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 Jan
Top holdings
Triparty Repo
11.2%
Bharti Airtel Ltd
6.5%
Redington Ltd
6.0%
HCL Technologies Ltd
5.8%
InterGlobe Aviation Ltd
5.7%
Indian Energy Exchange Ltd
5.6%
Aurobindo Pharma Ltd
5.6%
Shriram Finance Ltd
5.5%
Kaveri Seed Co Ltd
4.7%
NCC Ltd
4.3%
Top industry exposure
Industrials
17.9%
Healthcare
17.2%
Technology
14.5%
Financial Services
11.2%
Basic Materials
10.9%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
17%
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.