Old Bridge Focused Fund · Regular · Growth
NAV
₹12.7900
as of 17 Jun 2026
Expense Ratio
2.02%
AUM
₹2,416 Cr
Lumpsum returns (CAGR)
- 1Y
- +7.39%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.82%
SIP returns (XIRR)
- 1Y
- +12.22%
- 3Y
- —
- 5Y
- —
- Since Inception
- +9.02%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹15,524
Benchmark
₹14,855
+₹669 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹14,500
Invested
₹15,524
Value today
5.8%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,233
Value today
9.2%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹6,83,551
Value today
-7.6%
vs lumpsum
Direct lumpsum would have beaten STP by 7.6% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised0.06
Sharpe Ratio
+0.04
Alpha
0.54
Beta
0.06
Sortino
16.53%
Std Dev
-13.16%
Max Drawdown
Performance Comparison
Thinking about Old Bridge Focused Fund · Regular · Growth?
Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.
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 ₹2,416 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