Old Bridge Focused Fund - IDCW - Direct Plan

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  • (-0.55%)Nav, as on 27-02-2026

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  • Net Change on 27-02-2026

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  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | Direct 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 - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW) Jan 01, 2013 Unrated 19.90 20.72 15.96 0.74 42,998.42
HDFC Focused Fund - IDCW Option - Direct Plan Jan 01, 2013 17.28 23.43 23.15 0.63 26,332.20
ICICI Prudential Focused Equity Fund - Direct Plan - IDCW Jan 07, 2013 21.61 24.58 20.52 0.59 14,935.49
Franklin India Focused Equity Fund - Direct - IDCW Jan 01, 2013 10.87 16.98 15.69 1.01 12,255.43
Axis Focused Fund - Direct Plan - IDCW Jan 01, 2013 Unrated 9.67 13.44 8.12 0.85 11,381.80

Fund Holdings as on 31-January-2026

  • Shriram Finance Limited

  • Triparty Repo

  • HCL Technologies Limited

  • Redington Limited

  • Aurobindo Pharma Limited

  • Hindustan Zinc Limited

  • Maruti Suzuki India Limited

  • Tata Steel Limited

  • Bharti Airtel Limited

  • UPL Limited

  • Axis Bank Limited

  • Hindalco Industries Limited

  • InterGlobe Aviation Limited

  • Granules India Limited

  • Alivus Life Sciences Limited

  • Prestige Estates Projects Limited

  • Indian Energy Exchange Limited

  • Radico Khaitan Limited

  • The Great Eastern Shipping Company Limited

  • Ramkrishna Forgings Limited

  • Kaveri Seed Company Limited

  • Net Receivables / (Payables)

  • Antony Waste Handling Cell Limited

  • Medi Assist Healthcare Services Limited

  • United Foodbrands Limited

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • Finance - NBFC

  • Metal - Non Ferrous

  • IT - Software

  • Trading

  • Automobiles - Passenger Cars

  • Steel & Iron Products

  • Telecommunication - Service Provider

  • Pesticides & Agrochemicals

  • Bank - Private

  • Airlines

  • Construction - Real Estate

  • Power Generation/Distribution

  • Breweries & Distilleries

  • Shipping

  • Forgings

  • Agriculture

  • Environmental Services

  • Business Support

  • Restaurants

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Fund Manager

  • 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 ₹2,418.65 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 ₹-0.07(-0.55%)yesterday to ₹12.56.

Among its top 3 holdings the fund has exposure to Shriram Finance Limited, 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 65369100
022 6945 9941