Old Bridge Focused Equity Fund Datagrid
Category Focused Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 12-02-2026
NAV ₹12.56(R) -0.4% ₹12.84(D) -0.31%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 15.55% -% -% -% -%
Direct 16.83% -% -% -% -%
Nifty 500 TRI 14.19% 17.78% 14.76% 16.15% 16.32%
SIP (XIRR) Regular 14.21% -% -% -% -%
Direct 15.5% -% -% -% -%
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: 12-02-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.56
-0.0500
-0.4000%
Old Bridge Focused Equity Fund - Regular IDCW 12.56
-0.0500
-0.4000%
Old Bridge Focused Equity Fund - Direct Growth 12.84
-0.0400
-0.3100%
Old Bridge Focused Equity Fund - Direct IDCW 12.84
-0.0400
-0.3100%

Review Date: 12-02-2026

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 % 1.37 0.69
1.03
-2.60 | 4.84 9 | 28 Good
3M Return % 2.45 -0.67
-0.44
-6.28 | 3.65 3 | 28 Very Good
6M Return % 10.66 5.12
4.44
-6.75 | 10.96 3 | 28 Very Good
1Y Return % 15.55 14.19
12.52
3.65 | 22.63 8 | 28 Good
1Y SIP Return % 14.21
9.24
-4.75 | 22.02 6 | 27 Very Good
Return data last Updated On : Feb. 12, 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

Rotate the phone! Best viewed in landscape mode on mobile.
KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 1.50 0.69 1.13 -2.51 | 4.90 9 | 28 Good
3M Return % 2.80 -0.67 -0.14 -6.00 | 3.99 2 | 28 Very Good
6M Return % 11.27 5.12 5.08 -6.14 | 11.44 3 | 28 Very Good
1Y Return % 16.83 14.19 13.88 4.99 | 24.27 8 | 28 Good
1Y SIP Return % 15.50 10.58 -3.49 | 23.66 7 | 27 Very Good
Return data last Updated On : Feb. 12, 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
12-02-2026 12.56 12.84
11-02-2026 12.61 12.88
10-02-2026 12.57 12.85
09-02-2026 12.61 12.88
06-02-2026 12.4 12.67
05-02-2026 12.4 12.67
04-02-2026 12.56 12.83
03-02-2026 12.52 12.79
02-02-2026 12.18 12.44
30-01-2026 12.38 12.64
29-01-2026 12.41 12.68
28-01-2026 12.37 12.64
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

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.