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Old Bridge Focused Equity Fund Direct Growth

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Overview

Old Bridge Focused Equity Fund Direct Growth

Old Bridge Mutual Fund

The scheme seeks 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).

Investments in Old Bridge Focused Equity Fund Direct Growth are subject to market risks. Please read the offer document carefully before investing to understand the potential market risks and rewards.

Latest NAV

₹ 11.58

Fund Size (AUM)

₹1329.43 Cr

Risk

Very High (Risk rating: 6/10)

Minimum Investment

Lumpsum: ₹ 5000

SIP: ₹2500

Launch Date

24-Jan-2024

Expense Ratio

1.13%

Exit Load

Exit load of 1%, if redeemed within 365 days.

Benchmark

BSE 500 Total Return Index

Standard Deviation

N/A

History

Performance & Ratios

1-Year SIP Return

-10.58%

3-Year SIP Return

N/A

5-Year SIP Return

N/A

Mean Return

N/A

Alpha

-

Beta

-

Sharpe Ratio

-

Sortino Ratio

-

Information Ratio

-

Returns
1Y 3Y 5Y All Time
Fund Returns 12.25% N/A N/A N/A
Category Average 8.8% 14.36% 23.04% N/A
Rank Within Category 30 N/A N/A N/A

Holdings (23)

Company Sector Instrument Assets
Redington Ltd. Services Equity 6.13%
Bharti Airtel Ltd. Communication Equity 6.0%
Interglobe Aviation Ltd. Services Equity 5.85%
Shriram Finance Ltd Financial Equity 5.81%
Kaveri Seed Company Ltd. Consumer Staples Equity 5.73%
Indian Energy Exchange Ltd. Services Equity 5.55%
Aurobindo Pharma Ltd. Healthcare Equity 4.8%
HCL Technologies Ltd. Technology Equity 4.62%
Maruti Suzuki India Ltd. Automobile Equity 4.43%
Tata Steel Ltd. Metals & Mining Equity 4.05%

Holdings Analysis

Peer Comparison

Peer Comparison

Fund Name AUM (₹ Cr) 1Y Return (%) 3Y Return (%) Expense Ratio (%) Rating
JM Flexicap Fund Direct Plan Growth 5263.18 9.81 24.32 0.56 N/A
HDFC Flexi Cap Direct Plan Growth 69639.05 19.44 22.92 0.81 N/A
Franklin India Flexi Cap Fund Direct Growth 17393.86 13.23 18.89 1.0 N/A
Parag Parikh Flexi Cap Fund Direct Growth 93440.89 14.77 18.7 0.63 N/A
HSBC Flexi Cap Fund Direct Growth 4547.47 11.66 18.2 1.18 N/A

SIP, STP & SWP Details

Systematic Investment Plan (SIP):

Frequency: Monthly

Min Amount: ₹ 2500

Multiplier: 1

Systematic Transfer Plan (STP):

Not Available

Systematic Withdrawal Plan (SWP):

Frequency: MONTHLY

Dates: 1, 5, 10, 15, 25

Min Amount: ₹ 1000

Min Installments: 6

AMC Details

Asset Management Company

Old Bridge Mutual Fund

None Old Bridge Mutual Fund employs robust strategies to manage market risks, but investments remain subject to market risks. Please read the fund’s documentation for detailed risk management policies.

None

Launch Date

2023-09-01T00:00:00.435Z

Total AUM

₹ 1329.43 Cr

Address

1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051

Phone

02269459999

Website

https://www.oldbridgemf.com/

Sub Type

Contra

Sub Type Info

Contra funds follow Contrarian strategy which means investing in stocks in contrast to the prevailing sentiment. Minimum investment in equity is 65%.

Tax Impact

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Stamp Duty

0.005% (from July 1st, 2020)

Fund Manager Details

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Frequently Asked Questions

How is the overall rating calculated?

The overall rating for Old Bridge Focused Equity Fund Direct Growth is an aggregate score based on performance metrics (returns over 1, 3, and 5 years), risk-adjusted returns (Sharpe and Sortino ratios), and consistency relative to its category. Ratings are on a scale of 1 to 5, with 5 being the highest.

What are the top stocks of Old Bridge Focused Equity Fund Direct Growth?

The top stocks held by Old Bridge Focused Equity Fund Direct Growth include Redington Ltd., Bharti Airtel Ltd., Interglobe Aviation Ltd..

Which industries does Old Bridge Focused Equity Fund Direct Growth invest in?

Old Bridge Focused Equity Fund Direct Growth primarily invests in the following industries: Services, Communication, Financial.

Who are the fund managers of Old Bridge Focused Equity Fund Direct Growth?

The fund managers of Old Bridge Focused Equity Fund Direct Growth are Kenneth Andrade and Tarang Agrawal.

How many years has the fund manager been managing Old Bridge Focused Equity Fund Direct Growth?

Kenneth Andrade: Calculating...
Tarang Agrawal: Calculating...

What is the minimum investment for Old Bridge Focused Equity Fund Direct Growth?

The minimum investment for Old Bridge Focused Equity Fund Direct Growth is ₹5000 for lumpsum investments and ₹2500 for SIPs.

What are the average 1-year returns for Old Bridge Focused Equity Fund Direct Growth?

Calculating...

What are the average 3-year returns for Old Bridge Focused Equity Fund Direct Growth?

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What is the expense ratio of Old Bridge Focused Equity Fund Direct Growth, and how does it compare to its category?

The expense ratio of Old Bridge Focused Equity Fund Direct Growth is 1.13%. The average expense ratio for similar funds in the Equity is Calculating....