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 IDCW Payout (DP)
₹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 Oct
Top holdings
Bharti Airtel Ltd
6.3%
HCL Technologies Ltd
6.3%
Shriram Finance Ltd
6.0%
InterGlobe Aviation Ltd
6.0%
Aurobindo Pharma Ltd
5.9%
Redington Ltd
5.5%
Marksans Pharma Ltd
5.1%
Indian Energy Exchange Ltd
4.8%
Hindalco Industries Ltd
4.5%
NCC Ltd
4.5%
Top industry exposure
Healthcare
20.0%
Industrials
15.0%
Technology
13.9%
Basic Materials
11.6%
Financial Services
10.8%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
18%
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.