Old Bridge Focused Fund - Regular Growth
Category: Equity: Focused
Launch Date: 24-01-2024
AUM:
3,994.77 Cr
Expense Ratio
2.19%
Benchmark
BSE 500 TRI
ISIN
INF0S5R01034
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 Growth | 21.55 | - | - |
| 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
13.82
Last change
-0.11 (-0.7959%)
Fund Size (AUM)
₹ 3,994.77 Cr
Performance
13.46% (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 (%) |
|---|---|
| Shriram Finance Limited | 7.48 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 6.51 |
| MARUTI SUZUKI INDIA LIMITED EQ | 6.33 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 5.9 |
| REDINGTON LIMITED EQ NEW F.V. RS.2/- | 5.81 |
| Triparty Repo | 5.45 |
| TATA MOTORS LIMITED EQ NEW FV RS. 2/- | 5.26 |
| INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/- | 4.98 |
| PRESTIGE ESTATES PROJECTS LIMITED EQ | 4.96 |
| RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/- | 4.32 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 15.91 |
| Financial Services | 15.88 |
| Healthcare | 14.01 |
| Services | 13.12 |
| Metals & Mining | 11.05 |
| Fast Moving Consumer Goods | 6.43 |
| Telecommunication | 5.9 |
| Realty | 4.96 |
| Consumer Services | 2.4 |
| Capital Goods | 2.36 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Old Bridge Focused Fund Reg Gr | 0.0 |
| Motilal Oswal Focused Fund Reg Plan Gr | 10.07 |
| SBI Focused Fund Reg Plan Gr | 12.65 |
| Quant Focused Gr Plan | 12.39 |
| ITI Focused Fund Reg Gr | 0.0 |
| Union Focused Reg Gr | 10.52 |
| Kotak Focused Fund Reg Gr | 12.68 |
| HSBC Focused Fund Reg Gr | 12.79 |
| JM Focused Fund Reg Gr | 14.0 |
| LIC MF Focused Fund Reg Gr | 9.7 |