Scheme

Old Bridge Focused Fund - Direct Growth

Old Bridge Mutual Fund · Equity Scheme - Focused FundNAV 13.3500 on 03 Nov 20261Y 7.92%

All funds

Factsheet

As of 31 Aug 2026

Scheme riskometer

Very High

Benchmark riskometer

Very High

Inception
24 Jan 2024
Fund managers
Kenneth Andrade
Benchmark
BSE 500 TRI
AUM
4354.21 crore
Regular expense
1.62%
Direct expense
0.73%
Portfolio turnover
0.18
Minimum investment
₹ 5,000
SIP minimum
₹ 2500
Exit load
(i) If redeemed/switched out within 365 days from the date of allotment: 1% (ii) If redeemed/switched out after 365 days from the date of allotment – Nil Minimum Investment Amount (Lumpsum) Minimum of ` 5000/-and in multiple of ` 1 Minimum Redemption Amount ` 1000/- and in multiples of Re 0.01/- or account balance, whichever is lower Minimum Additional Subscription Amount (Lumpsum) Minimum of ` 10

Portfolio

As of 31 Aug 2026

Top 10 holdings

Holding% of net assets
Shriram Finance Limited7.39%
Redington Limited6.38%
Aurobindo Pharma Limited5.97%
Maruti Suzuki India Limited5.12%
Bharti Airtel Limited4.87%
Ramkrishna Forgings Limited4.8%
Prestige Estates Projects Limited4.37%
Hindustan Zinc Limited4.32%
InterGlobe Aviation Limited4.09%
Alivus Life Sciences Limited3.94%

Sectors

Pharmaceuticals & Biotechnology13.05%
Automobiles9.01%
Non - Ferrous Metals7.96%
Finance7.39%
Commercial Services & Supplies6.38%
Leisure Services6.18%
Transport Services5.81%
Telecom - Services4.87%
Auto Components4.8%
Realty4.37%
Beverages3.88%
Diversified FMCG3.78%
Ferrous Metals3.35%
Banks3.21%
Capital Markets2.24%
Agricultural, Commercial & Construction Vehicles2.17%
Agricultural Food & other Products2%
Insurance1.29%
Other Utilities0.58%