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NRI
  • Mutual Fund
  • Old Bridge Focused Equity Fund - Regular (G)

Nov 21, 2024

Category

Equity

AUM (Cr.)

936.73

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.29

Sharpe Ratio

13.38

Beta Ratio

0.00

Fund Manager

Kenneth Andrade

Inception Date

Jan 24, 2024

Risk Level

Very High

Investment 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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Old Bridge Focused Equity Fund - Regular (G) -7.26 7.47 0 0 0 13.7
Benchmark - S&P BSE 500 TRI -1.25 9.16 30.4 17.09 18.35 0
Category Average - BEST EQUITY PERFORMERS -5.43 6.19 26.77 13.16 17.48 16.49
Category Rank 6/6 4/6 9/6 9/6 9/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Mirae Asset Focused Fund (IDCW) 22.7060 0.01 20.32 6.66 16.13 8,250.40 0.00 5,000.00 invest
HSBC Focused Fund (G) 24.3997 0.01 27.40 13.80 0.00 1,754.07 2.09 5,000.00 invest
HSBC Focused Fund (IDCW) 18.8227 0.01 27.40 13.81 0.00 1,754.07 2.09 5,000.00 invest
Mirae Asset Focused Fund (G) 24.6980 0.00 20.28 6.64 16.11 8,250.40 0.00 5,000.00 invest
Quant Focused Fund (G) 83.3259 -2.36 22.97 14.79 20.30 1,120.71 2.15 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Equity-Shriram Finance Oct 31, 2024 56.31 6.01 56.42
Equity-Hindalco Inds. Oct 31, 2024 42.05 4.49 13.96
Equity-Marksans Pharma Oct 31, 2024 47.53 5.07 -2.77
Equity-NCC Oct 31, 2024 42.04 4.49 54.81
Equity-HCL Technologies Oct 31, 2024 58.99 6.30 64.21
Equity-Aurobindo Pharma Oct 31, 2024 55.63 5.94 49.58
Equity-Redington Oct 31, 2024 51.43 5.49 54.73
Equity-Bharti Airtel Oct 31, 2024 59.02 6.30 64.40
Equity-Interglobe Aviat Oct 31, 2024 55.98 5.98 37.75
Equity-Indian Energy Ex Oct 31, 2024 44.51 4.75 -0.96

SCHEME DETAILS

AMC Name : Old Bridge Mutual Fund
Fund Name : Old Bridge Focused Equity Fund - Regular (G)
Contact Persone : Kenneth Andrade
Registered Address : 1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051
Telephone No : 022 69459999
Fax No. :
Email : services:oldbridgemf.com
Website : www.oldbridgemf.com