Old Bridge Focused Fund - IDCW - Regular Plan

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  • (-0.52%)Nav, as on 14-08-2025

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  • Net Change on 14-08-2025

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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).

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 500 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI Focused Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Oct 11, 2004 Unrated 7.83 14.52 19.11 1.57 37,936.17
Axis Focused Fund - Regular Plan - IDCW Jun 29, 2012 Unrated 4.37 9.25 13.79 1.74 12,585.12
Franklin India Focused Equity Fund - IDCW Jul 26, 2007 1.46 16.61 24.05 1.76 12,421.39
ICICI Prudential Focused Equity Fund - IDCW May 28, 2009 6.14 21.48 24.31 1.71 12,380.36
Nippon India Focused Fund - IDCW OPTION Dec 26, 2006 Unrated 2.07 13.96 22.02 1.84 8,598.83

Fund Holdings as on 31-July-2025

  • Triparty Repo

  • HCL Technologies Limited

  • UPL Limited

  • Aurobindo Pharma Limited

  • Bharti Airtel Limited

  • Maruti Suzuki India Limited

  • Prestige Estates Projects Limited

  • Shriram Finance Limited

  • Redington Limited

  • InterGlobe Aviation Limited

  • Tata Steel Limited

  • Indian Energy Exchange Limited

  • Kaveri Seed Company Limited

  • Granules India Limited

  • Ramkrishna Forgings Limited

  • Infosys Limited

  • Hindalco Industries Limited

  • Radico Khaitan Limited

  • The Great Eastern Shipping Company Limited

  • Alivus Life Sciences Limited

  • Restaurant Brands Asia Limited

  • Antony Waste Handling Cell Limited

  • Barbeque Nation Hospitality Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • IT - Software

  • Miscellaneous

  • Pesticides & Agrochemicals

  • Telecommunication - Service Provider

  • Automobiles - Passenger Cars

  • Construction - Real Estate

  • Finance - NBFC

  • Trading

  • Airlines

  • Steel & Iron Products

  • Restaurants

  • Power Generation/Distribution

  • Agriculture

  • Forgings

  • Metal - Non Ferrous

  • Breweries & Distilleries

  • Shipping

  • Environmental Services

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Fund Manager

  • Education:B.Com.
  • Experience:21 Years
  • Basic Details:Mr. Kenneth Andrade has been with IDFC Mutual Fund since 2005 till date. He has worked across industry in the investment function for the last 21 years having started his career in 1991. His last two assignments were at the Kotak Mutual Fund where he was a portfolio/ fund manager and at Sharekhan where he headed portfolio advisory.
  • Funds Managed:
  • Old Bridge Focused Fund
  • Old Bridge Focused Fund
  • Old Bridge Focused Fund
  • Education:B. Com, CFA
  • Experience:4
  • Basic Details:Mr. Tarang Agrawal has a formal experience of over 4 years in the capital markets. Prior to joining Old Bridge Asset Management, Tarang worked as an Investment Analyst at Old Bridge Capital Management Private Ltd. In his role he has covered multiple industries and has a keen interest in state and central finances.
  • Funds Managed:
  • Old Bridge Focused Fund
  • Old Bridge Focused Fund
  • Old Bridge Focused Fund

  • Cash

  • Equity

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About Old Bridge Focused Fund

Scheme Analysis

Old Bridge Focused Fund is a Equity - Focused Fund fund and belongs to Old Bridge Mutual Fund. It was launched on 24-Jan-2024 and currently has an AUM of ₹1,878.55 crore. Old Bridge Focused Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Old Bridge Focused Fund ended down ₹-0.06(-0.52%)yesterday to ₹11.37.

Among its top 3 holdings the fund has exposure to Triparty Repo, and

The Old Bridge Focused Fund is managed by Kenneth Andrade and Tarang Agrawal.

Fund House Contact

1705, ONE BKC, C - Wing, G - Block, BKC, Bandra (E) Mumbai - 400 051

022 69459999
022 6945 9941