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
₹11.6900
+0.00%
(24 Apr)
AUM
1,329 Cr
TER
1.14%
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
+19.6%
+18.2%
+15.0%
+13.5%
+9.3%
+7.9%
3Y
+24.9%
+23.5%
+23.4%
NA
+21.5%
+15.3%
5Y
+32.4%
+29.9%
NA
NA
NA
+23.5%
ALL
+16.1%
+16.5%
+26.2%
+13.3%
+26.2%
+15.8%
VOL
17.1%
15.2%
15.2%
17.6%
14.9%
-
TER
0.8%
0.7%
0.6%
1.1%
0.4%
-
AUM
₹17,227 Cr
₹10,484 Cr
₹3,533 Cr
₹1,329 Cr
₹1,971 Cr
-
INFO
0.94
1.08
1.73
0.76
1.76
-
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 Mar
Top holdings
Redington Ltd
6.1%
Bharti Airtel Ltd
6.0%
InterGlobe Aviation Ltd
5.9%
Shriram Finance Ltd
5.8%
Kaveri Seed Co Ltd
5.7%
Indian Energy Exchange Ltd
5.6%
Triparty Repo
5.5%
Aurobindo Pharma Ltd
4.8%
HCL Technologies Ltd
4.6%
Maruti Suzuki India Ltd
4.4%
Top industry exposure
Basic Materials
17.8%
Industrials
15.0%
Healthcare
13.4%
Technology
13.2%
Financial Services
11.4%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
25%
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