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 Reinvest (DR)
₹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.