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

Old Bridge Focused Growth Direct Plan

NAV
₹11.6000
+1.22%
(4 Aug)
AUM
1,909 Cr
TER
1.04%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below 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
+7.6%
+6.6%
+4.2%
-1.5%
-4.4%
-5.2%
3Y
+26.5%
+24.4%
+23.5%
+16.6%
+21.6%
NA
5Y
NA
+29.6%
+25.9%
+20.3%
NA
NA
ALL
+26.0%
+15.9%
+16.4%
+14.9%
+24.7%
+9.3%
VOL
15.1%
17.0%
15.1%
-
14.7%
16.9%
TER
0.6%
0.6%
0.6%
-
0.4%
1.0%
AUM
₹4,153 Cr
₹20,868 Cr
₹12,244 Cr
-
₹2,186 Cr
₹1,909 Cr
INFO
1.72
0.93
1.08
-
1.68
0.55
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 (G)
₹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 30th Jun
Top holdings
Triparty Repo
7.8%
Redington Ltd
6.3%
Bharti Airtel Ltd
5.6%
Prestige Estates Projects Ltd
5.2%
UPL Ltd
5.1%
Maruti Suzuki India Ltd
5.1%
Shriram Finance Ltd
5.0%
InterGlobe Aviation Ltd
4.8%
Aurobindo Pharma Ltd
4.7%
HCL Technologies Ltd
4.7%
Top industry exposure
Basic Materials
17.5%
Technology
14.9%
Healthcare
13.9%
Industrials
13.0%
Financial Services
9.7%
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.
Fund manager(s)
Tarang Agrawal
Kenneth Andrade

FAQs