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
₹12.7900
+0.16%
(13 Sep)
AUM
590 Cr
TER
1.35%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+49.4%
+49.4%
+44.2%
+44.2%
+39.9%
NA
3Y
+24.9%
+24.9%
+29.9%
+29.9%
+18.6%
NA
5Y
+27.4%
+27.4%
+26.3%
+26.3%
+21.9%
NA
ALL
+17.5%
+17.5%
+16.7%
+16.7%
+14.5%
+27.8%
VOL
16.0%
16.0%
20.2%
20.2%
-
16.8%
TER
0.6%
0.6%
0.5%
0.5%
-
1.4%
AUM
₹10,093 Cr
₹10,093 Cr
₹14,330 Cr
₹14,330 Cr
-
₹590 Cr
INFO
1.10
1.10
0.83
0.83
-
1.65
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 Jul
Top holdings
Indian Energy Exchange Ltd
6.9%
Aurobindo Pharma Ltd
6.2%
InterGlobe Aviation Ltd
6.0%
Marksans Pharma Ltd
5.9%
HCL Technologies Ltd
5.0%
Shriram Finance Ltd
5.0%
Bharti Airtel Ltd
4.9%
Prestige Estates Projects Ltd
4.6%
Antony Waste Handling Cell Ltd Ordinary Shares
4.4%
NCC Ltd
4.4%
Top industry exposure
Industrials
22.6%
Healthcare
18.7%
Financial Services
11.9%
Basic Materials
11.6%
Technology
9.2%
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