Old Bridge Focused Equity Growth Direct Plan
SIP amount
Min. ₹2,500
Lumpsum amount
Min. ₹5,000

Old Bridge Focused Equity Growth Direct Plan

NAV
₹11.3100
-0.09%
(17 Jan)
AUM
1,076 Cr
TER
1.19%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+30.0%
+21.7%
+21.0%
+17.0%
+15.2%
NA
3Y
+18.1%
+22.3%
+18.2%
+18.2%
+12.3%
NA
5Y
NA
+22.9%
+23.8%
NA
+16.9%
NA
ALL
+27.7%
+15.8%
+16.2%
+26.9%
+16.0%
+13.0%
VOL
14.8%
17.2%
15.2%
14.8%
-
16.5%
TER
0.6%
0.6%
0.6%
0.3%
-
1.2%
AUM
₹3,604 Cr
₹15,642 Cr
₹9,984 Cr
₹1,870 Cr
-
₹1,076 Cr
INFO
1.87
0.92
1.07
1.82
-
0.79
Past performance
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.
Fund manager(s)
Tarang Agrawal
Kenneth Andrade

FAQs