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Focused Fund📊 NIFTY 500 TRI(SEBI default)

Old Bridge Focused Fund · Regular · Growth

Old Bridge Mutual Fund

#2 of 28 (1Y)

NAV

₹13.3000

as of 29 Sept 2026

Expense Ratio

2.10%

AUM

₹3,088 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+14.95%
3Y
—
5Y
—
Since Inception
+11.23%

SIP returns (XIRR)

1Y
+13.03%
3Y
—
5Y
—
Since Inception
+9.84%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.67

Sharpe Ratio

+0.14

Alpha

0.32

Beta

0.68

Sortino

15.06%

Std Dev

-13.16%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseOld Bridge Mutual Fund
CategoryFocused Fund
BenchmarkNIFTY 500 TRI ✓
Launch Date24 Jan 2024
AMFI Code152361
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹2,500
Exit LoadIf redeemed/switched out within 365 days from the date of allotment: 1%.

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

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 ₹3,088 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.10%.

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