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Old Bridge Focused Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

+14.75%

1Y annualised

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Buy, Hold or Sell?

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NAV : 18 Sep 2026

₹14.00

Min. SIP amount

₹2,500

Fund size (AUM)

4354 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
3,63,972

Stock Allocation

Stock nameSectorAllocation
Triparty RepoCash & Cash Equivalents And Net Assets7.88%
Shriram Finance LimitedFinance7.39%
Redington LimitedTrading6.38%

Fund Composition

4354 Cr

Large Cap

43.67%

Mid Cap

18.08%

Small Cap

30.57%

Others

7.68%

Sector Allocation

4354 Cr

Automobile & Ancillaries

13.81%

Healthcare

13.05%

Non - Ferrous Metals

7.96%

Cash & Cash Equivalents And Net Assets

7.68%

Fmcg

7.65%

Finance

7.39%

Trading

6.38%

Telecom

4.87%

Others

31.21%

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

+14.23%
O

Old Bridge Focused Fund(G)-Direct Plan

+0.00%
S

SBI Focused Fund(G)-Direct Plan

+14.94%
Q

Quant Focused Fund(G)-Direct Plan

+13.78%
H

HSBC Focused Fund(G)-Direct Plan

+14.54%
I

ITI Focused Fund(G)-Direct Plan

+17.40%
K

Kotak Focused Fund(G)-Direct Plan

+14.18%
U

Union Focused Fund(G)-Direct Plan

+11.00%

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 ₹14.00 (as of 18 Sep 2026).

Old Bridge Focused Fund(G)-Direct Plan has delivered 14.75% 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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