Old Bridge Focused Equity Fund Datagrid
Category Focused Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 12-12-2025
NAV ₹12.28(R) +1.15% ₹12.53(D) +1.21%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.82% -% -% -% -%
Direct 2.87% -% -% -% -%
Nifty 500 TRI 3.05% 15.53% 17.36% 16.03% 15.17%
SIP (XIRR) Regular 12.03% -% -% -% -%
Direct 13.27% -% -% -% -%
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: 30/06/2025 1599 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
CANARA ROBECO FOCUSED EQUITY FUND 5
Dsp Focus Fund 6

NAV Date: 12-12-2025

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.28
0.1400
1.1500%
Old Bridge Focused Equity Fund - Regular IDCW 12.28
0.1400
1.1500%
Old Bridge Focused Equity Fund - Direct Growth 12.53
0.1500
1.2100%
Old Bridge Focused Equity Fund - Direct IDCW 12.53
0.1500
1.2100%

Review Date: 12-12-2025

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 % 0.16 -0.45
-0.50
-4.80 | 2.19 9 | 28 Good
3M Return % 4.87 2.44
1.56
-5.55 | 6.10 3 | 28 Very Good
6M Return % 2.33 3.56
3.06
-3.96 | 9.07 19 | 28 Average
1Y Return % 1.82 3.05
0.92
-8.50 | 12.09 13 | 28 Good
1Y SIP Return % 12.03
10.75
-2.42 | 22.44 11 | 28 Good
Return data last Updated On : Dec. 12, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 2025
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 0.32 -0.45 -0.40 -4.73 | 2.26 8 | 28 Good
3M Return % 5.21 2.44 1.87 -5.24 | 6.30 3 | 28 Very Good
6M Return % 2.87 3.56 3.69 -3.32 | 9.50 19 | 28 Average
1Y Return % 2.87 3.05 2.13 -7.32 | 12.98 13 | 28 Good
1Y SIP Return % 13.27 12.09 -1.15 | 23.40 11 | 28 Good
Return data last Updated On : Dec. 12, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 28, 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
12-12-2025 12.28 12.53
11-12-2025 12.14 12.38
10-12-2025 12.05 12.29
09-12-2025 12.05 12.29
08-12-2025 12.0 12.24
05-12-2025 12.23 12.47
04-12-2025 12.19 12.43
03-12-2025 12.19 12.43
02-12-2025 12.23 12.47
01-12-2025 12.28 12.53
28-11-2025 12.25 12.49
27-11-2025 12.26 12.49
26-11-2025 12.27 12.51
25-11-2025 12.15 12.39
24-11-2025 12.08 12.31
21-11-2025 12.17 12.41
20-11-2025 12.3 12.53
19-11-2025 12.27 12.5
18-11-2025 12.29 12.53
17-11-2025 12.37 12.61
14-11-2025 12.28 12.52
13-11-2025 12.32 12.56
12-11-2025 12.26 12.49

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.