
Old Bridge Focused Fund(G)-Direct Plan
+22.82%
1Y annualised
+22.82%
1Y annualised
+0.28% 1D
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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
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
Stock Allocation
Fund Composition
Large Cap
42.90%
Mid Cap
17.26%
Small Cap
31.58%
Others
8.27%
Sector Allocation
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
Returns vs rankings
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
Tarang Agrawal
Present
Kenneth Andrade
Present
Similar/Peer Fund Comparison
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FAQs
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