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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 202613.59
CategoryFocused
PlanRegular · Growth
Launched17 Jan 2024
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1BSE 500 TRI
Expense ratiodirect plan, a year2.11%
AUM₹1,090 Cr
Growth of ₹10,000₹13,57625 Jan 2024 to 2 Sep 2026
₹13,996₹12,907₹11,818₹10,729₹9,640Jan 2024Sep 2024May 2025Jan 2026Sep 2026
₹13,576 (+12.5% a year) Old Bridge Focused Fund

Performance (trailing, annualised)

1Y annualised18.08%

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 ₹1,32,52819.83%

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

Calendar years

Calendar 20257.44%

Rolling returns

Rolling 1Y · average83 windows since 27 Jan 20256.88%
Rolling 1Y · median7.97%
Rolling 1Y · worst window-8.48%
Rolling 1Y · best window24.29%
Rolling 1Y · windows positive82%

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

Risk

Volatility (3Y)16.28%
Downside deviation (3Y)11.62%
Maximum drawdown-19.30%

Management

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

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.

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