Old Bridge Focused Equity Fund Datagrid
Category Focused Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 27-01-2026
NAV ₹12.31(R) +0.65% ₹12.58(D) +0.72%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 13.56% -% -% -% -%
Direct 14.78% -% -% -% -%
Nifty 500 TRI 10.21% 16.44% 15.78% 15.65% 15.12%
SIP (XIRR) Regular 11.44% -% -% -% -%
Direct 12.76% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Fund AUM As on: 30/12/2025 2239 Cr
Top Focused Fund
Fund Name Rank Rating
Hdfc Focused 30 Fund 1
Icici Prudential Focused Equity Fund 2
Sbi Focused Equity Fund 3
Kotak Focused Equity Fund 4
Dsp Focus Fund 5
Aditya Birla Sun Life Focused Equity Fund 6

NAV Date: 27-01-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.31
0.0800
0.6500%
Old Bridge Focused Equity Fund - Regular IDCW 12.31
0.0800
0.6500%
Old Bridge Focused Equity Fund - Direct Growth 12.58
0.0900
0.7200%
Old Bridge Focused Equity Fund - Direct IDCW 12.58
0.0900
0.7200%

Review Date: 27-01-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization


KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -0.81 -3.60
-3.69
-6.95 | -0.81 1 | 28 Very Good
3M Return % 1.99 -4.19
-4.77
-11.24 | 1.99 1 | 28 Very Good
6M Return % 6.12 0.24
-0.90
-11.08 | 6.64 2 | 28 Very Good
1Y Return % 13.56 10.21
8.32
-0.28 | 18.20 6 | 28 Very Good
1Y SIP Return % 11.44
1.72
-13.16 | 13.37 2 | 28 Very Good
Return data last Updated On : Jan. 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -0.63 -3.60 -3.59 -6.86 | -0.63 1 | 28 Very Good
3M Return % 2.36 -4.19 -4.48 -10.94 | 2.36 1 | 28 Very Good
6M Return % 6.70 0.24 -0.29 -10.50 | 7.06 2 | 28 Very Good
1Y Return % 14.78 10.21 9.63 1.00 | 19.53 6 | 28 Very Good
1Y SIP Return % 12.76 2.98 -11.99 | 14.27 3 | 28 Very Good
Return data last Updated On : Jan. 27, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Dec. 31, 2025
KPIs: Key Performance Indicators

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Old Bridge Focused Equity Fund NAV Regular Growth Old Bridge Focused Equity Fund NAV Direct Growth
27-01-2026 12.31 12.58
23-01-2026 12.23 12.49
22-01-2026 12.29 12.55
21-01-2026 12.17 12.42
20-01-2026 12.18 12.43
19-01-2026 12.45 12.71
16-01-2026 12.42 12.69
14-01-2026 12.46 12.72
13-01-2026 12.38 12.64
12-01-2026 12.39 12.65
09-01-2026 12.38 12.64
08-01-2026 12.55 12.81
07-01-2026 12.75 13.02
06-01-2026 12.77 13.04
05-01-2026 12.69 12.95
02-01-2026 12.69 12.95
01-01-2026 12.64 12.9
31-12-2025 12.57 12.83
30-12-2025 12.46 12.72
29-12-2025 12.41 12.66

Fund Launch Date: 24/Jan/2024
Fund Category: Focused Fund
Investment Objective: To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies acrossmarket 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.
Fund Description: An Open-ended Equity Scheme investing in maximum 30 stocks (Multi Cap)
Fund Benchmark: BSE 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.