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

Old Bridge Focused Growth Direct Plan

NAV
₹12.1400
+1.85%
(16 Sep)
AUM
1,941 Cr
TER
1.04%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above 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
+6.8%
+4.8%
+0.2%
-2.6%
-3.8%
-6.8%
3Y
+23.1%
+23.6%
+25.2%
+15.7%
+20.2%
NA
5Y
+29.5%
+26.2%
NA
+19.8%
NA
NA
ALL
+16.0%
+16.6%
+25.4%
+14.4%
+24.6%
+11.2%
VOL
16.9%
15.1%
15.0%
-
14.6%
16.6%
TER
0.6%
0.6%
0.6%
-
0.4%
1.0%
AUM
₹22,444 Cr
₹12,560 Cr
₹7,265 Cr
-
₹2,120 Cr
₹1,941 Cr
INFO
0.95
1.10
1.70
-
1.69
0.68
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 (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 Aug
Top holdings
Triparty Repo
10.9%
Maruti Suzuki India Ltd
5.9%
HCL Technologies Ltd
5.8%
UPL Ltd
5.5%
Bharti Airtel Ltd
5.2%
Shriram Finance Ltd
5.0%
Redington Ltd
5.0%
Prestige Estates Projects Ltd
4.9%
Aurobindo Pharma Ltd
4.8%
InterGlobe Aviation Ltd
4.4%
Top industry exposure
Basic Materials
17.4%
Technology
14.3%
Industrials
12.7%
Healthcare
12.1%
Consumer Cyclical
9.9%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
17%
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