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Old Bridge Focused Fund-Reg(G)

As on Jun-12-2026 change fund
12.66  up0.33 (2.68%)

fund 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).

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.9111.2011.10
Net Assets(Rs Crores) (as on 31-Mar-2026) 223.43 1329.43 2332.95
Scheme Returns(%)(Absolute)-0.9010.560.63
B'mark Returns(%)(Absolute)NANANA
Category Rank28/286/288/28
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2025-20269.11-5.488.83-11.69
2024-202513.0212.68-7.29-4.27
Top 10 holdings
company (%)
Shriram Finance Ltd.6.52 
Aurobindo Pharma Ltd.6.10 
Maruti Suzuki India Ltd.5.29 
Bharti Airtel Ltd.4.99 
Redington Ltd.4.08 
Hindustan Zinc Ltd.4.07 
Ramkrishna Forgings Ltd.4.05 
Interglobe Aviation Ltd.4.03 
Axis Bank Ltd.3.98 
Tata Motors Passenger Vehicles...3.89 

Category

Focused Fund

Launch Date

24-Jan-24

ISIN Code

INF0S5R01034

Scheme Benchmark

BSE 500 - TRI

AUM ( in Cr.)

3,314.83

portfolio price to book value

5.06

investing style?

Large Growth

fund manager?

Tarang Agrawal,Kenneth Andrade

inception date (regular plan)

24-Jan-24

expense ratio (regular plan) %

2.02

Top 10 sectors
sectors (%)
Pharmaceuticals & Drugs13.66
Automobiles - Passenger Cars9.18
Metal - Non Ferrous7.44
Finance - NBFC6.52
Telecommunication - Service Provider4.99
Trading4.08
Forgings4.05
Airlines4.03
Bank - Private3.98
Pesticides & Agrochemicals3.87

Growth Chart of the Scheme

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Old Bridge Focused Fund-Reg(G)Large-Growth 24-Jan-20243,314.835.50NANANA10.40
Invesco India Focused Fund-Reg(G)Large-Growth 29-Sep-20205,272.68-5.5019.7614.36NA18.62
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-200916,147.16-0.4017.7115.5814.6613.77
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-20202,176.760.3616.4514.64NA19.14
SBI Focused Fund-Reg(G)Large-Growth 11-Oct-200446,623.398.9616.3612.6414.6918.26
HDFC Focused Fund-Reg(G)Large-Growth 17-Sep-200426,082.42-1.1216.2817.9213.9415.36
Kotak Focused Fund-Reg(G)Large-Growth 16-Jul-20194,118.056.0514.9212.45NA14.95
Quant Focused Fund(G)Large-Growth 01-Aug-2008840.383.4114.8911.6513.9813.01
Bandhan Focused Fund-Reg(G)Large-Growth 16-Mar-20062,043.45-0.5014.6711.7512.7811.21
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,679.423.2514.5212.43NA17.13
DSP Focused Fund-Reg(G)Large-Growth 10-Jun-20102,478.06-2.8714.5210.5911.7710.95
Aditya Birla SL Focused Fund(G)Large-Growth 24-Oct-20057,731.62-0.8613.4511.1912.3613.63
JM Focused Fund-Reg(G)Large-Growth 05-Mar-2008278.72-2.1713.1412.4612.273.55
Edelweiss Focused Fund-Reg(G)Large-Growth 01-Aug-20221,007.65-1.5113.12NANA12.98
Canara Rob Focused Fund-Reg(G)Large-Growth 17-May-20212,683.01-4.2312.5912.18NA13.24
Nippon India Focused Fund(G)Large-Growth 26-Dec-20068,372.09-1.2512.2411.4213.4413.60
360 ONE Focused Fund-Reg(G)Large-Growth 30-Oct-20146,580.08-0.6612.0212.1015.5014.05
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019428.835.7311.9910.66NA15.09
Tata Focused Fund-Reg(G)Large-Growth 05-Dec-20191,767.33-1.5711.7711.02NA13.27
Sundaram Focused Fund(G)Large-Growth 11-Nov-20051,016.14-1.2510.559.6012.9414.26
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-200711,233.20-7.0610.4510.8612.8912.88
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,557.178.5110.168.2111.6812.48
UTI Focused Fund-Reg(G)Large-Growth 25-Aug-20212,368.43-4.6710.10NANA8.29
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017647.39-6.019.509.35NA8.59
LIC MF Focused Fund-Reg(G)Large-Growth 17-Nov-2017163.45-6.198.878.99NA8.79
Axis Focused Fund-Reg(G)Large-Growth 29-Jun-201210,666.02-5.597.964.6811.1112.48
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20196,520.35-8.876.456.51NA12.67
ITI Focused Fund-Reg(G)Large-Growth 19-Jun-2023579.506.14NANANA16.88
ENTRY LOAD / EXIT LOAD
Max Entry Load [%]
0.00
Entry Remark
Max Exit Load [%]
1.00
Exit Remark
1% on or before 365D, Nil after 365D
52 Week Highs & Lows
52 Week High
12.85
52 Week Low
11.09
portfolio characteristics
As on 31-May-2026
Average Maturity
N.A
Modified Duration
N.A
Yield to Maturity
N.A.
Portfolio Turnover Ratio
0.19 Times
ratios
Statistical Ratios
Standard Deviation [%]
18.3427
Semi Standard Deviation [%]
0.5879
Beta [%]
0.9368
Sharp Ratio [%]
0.0314
R-Square [%]
0.8125
Expense Ratio [%]
0.0000
AVG Ratio [%]
0.0222
Other Ratios
Jenson Ratio [%]
0.0446
Treynor Ratio [%]
0.0062
Turnover Ratio [%]
19.0000
FAMA Ratio [%]
0.0350
SORTINO Ratio [%]
0.0099
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DISCLAIMER

Mutual Funds and securities investments are subject to market risks and there is no assurance or guarantee that the objective of the Scheme will be achieved. Past performance of the Sponsor/AMC/Fund or that of any scheme of the Fund does not indicate the future performance of the Schemes of the Fund. Please read the Key Information Memorandum and the Offer Document carefully before investing.

  • INSURANCE DISCLAIMER - Insurance is a subject matter of solicitation
  • ARN Number - 11439
  • IRDAI Licence Number - AGQ0127782
  • Leader Care Finance is AMFI registered Mutual fund and Specialised Investment Fund (SIF) distributor and holds ARN-11439 its Current Validity is 12 Dec 2028.

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