Services | ₹170.27 Cr | 9.79% |
| Communication Services | ₹94.02 Cr | 5.41% |
| Real Estate | ₹84.47 Cr | 4.86% |
| Consumer Defensive | ₹54.21 Cr | 3.12% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
14.23%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.82
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.40
Higher the better
Fund Managers
Tarang Agrawal
Since January 2024
Kenneth Andrade
Since January 2024
Additional Scheme Detailsas of 31st May 2025
ISIN INF0S5R01034 | Expense Ratio 2.12% | Exit Load 1.00% | Fund Size ₹1,739 Cr | Age 1 year 5 months | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark BSE 500 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
About the AMC
Old Bridge Mutual Fund
Total AUM
₹1,465 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 Focused Equity Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹1738.97 Cr | 10.0% |
Risk Level
Your principal amount will be at Very High Risk
Take control of your wealth
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Old Bridge Focused Equity Fund Regular Growth?
What is the portfolio composition of Old Bridge Focused Equity Fund Regular Growth?
Who manages the Old Bridge Focused Equity Fund Regular Growth?
- Tarang Agrawal
- Kenneth Andrade
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
Old Bridge Focused Equity Fund Regular Growth
EquityFocused FundVery High Risk
Regular
NAV (27-Jun-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹1,739 Cr
Expense Ratio
2.12%
ISIN
INF0S5R01034
Minimum SIP
₹1,000
Exit Load
1.00%
Inception Date
25 Jan 2024
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 27-Jun-25, it has a Net Asset Value (NAV) of ₹12.15, Assets Under Management (AUM) of 1738.97 Crores, and an expense ratio of 2.12%.
- Old Bridge Focused Equity Fund Regular Growth has given a CAGR return of 14.61% since inception.
- The fund's asset allocation comprises around 88.19% in equities, 0.00% in debts, and 11.81% in cash & cash equivalents.
- You can start investing in Old Bridge Focused Equity Fund Regular 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
+8.87%
+4.79% (Cat Avg.)
Since Inception
+14.61%
— (Cat Avg.)
Portfolio Summaryas of 31st May 2025
| Equity | ₹1,533.6 Cr | 88.19% |
| Others | ₹205.37 Cr | 11.81% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Triparty Repo | Cash - Repurchase Agreement | ₹199.94 Cr | 11.50% |
| Bharti Airtel Ltd | Equity | ₹94.02 Cr | 5.41% |
| Kaveri Seed Co Ltd | Equity | ₹93.36 Cr | 5.37% |
| Redington Ltd | Equity | ₹91.96 Cr | 5.29% |
| Maruti Suzuki India Ltd | Equity | ₹91.53 Cr | 5.26% |
| Indian Energy Exchange Ltd | Equity | ₹87.6 Cr | 5.04% |
| HCL Technologies Ltd | Equity | ₹85.27 Cr | 4.90% |
| Prestige Estates Projects Ltd | Equity | ₹84.47 Cr | 4.86% |
| Shriram Finance Ltd | Equity | ₹82.67 Cr | 4.75% |
| InterGlobe Aviation Ltd | Equity | ₹81.09 Cr | 4.66% |
| Tata Steel Ltd | Equity | ₹77.21 Cr | 4.44% |
| Aurobindo Pharma Ltd | Equity | ₹75.11 Cr | 4.32% |
| UPL Ltd | Equity | ₹74.88 Cr | 4.31% |
| Hindalco Industries Ltd | Equity | ₹58.47 Cr | 3.36% |
| Marksans Pharma Ltd | Equity | ₹54.82 Cr | 3.15% |
| Radico Khaitan Ltd | Equity | ₹54.21 Cr | 3.12% |
| Great Eastern Shipping Co Ltd | Equity | ₹52.63 Cr | 3.03% |
| Infosys Ltd | Equity | ₹51.41 Cr | 2.96% |
| Granules India Ltd | Equity | ₹44.09 Cr | 2.54% |
| Ramkrishna Forgings Ltd | Equity | ₹42.32 Cr | 2.43% |
| Restaurant Brands Asia Ltd Ordinary Shares | Equity | ₹40.69 Cr | 2.34% |
| Antony Waste Handling Cell Ltd Ordinary Shares | Equity | ₹39.96 Cr | 2.30% |
| Barbeque-Nation Hospitality Ltd | Equity | ₹38.7 Cr | 2.23% |
| Alivus Life Sciences Ltd | Equity | ₹37.14 Cr | 2.14% |
| Net Receivables / (Payables) | Cash | ₹5.43 Cr | 0.31% |
Allocation By Market Cap (Equity)
Large Cap Stocks
35.75%
Mid Cap Stocks
13.48%
Small Cap Stocks
38.96%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Basic Materials | ₹303.92 Cr | 17.48% |
| Technology | ₹228.64 Cr | 13.15% |
| Industrials | ₹216 Cr | 12.42% |
| Healthcare | ₹211.16 Cr | 12.14% |
| Consumer Cyclical | ₹170.92 Cr | 9.83% |
| Financial Services | ₹170.27 Cr | 9.79% |
| Communication Services | ₹94.02 Cr | 5.41% |
| Real Estate | ₹84.47 Cr | 4.86% |
| Consumer Defensive | ₹54.21 Cr | 3.12% |
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
14.23%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.82
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.40
Higher the better
Fund Managers
Tarang Agrawal
Since January 2024
Kenneth Andrade
Since January 2024
Additional Scheme Detailsas of 31st May 2025
ISIN INF0S5R01034 | Expense Ratio 2.12% | Exit Load 1.00% | Fund Size ₹1,739 Cr | Age 1 year 5 months | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark BSE 500 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
About the AMC
Old Bridge Mutual Fund
Total AUM
₹1,465 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 Focused Equity Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹1738.97 Cr | 10.0% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Old Bridge Focused Equity Fund Regular Growth?
What is the portfolio composition of Old Bridge Focused Equity Fund Regular Growth?
Who manages the Old Bridge Focused Equity Fund Regular Growth?
- Tarang Agrawal
- Kenneth Andrade
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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