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

Old Bridge Focused Equity IDCW Payout Direct Plan

NAV
₹10.2200
-0.10%
(13 May)
TER
1.44%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+64.2%
+64.2%
+41.4%
+41.4%
+31.7%
NA
3Y
+25.2%
+25.2%
+23.8%
+23.8%
+17.3%
NA
5Y
NA
NA
NA
NA
+16.9%
NA
ALL
+28.8%
+28.8%
+28.8%
+28.8%
+15.7%
+2.2%
VOL
14.8%
14.8%
15.9%
15.9%
-
14.5%
TER
0.7%
0.7%
0.4%
0.4%
-
1.4%
AUM
₹2,350 Cr
₹2,350 Cr
₹1,339 Cr
₹1,339 Cr
-
NA
INFO
1.94
1.94
1.81
1.81
-
0.15
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 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 Mar
Top holdings
Triparty Repo
8.9%
Net Receivables / (Payables)
8.7%
Aurobindo Pharma Ltd
4.6%
InterGlobe Aviation Ltd
4.5%
Radico Khaitan Ltd
4.5%
Prestige Estates Projects Ltd
4.5%
HCL Technologies Ltd
4.5%
Indian Energy Exchange Ltd
4.4%
Shriram Finance Ltd
4.4%
Redington Ltd
4.3%
Top industry exposure
Industrials
17.3%
Healthcare
16.1%
Basic Materials
11.8%
Technology
8.8%
Financial Services
8.7%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
3%
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)
Kenneth Andrade
Tarang Agrawal

FAQs