August 19, 2026
mayank
Old Bridge Focused Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 14.19 |
| NAV IDCW (Rs.) | 14.19 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 2,500 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 3,995 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.74% |
| 1 Year Return (%) | 21.49 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 14.60% |
Suitable For Which Investors?
Focused funds are suitable for investors:
1. Seeking exposure in a concentrated portfolio of up to 30 stocks for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks 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 Managers:
1) Kenneth Andrade
Education: Mr. Andrade is a B.Com (H) from Mumbai University.
Experience: He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
2) Tarang Agrawal
Education: Mr. Agrawal has done B.Com and CFA
Experience: Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 2,500 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Old Bridge Focused Fund
| Fund House | Old Bridge Mutual Fund |
| Launch Date | 24-Jan-24 |
| Return Since Launch | 14.60% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 3,995 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.74% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 19.00% |
Old Bridge Focused Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Old Bridge Focused Dir | 10.60 | -0.35 | 5.42 | 10.60 | 11.91 | 21.49 | — | — | — | — |
| BSE 500 TRI | -0.74 | -0.15 | 1.28 | 5.28 | 0.64 | 4.61 | — | — | — | — |
| Equity: Focused | 3.30 | -0.25 | 2.16 | 8.15 | 3.51 | 6.96 | — | — | — | — |
| Rank within category | 4 | 18 | 2 | 7 | 3 | 2 | — | — | — | — |
| Number of funds in category | 28 | 28 | 28 | 28 | 28 | 28 | 26 | 23 | 18 | 13 |
Peer Comparison of Old Bridge Focused Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Old Bridge Focused Dir | Unrated | 21.49 | — | — | 0.74 | 3,995 | 14.60 | 1.00 (365) | 2Y 6M | 19.00 |
| SBI Focused Dir | 4 out of 5 stars | 15.02 | 17.32 | 13.70 | 0.55 | 50,041 | 15.74 | 0.25 (30) | 13Y 7M | 36.00 |
| HDFC Focused Dir | 5 out of 5 stars | 2.14 | 17.28 | 19.62 | 0.60 | 27,925 | 14.92 | 1.00 (365) | 13Y 7M | 13.36 |
| ICICI Pru Focused Equity Dir | 5 out of 5 stars | 5.33 | 18.85 | 16.90 | 0.57 | 17,764 | 15.65 | 1.00 (365) | 13Y 7M | 233.00 |
| Invesco India Focused Dir | 4 out of 5 stars | 5.65 | 23.39 | 16.76 | 0.49 | 6,065 | 22.08 | 1.00 (365) | 5Y 10M | 29.00 |
Old Bridge Focused Fund Portfolio Analysis
| No. of Stocks | 24 |
| Top 10 Stocks | 54.12% |
| Top 5 Stocks | 31.50% |
| Top 3 Sectors | 44.87% |
| Portfolio P/B Ratio | 3.02 |
| Portfolio P/E Ratio | 13.00 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 73,341 | 2,08,431 |
| Large (%) | 46.76 | 65.35 |
| Mid (%) | 16.12 | 19.41 |
| Small (%) | 37.12 | 15.80 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://investor.oldbridgemf.com/Invest/ OR https://www.oldbridgemf.com/
>> Post your MF questions @ sahifund.com/ask-me/
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