Old Bridge Focused Fund - Regular Growth
₹12.6200
₹0.16 (-1.25%)
NAV as of 29 May 2026
Today's NAV — all variants
Regular · Growth
₹₹12.6200
₹0.16 (-1.25%)
29 May 2026
AMFI: 152361
Direct · Growth
₹₹12.9300
₹0.16 (-1.22%)
29 May 2026
AMFI: 152358
Regular · IDCW
₹₹12.6200
₹0.16 (-1.25%)
29 May 2026
AMFI: 152363
Direct · IDCW
₹₹12.9300
₹0.16 (-1.22%)
29 May 2026
AMFI: 152359
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹14,000
Invested
₹15,388
Value today
8.1%
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
₹1,262
Value today
10.4%
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
₹6,99,017
Value today
-7.7%
vs lumpsum
Direct lumpsum would have beaten STP by 7.7% — but STP reduced timing risk
Model your own STP with real NAVBeat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹15,388
Benchmark
₹14,379
+₹1,009 extra wealth vs the benchmark index
Backtest this SIP yourselfDirect vs Regular — ₹500/month over 2 years
Expense ratio drag on your actual returns
Direct plan
₹13,655
Regular plan
₹13,506
Direct earns ₹149 more on a ₹12K investment — 0.62% extra return per year
Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.
Learn about Direct vs Regular plansFund Details
Risk Metrics
Trailing 1 year, annualised-0.01
Sharpe Ratio
+0.04
Alpha
0.51
Beta
-0.01
Sortino
16.38%
Std Dev
-14.32%
Max Drawdown
Portfolio Holdings
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
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