Old Bridge Focused Fund · Regular · Growth
NAV
₹13.4200
as of 31 Jul 2026
Expense Ratio
2.02%
AUM
₹3,084 Cr
Lumpsum returns (CAGR)
- 1Y
- +16.59%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.40%
SIP returns (XIRR)
- 1Y
- +19.23%
- 3Y
- —
- 5Y
- —
- Since Inception
- +11.97%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.44
Sharpe Ratio
+0.10
Alpha
0.32
Beta
0.44
Sortino
16.09%
Std Dev
-13.16%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
Old Bridge Focused Fund · Regular · Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.
About This Fund
Old Bridge Focused Fund · Regular · Growth is a Focused Fund mutual fund offered by Old Bridge Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹3,084 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.02%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations