
Old Bridge Focused Fund Direct - Growth is a Equity mutual fund scheme launched on 25 Jan 2024. Investors can begin their investment journey with a minimum SIP of ₹2,500 or a lumpsum investment of ₹5,000. The fund manages total assets worth ₹3,669.65 crores, and the current NAV stands at ₹13.4600 as of 17 Jul 2026. The fund has delivered absolute returns of 9.47% in the past 1 year. The expense ratio of the fund is 0.77%.
NAV ₹ 13.4600 (-0.44%)
NAV
NIFTY50
NAV
NIFTY50
NAV ₹ 13.4600 (-0.44%)
CompareReturns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
1Y
₹ 6.10 L
3.50%
₹ 6.27 L
8.00%
₹ 6.32 L
9.47%
Total Investment
₹ 6,00,000
Returns
₹ 31,686 (9.47%)
Maturity Value
₹ 6,31,686
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 3,669.65 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹3,669.65 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
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Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 2,500.00
Min. Lumpsum Amount
₹ 5,000.00
AUM (in Cr.)
₹ 3,669.65
Expense Ratio
0.77%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
25 Jan 2024
Fund Age
2 Yrs
Benchmark
BSE 500 TRI
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 365 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Kenneth Andrade | B. Com, Post Graduate Diploma in Financial Management |
| Tarang Agrawal | B. Com, CFA |
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). There is no assurance or guarantee that the objectives of the scheme will be realized.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
Old Bridge Mutual Fund
No. of Schemes
3
Total AUM
₹ 4,068.08 Cr
Contact Details
1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051
Contact Details
1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051
Open NFOs
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FAQs
When was Old Bridge Focused Fund launched?
What is the current NAV of Old Bridge Focused Fund?
What is the AUM of Old Bridge Focused Fund?
What is the rate of return of Old Bridge Focused Fund?
- In the past 1Y: 9.47%
- In the past 3Y: 0.00%
- In the past 5Y: 0.00%
What is the expense ratio of Old Bridge Focused Fund?
What is exit load of Old Bridge Focused Fund?
What is the portfolio of Old Bridge Focused Fund?
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in Old Bridge Focused Fund?
Who is the fund manager Old Bridge Focused Fund?
What is the minimum investment required in Old Bridge Focused Fund?
How to invest in Old Bridge Focused Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



