Old Bridge Focused Fund

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

The Old Bridge Focused Fund is a 1 yrs 8 m old fund and has delivered average annual returns of 8.99% since inception. Old Bridge Focused Fund Returns 1-Year Since Inception -8.32% 8.99%

Q: How much does this mutual fund charge as expense ratio?

The Old Bridge Focused Fund has an expense ratio of 2.09% , 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.

NAV as of Sep 29, 2025	Returns since inception	ET Money Rank	AUM (Fund size)
₹11.57+0.78% 1 day change	8.99% p.a.	App exclusive #NA View Ranked Funds	₹1,739 Cr

Historical NAV & returns

NAV: ₹11.57 as on Sep 29, 2025

This fund Category average

Old Bridge Focused Fund overview

AUM (Fund size)	₹1,739 Cr
Exit load	1.0% Exit load of 1%, if redeemed within 365 days.!
Lock-in Period	Nil
Age	1 yrs 8 m since Jan 17, 2024
Benchmark	BSE 500 TRI
Min. investment	SIP: ₹1000 & Lumpsum: ₹5000
Expense ratio	2.09% as on Aug 31, 2025
Plan type	Regular
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%

Old Bridge Focused Fund Returns calculator

Investment type

Monthly investment

₹ 10,000

Investment period

Lumpsum investment

₹1 lakh

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%

Trailing returns as on Sep 22, 2025

Period	This fund	Category average
1 Month	0.26%	0.12%
3 Months	-5.32%	-2.86%
6 Months	3.3%	7.05%
1 Year	-8.32%	-6.53%

View returns in detail

Asset allocationas on May 31, 2025

Large Cap 35.74%

Mid Cap 13.49%

Small Cap 38.98%

Other Cap 0%

Top holdings

Bharti Airtel Ltd.5.41%

Kaveri Seed Company Ltd.5.37%

Redington Ltd.5.29%

Maruti Suzuki India Ltd.5.26%

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 11.5%

Detailed portfolio analysis

Peer comparison

Fund name	1M	6M	1Y	3Y	5Y	10Y
Old Bridge Focused Fund	0.26%	3.3%	-8.32%	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	0.82%	7.25%	-1.31%	22.98%	31.72%	13.4%
ICICI Prudential Dividend Yield Equity Fund	0.79%	7.15%	-3.09%	24.13%	28.9%	15.93%
ICICI Prudential Value Fund	0.08%	6.99%	-1.34%	22.04%	26.25%	15.31%
SBI Contra Fund	0.42%	4.5%	-7.1%	20.0%	29.04%	15.93%
ICICI Prudential India Equity FOF	-0.19%	6.36%	-3.05%	21.09%	25.78%	11.83%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Old Bridge Focused Fund	N.A.	N.A.	N.A.	N.A.
ICICI Prudential India Opportunities Fund	11.64	0.82	1.23	2.44
ICICI Prudential Dividend Yield Equity Fund	12.35	0.86	1.21	1.99
ICICI Prudential Value Fund	11.4	0.8	1.18	2.13
SBI Contra Fund	12.25	0.88	1.01	1.65
ICICI Prudential India Equity FOF	11.94	0.87	1.06	1.8

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Old Bridge Focused Fund	N.A.	1,739 Cr	1 yrs 8 m	2.09%
ICICI Prudential India Opportunities Fund	N.A.	29,871 Cr	6 yrs 9 m	1.58%
ICICI Prudential Dividend Yield Equity Fund	N.A.	5,779 Cr	11 yrs 5 m	1.82%
ICICI Prudential Value Fund	N.A.	53,750 Cr	21 yrs 2 m	1.51%
SBI Contra Fund	N.A.	46,654 Cr	20 yrs 4 m	1.5%
ICICI Prudential India Equity FOF	N.A.	219 Cr	5 yrs 7 m	1.23%

View all Strategy funds

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 Fund in detail with

About this fund

About Old Bridge Focused Fund

Old Bridge Focused Fund is a Strategy mutual fund scheme from Old Bridge Mutual Fund. This fund has been in existence for 1 yrs 8 m, having been launched on 17/01/2024. Old Bridge Focused Fund has ₹1,739 Crores worth of assets under management (AUM) as on 31/05/2025 and is small fund of its category. The latest Net Asset Value (NAV) of Old Bridge Focused Fund as of 29/09/2025 is ₹11.57. The fund has an expense ratio of 2.09%, which is higher than what most other Strategy funds charge.

Old Bridge Focused Fund returns of last 1-year are -9.06%. Since launch, it has delivered 9.06% average annual returns.
The fund has the majority of its money invested in Services, Healthcare, Metals & Mining, Consumer Staples, Technology sectors. It has taken less exposure in Services, Healthcare sectors compared to other funds in the category.
The fund's top 5 holdings are in Bharti Airtel Ltd., Kaveri Seed Company Ltd., Redington Ltd., Maruti Suzuki India Ltd., Indian Energy Exchange Ltd..

...

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

Fund managers

Kenneth Andrade

Mr. Andrade is a B.Com (H) from Mumbai University. He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.

Tarang Agrawal

Mr. Agrawal has done B.Com and CFA Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY

Investment objective

The scheme seeks 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).

Old Bridge Mutual Fund details

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

Frequently asked questions

What is the current NAV of Old Bridge Focused Fund?

The current Net Asset Value (NAV) of the Old Bridge Focused Fund plan is approximately ₹11.57 as of Sep 29, 2025.

What are the returns of this mutual fund scheme?

The Old Bridge Focused Fund is a 1 yrs 8 m old fund and has delivered average annual returns of 8.99% since inception.

Old Bridge Focused Fund Returns

1-Year	Since Inception
-8.32%	8.99%

How much does this mutual fund charge as expense ratio?

The Old Bridge Focused Fund has an expense ratio of 2.09%, 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.

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

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.

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

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%

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

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

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%

What is risk level of Old Bridge Focused Fund?

This is a Strategy fund comes with Very High risk.

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

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

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

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.