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Old Bridge Focused Equity Fund Direct - Growth

NAV as of Jun 12, 2025Returns since inceptionET Money RankAUM (Fund size)
15.17% p.a.
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1,739 Crs

Historical NAV & returns

NAV: ₹12.18 as on Jun 12, 2025
This fund Category average
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This fund Category average

Old Bridge Focused Equity Fund overview

Expense ratio1.07% as on May 31, 2025
Exit load1.0%info
Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)1,739 Crs
Lock-inNo Lockin
Age1 yrs 4 m since Jan 17, 2024
BenchmarkBSE 500 TRI
Min. investmentThis scheme is currently not buyable
RiskVery HighVery High Risk
Short term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Old Bridge Focused Equity Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Asset allocationas on May 31, 2025

Large Cap 35.742692000000005%

Mid Cap 13.487308999999998%

Small Cap 38.97999899999999%

Other Cap 0.0%

Top sectors

Services 21.86%

Healthcare 12.15%

Metals & Mining 10.23%

Consumer Staples 8.49%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 11.5%

Net Receivables 0.29%

Other Holdings

Others 0.31%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Old Bridge Focused Equity FundN.A.₹1,739 Crs1 yrs 4 m1.07%
ICICI Prudential India Opportunities FundN.A.₹27,197 Crs6 yrs 5 m0.63%
SBI Contra FundN.A.₹44,069 Crs12 yrs 5 m0.62%
ICICI Prudential Value Discovery FundN.A.₹51,112 Crs12 yrs 5 m0.99%
ICICI Prudential Dividend Yield Equity FundN.A.₹5,231 Crs11 yrs 1 m0.58%
ICICI Prudential India Equity FOFN.A.₹179 Crs5 yrs 4 m0.63%
Fund name1M6M1Y3Y5Y10Y
Old Bridge Focused Equity Fund2.7%0.0%9.63%N.A.N.A.N.A.
ICICI Prudential India Opportunities Fund2.61%2.94%12.94%28.99%34.29%14.35%
SBI Contra Fund2.31%-1.64%4.18%26.81%35.56%17.31%
ICICI Prudential Value Discovery Fund2.53%3.08%12.31%25.5%29.65%16.31%
ICICI Prudential Dividend Yield Equity Fund2.29%1.94%8.58%28.76%33.34%17.31%
ICICI Prudential India Equity FOF2.76%0.78%9.35%25.22%29.96%12.31%
Fund nameStd. deviationBetaSharpeSortino
Old Bridge Focused Equity FundN.A.N.A.N.A.N.A.
ICICI Prudential India Opportunities Fund12.330.81.523.0
SBI Contra Fund12.890.861.322.19
ICICI Prudential Value Discovery Fund12.00.771.322.3
ICICI Prudential Dividend Yield Equity Fund13.040.841.422.3
ICICI Prudential India Equity FOF12.580.841.222.02

Key risk & return ratios Compared to other funds in the category

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Old Bridge Focused Equity Fund in detail with

ET Money rank

in Strategy
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Strategy funds in the last 1 Year.
  • Return/Risk: The fund is performing poorly than its category.
  • Exit Load: Exit load of 1%, if redeemed within 365 days.