OmniAsset
Get app

OmniAsset › Mutual funds › Old Bridge Focused Fund

Old Bridge Focused Fund

Focused fund benchmarked to BSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202613.97
CategoryFocused
PlanDirect · Growth
Launched17 Jan 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year1.06%
AUM₹1,993 Cr
Growth of ₹10,000₹13,95625 Jan 2024 to 2 Sep 2026
₹14,376₹13,197₹12,018₹10,839₹9,660Jan 2024Sep 2024May 2025Jan 2026Sep 2026
₹13,956 (+13.7% a year) Old Bridge Focused Fund

Performance (trailing, annualised)

1Y annualised19.42%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,33,34021.15%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 20258.54%

Rolling returns

Rolling 1Y · average83 windows since 27 Jan 20258.01%
Rolling 1Y · median9.13%
Rolling 1Y · worst window-7.55%
Rolling 1Y · best window25.65%
Rolling 1Y · windows positive86%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)16.26%
Downside deviation (3Y)11.57%
Maximum drawdown-18.94%

Management

Fund managerMr. Kenneth Joseph Andrade, Mr. Tarang Agrawal
Managing since3 Sep 2026

What it holds

SecurityWeight
Shriram Transport Finance Company Ltd7.6%
Redington Ltd6.3%
Aurobindo Pharma Ltd6.0%
Maruti Suzuki India Ltd5.9%
Bharti Airtel Ltd5.8%
Prestige Estates Projects Ltd4.7%
Tata Motors Ltd4.7%
Ramkrishna Forgings Ltd4.6%
Interglobe Aviation Ltd4.4%
Hindustan Zinc Ltd4.3%
SectorWeight
Materials15.9%
Consumer Discretionary15.4%
Financial13.6%
Healthcare12.9%
Technology12.0%

Portfolio disclosed: 91.8% by weight.

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker