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Old Bridge Focused Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+22.82%

1Y annualised

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Buy, Hold or Sell?

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NAV : 28 Aug 2026

₹14.21

Min. SIP amount

₹2,500

Fund size (AUM)

3994 Cr

Expense ratio

1.01%

Launched on

24 Jan 2024

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
4,15,923

Stock Allocation

Stock nameSectorAllocation
Triparty RepoCash & Cash Equivalents And Net Assets9.74%
Shriram Finance LimitedFinance7.77%
Aurobindo Pharma LimitedHealthcare5.69%

Fund Composition

3994 Cr

Large Cap

42.90%

Mid Cap

17.26%

Small Cap

31.58%

Others

8.27%

Sector Allocation

3994 Cr

Healthcare

13.24%

Automobile & Ancillaries

10.86%

Cash & Cash Equivalents And Net Assets

10.38%

Non - Ferrous Metals

7.86%

Finance

7.77%

Trading

4.94%

Telecom

4.81%

Iron & Steel

4.12%

Others

35.78%

Minimum investments

Min. for SIP2500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

1% on or before 365D, Nil after 365D

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

TA

Tarang Agrawal

Present

KA

Kenneth Andrade

Present

Similar/Peer Fund Comparison

Fund name
M

Motilal Oswal Focused Fund(G)-Direct Plan

+15.69%
O

Old Bridge Focused Fund(G)-Direct Plan

+0.00%
S

SBI Focused Fund(G)-Direct Plan

+17.41%
Q

Quant Focused Fund(G)-Direct Plan

+16.15%
I

ITI Focused Fund(G)-Direct Plan

+20.29%
H

HSBC Focused Fund(G)-Direct Plan

+16.76%
U

Union Focused Fund(G)-Direct Plan

+13.35%
K

Kotak Focused Fund(G)-Direct Plan

+16.83%

FAQs

Old Bridge Focused Fund(G)-Direct Plan is a part of Old Bridge Asset Management Private Limited, it was incepted on 24 Jan 2024. This fund is managed by Tarang Agrawal and Kenneth Andrade. It is a Equity type of fund.

The current NAV of Old Bridge Focused Fund(G)-Direct Plan is ₹14.21 (as of 28 Aug 2026).

Old Bridge Focused Fund(G)-Direct Plan has delivered 22.82% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Old Bridge Focused Fund(G)-Direct Plan is ₹2500.

The expense ratio of Old Bridge Focused Fund(G)-Direct Plan is 1.01%.

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