Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Old Bridge Focused Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Triparty Repo
12.5%
Aurobindo Pharma Ltd
6.8%
InterGlobe Aviation Ltd
6.4%
Redington Ltd
6.2%
HCL Technologies Ltd
6.0%
Shriram Finance Ltd
5.4%
Bharti Airtel Ltd
5.4%
Indian Energy Exchange Ltd
4.9%
Marksans Pharma Ltd
4.5%
NCC Ltd
4.5%
Top industry exposure
Healthcare
19.6%
Industrials
16.0%
Technology
14.2%
Financial Services
10.3%
Basic Materials
9.7%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
19%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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.