Q: What are the returns of this mutual fund scheme?

The Old Bridge Focused Fund Direct - Growth is a 1 yrs 8 m old fund and has delivered average annual returns of 10.11% since inception. Old Bridge Focused Fund Direct - Growth Returns 1-Year Since Inception -7.47% 10.11%

Question 1

What is the current NAV of Old Bridge Focused Fund Direct - Growth?

Accepted Answer

The current Net Asset Value (NAV) of the Old Bridge Focused Fund - Direct Growth plan is approximately ₹11.77 as of Sep 29, 2025.

Question 2

What are the returns of this mutual fund scheme?

Accepted Answer

The Old Bridge Focused Fund Direct - Growth is a 1 yrs 8 m old fund and has delivered average annual returns of 10.11% since inception.

Old Bridge Focused Fund Direct - Growth Returns

1-Year	Since Inception
-7.47%	10.11%

Question 3

How much does this mutual fund charge as expense ratio?

Accepted Answer

The Old Bridge Focused Fund - Direct Growth has an expense ratio of 1.04%, representing the annual cost of managing and operating the fund. This fee is deducted from the fund's AUM while declaring the daily NAV, reducing investor returns.

Question 4

What is the AUM or fund size of this mutual fund?

Accepted Answer

The Old Bridge Focused Fund currently has assets under management (AUM) or fund size valued at approximately 1,739 Cr as on May 31, 2025.

Question 5

What are the top stock holdings of Old Bridge Focused Fund?

Accepted Answer

The Old Bridge Focused Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Bharti Airtel Ltd.	5.41%
Kaveri Seed Company Ltd.	5.37%
Redington Ltd.	5.29%
Maruti Suzuki India Ltd.	5.26%
Indian Energy Exchange Ltd.	5.04%
HCL Technologies Ltd.	4.9%
Prestige Estates Projects Ltd.	4.86%
Shriram Finance Ltd	4.75%
Interglobe Aviation Ltd.	4.66%
Tata Steel Ltd.	4.44%

Question 6

What are the top sectors Old Bridge Focused Fund has invested in?

Accepted Answer

The Old Bridge Focused Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Bharti Airtel Ltd.	5.41%
Kaveri Seed Company Ltd.	5.37%
Redington Ltd.	5.29%
Maruti Suzuki India Ltd.	5.26%
Indian Energy Exchange Ltd.	5.04%
HCL Technologies Ltd.	4.9%
Prestige Estates Projects Ltd.	4.86%
Shriram Finance Ltd	4.75%
Interglobe Aviation Ltd.	4.66%
Tata Steel Ltd.	4.44%

Question 7

What is risk level of Old Bridge Focused Fund?

Accepted Answer

This is a Strategy fund comes with Very High risk.

Question 8

Is there any lock-in period in this mutual fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Old Bridge Focused Fund Direct - Growth?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. The whole process takes just a few minutes. Here's how it works:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Old Bridge Focused Fund - Direct Growth, select your investment mode (lump sum or SIP), and enter the investment amount.
Provide the required details, including the bank account you'll use for payment, and confirm your investment.

That's it. Your investment in the Old Bridge Focused Fund is complete.

Question 10

How can I redeem my investments in Old Bridge Focused Fund?

Accepted Answer

Redeeming your investments in the Old Bridge Focused Fund is simple. If you have invested via ET Money, just log in to the app, go to the holdings section, and submit the redemption request.

If you have invested from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	1.04% as on Aug 31, 2025
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
AUM (Fund size)	₹1,739 Cr
Lock-in Period	Nil
Age	1 yrs 8 m since Jan 17, 2024
Benchmark	BSE 500 TRI
Min. investment	SIP: ₹1000 & Lumpsum: ₹5000
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	0.26%	0.23%
3 Months	-5.08%	-2.57%
6 Months	3.79%	7.69%
1 Year	-7.47%	-5.45%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Old Bridge Focused Fund	0.26%	3.79%	-7.47%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	0.78%	7.65%	-0.49%	24.25%	33.25%	14.39%
ICICI Prudential Dividend Yield Equity Fund	0.84%	7.75%	-1.93%	25.8%	30.56%	17.11%
ICICI Prudential Value Fund	0.0%	7.14%	-0.95%	22.64%	26.9%	16.14%
SBI Contra Fund	0.64%	5.09%	-6.15%	21.16%	30.16%	16.8%
ICICI Prudential India Equity FOF	-0.15%	6.67%	-2.49%	21.8%	26.69%	12.29%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Old Bridge Focused Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.66	0.82	1.32	2.62
ICICI Prudential Dividend Yield Equity Fund	12.34	0.86	1.32	2.17
ICICI Prudential Value Fund	11.41	0.8	1.22	2.21
SBI Contra Fund	12.26	0.88	1.09	1.78
ICICI Prudential India Equity FOF	11.94	0.87	1.11	1.89

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Old Bridge Focused Fund	N.A.	1,739 Cr	1 yrs 8 m	1.04%
ICICI Prudential India Opportunities Fund	N.A.	29,871 Cr	6 yrs 9 m	0.63%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,779 Cr	11 yrs 5 m	0.57%
ICICI Prudential Value Fund	N.A.	53,750 Cr	12 yrs 8 m	0.99%
SBI Contra Fund	N.A.	46,654 Cr	12 yrs 8 m	0.66%
ICICI Prudential India Equity FOF	N.A.	219 Cr	5 yrs 7 m	0.63%

Old Bridge Focused Fund Direct - Growth

Historical NAV & returns

Old Bridge Focused Fund overview

Old Bridge Focused Fund Returns calculator

Trailing returns as on Sep 22, 2025

Asset allocationas on May 31, 2025

Peer comparison

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

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About this fund

About Old Bridge Focused Fund

Fund managers

Investment objective

Old Bridge Mutual Fund details

Frequently asked questions

Old Bridge Focused Fund Direct - Growth Returns

ET Money rank

Fund AUM	1,739 Cr as on May 31, 2025
Scheme document	View Scheme Document

No. of schemes	1 view all schemes
Total AUM	1,599 Cr as on Jun 30, 2025
Address	1705, ONE BKC, C- Wing, G- Block Bandra Kurla Complex Bandra East Mumbai, 400051
Email	www.oldbridgemf.com
Phone	02269459999

Sector	Percentage of Portfolio
Services	21.86%
Healthcare	12.15%
Metals & Mining	10.23%
Consumer Staples	8.49%
Technology	7.86%
Communication	5.41%
Automobile	5.26%
Construction	4.86%
Financial	4.75%
Chemicals	4.31%