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

Old Bridge Focused IDCW Payout Direct Plan

NAV
₹12.3300
+0.33%
(27 Jun)
AUM
1,739 Cr
TER
1.07%
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
+11.9%
+11.9%
+10.8%
+10.8%
+10.0%
+5.8%
3Y
+29.2%
+29.2%
+29.8%
+29.8%
NA
+21.5%
5Y
+31.0%
+31.0%
NA
NA
NA
+22.3%
ALL
+16.1%
+16.1%
+26.3%
+26.3%
+15.8%
+15.6%
VOL
19.9%
19.9%
16.6%
16.6%
17.2%
-
TER
0.6%
0.6%
0.6%
0.6%
1.1%
-
AUM
₹19,578 Cr
₹19,578 Cr
₹3,981 Cr
₹3,981 Cr
₹1,739 Cr
-
INFO
0.81
0.81
1.59
1.59
0.92
-
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 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 May
Top holdings
Triparty Repo
11.5%
Bharti Airtel Ltd
5.4%
Kaveri Seed Co Ltd
5.4%
Redington Ltd
5.3%
Maruti Suzuki India Ltd
5.3%
Indian Energy Exchange Ltd
5.0%
HCL Technologies Ltd
4.9%
Prestige Estates Projects Ltd
4.9%
Shriram Finance Ltd
4.8%
InterGlobe Aviation Ltd
4.7%
Top industry exposure
Basic Materials
17.5%
Technology
13.1%
Industrials
12.4%
Healthcare
12.1%
Consumer Cyclical
9.8%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
20%
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