Old Bridge Focused Fund Direct growth

Equity • Focussed • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Focussed

Direct growth

Launched On
25 Jan 2024
1.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹11.97
-0.6639% (0.00)
AUM
₹1,941 Cr
Expense ratio
1.04%
Benchmark
Fund Plan
Open demat account

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Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 365D

1%

If units sold after 365D

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Basic Materials

Basic Materials

19.61%
Technology

Technology

16.09%
Industrials

Industrials

14.29%
Healthcare

Healthcare

13.65%
Consumer Cyclical

Consumer Cyclical

11.08%

Fund House

OldBridge

OldBridge

Inc: 25 Jan 2024 • Total AUM: ₹1,941 Cr • Rank #42
Old Bridge Mutual Fund has started 8th Dec 2022, Fund house headed by Mr. Kenneth Andrade and Ms. Ruchi Pandey as the CEO. Fund House currently has an AUM 125Cr.

Fund Managers

Tarang Agrawal

Experience: 1.65 yrs • Total AUM: 11,647 Cr

Kenneth Andrade

Experience: yrs • Total AUM: 11,647 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.