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

Old Bridge Focused IDCW Reinvest Direct Plan

NAV
₹12.4400
-0.56%
(24 Feb)
AUM
2,419 Cr
TER
0.97%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+21.6%
+21.6%
+21.6%
+14.1%
+13.0%
+3.6%
3Y
+24.9%
+24.9%
+24.9%
NA
+17.2%
+23.6%
5Y
+20.5%
+20.5%
+20.5%
NA
+13.8%
+17.1%
ALL
+16.1%
+16.1%
+16.1%
+11.0%
+13.0%
+20.6%
VOL
15.7%
15.7%
15.7%
15.8%
-
16.1%
TER
0.6%
0.6%
0.6%
1.0%
-
0.6%
AUM
₹14,935 Cr
₹14,935 Cr
₹14,935 Cr
₹2,419 Cr
-
₹4,867 Cr
INFO
1.03
1.03
1.03
0.70
-
1.28
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 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 Jan
Top holdings
Shriram Finance Ltd
8.8%
Triparty Repo
8.3%
HCL Technologies Ltd
7.7%
Redington Ltd
5.1%
Aurobindo Pharma Ltd
5.0%
Hindustan Zinc Ltd
4.8%
Maruti Suzuki India Ltd
4.7%
Tata Steel Ltd
4.3%
Bharti Airtel Ltd
4.3%
UPL Ltd
4.3%
Top industry exposure
Basic Materials
20.0%
Financial Services
15.7%
Healthcare
13.6%
Technology
12.8%
Industrials
10.9%
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