
Old Bridge Focused Fund(G)-Direct Plan
+12.26%
1Y annualised
+12.26%
1Y annualised
-0.84% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹14.10
Min. SIP amount
₹2,500
Fund size (AUM)
4522 Cr
Expense ratio
1.01%
Launched on
24 Jan 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹14.10
Min. SIP amount
₹2,500
Fund size (AUM)
4522 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
45.49%
Mid Cap
16.57%
Small Cap
28.13%
Others
9.82%
Sector Allocation
Healthcare
12.82%
Automobile & Ancillaries
11.93%
Cash & Cash Equivalents And Net Assets
9.82%
Fmcg
9.38%
Non - Ferrous Metals
8.03%
Finance
6.04%
Trading
5.62%
Telecom
5.56%
Others
30.34%
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
Motilal Oswal Focused Fund(G)-Direct Plan
Invesco India Focused Fund(G)-Direct Plan
SBI Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
Kotak Focused Fund(G)-Direct Plan
FAQs
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