Old Bridge Mutual Fund
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Old Bridge Focused Fund - Direct Plan - Direct Growth

Old Bridge Mutual Fund · Focused Fund · Direct · Growth

NAV · as of 11/09/2026

13.87

1D

-0.79%

1Y

+16.75%

Key stats

Expense ratio
1.14%
AUM
₹3.99 K Cr
Launched
25/01/2024
Fund manager
Tarang Agrawal; Kenneth Andrade
Portfolio turnover
0.19%
Risk
Very High Risk
Min lump-sum
₹5,000
Min SIP
₹2,500/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

Old Bridge Focused Fund - Direct Plan - Direct Growth

13/08/2026 to 11/09/2026

O - H - L -

14.3113.8713/08/202611/09/2026
1W-0.72%
1M-2.94%
3M+6.86%
6M+16.85%
1Y+16.75%
MAX+38.56%

Top holdings

26 disclosed
  • 1.

    Triparty Repo

    8.53%
  • 2.

    Shriram Finance Ltd

    Financial Services

    7.60%
  • 3.

    Redington Ltd

    Technology

    6.26%
  • 4.

    Aurobindo Pharma Ltd

    Healthcare

    5.99%
  • 5.

    Maruti Suzuki India Ltd

    Consumer Cyclical

    5.87%
  • 6.

    Bharti Airtel Ltd

    Communication Services

    5.78%
  • 7.

    Prestige Estates Projects Ltd

    Real Estate

    4.71%
  • 8.

    Tata Motors Passenger Vehicles Ltd

    Consumer Cyclical

    4.66%
  • 9.

    Ramkrishna Forgings Ltd

    Industrials

    4.58%
  • 10.

    InterGlobe Aviation Ltd

    Industrials

    4.41%
  • 11.

    Hindustan Zinc Ltd

    Basic Materials

    4.26%
  • 12.

    Radico Khaitan Ltd

    Consumer Defensive

    4.09%
  • 13.

    Tata Steel Ltd

    Basic Materials

    3.76%
  • 14.

    Alivus Life Sciences Ltd

    Healthcare

    3.54%
  • 15.

    Granules India Ltd

    Healthcare

    3.41%
  • 16.

    Axis Bank Ltd

    Financial Services

    3.31%
  • 17.

    Hindalco Industries Ltd

    Basic Materials

    3.26%
  • 18.

    Indian Energy Exchange Ltd

    Financial Services

    2.68%
  • 19.

    Jubilant Foodworks Ltd

    Consumer Cyclical

    2.47%
  • 20.

    United Foodbrands Ltd

    Consumer Cyclical

    2.42%
  • 21.

    Action Construction Equipment Ltd

    Industrials

    2.28%
  • 22.

    Kaveri Seed Co Ltd

    Basic Materials

    2.23%
  • 23.

    Great Eastern Shipping Co Ltd

    Industrials

    1.95%
  • 24.

    Medi Assist Healthcare Services Ltd

    Healthcare

    1.53%
  • 25.

    Antony Waste Handling Cell Ltd Ordinary Shares

    Industrials

    0.71%
  • 26.

    Net Receivables / (Payables)

    0.27%

Sector allocation

  • Consumer Cyclical15.42%
  • Healthcare14.46%
  • Industrials13.92%
  • Financial Services13.59%
  • Basic Materials13.51%
  • Unclassified8.80%
  • Technology6.26%
  • Communication Services5.78%
  • Real Estate4.71%
  • Consumer Defensive4.09%

Comparable peers

  • Old Bridge Focused Growth Direct Plan

    Old Bridge Focused (G) · ₹3.99 K Cr AUM

    1Y+16.75%
    3Y0.00%
    -

  • ITI Focused Growth Direct Plan

    ITI Focused (G) · ₹612.20 Cr AUM

    1Y+12.03%
    3Y+18.11%
    -

  • Bandhan Focused Growth Direct Plan

    Bandhan Focused (G) · ₹2.09 K Cr AUM

    1Y+6.86%
    3Y+16.12%
    -

  • Invesco India Focused Growth Direct Plan

    Invesco India Focused (G) · ₹6.07 K Cr AUM

    1Y+4.81%
    3Y+20.99%
    -

  • ICICI Prudential Focused Growth Direct Plan

    ICICI Pru Focused (G) · ₹17.76 K Cr AUM

    1Y+0.99%
    3Y+16.14%
    -

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

Scheme details

Scheme code
152358
Fund house
Old Bridge Mutual Fund
Category
Open Ended
Type
Equity Scheme
Sub-category
Focused Fund
Plan
Direct
Return type
Growth
ISIN (Growth)
INF0S5R01042
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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