Old Bridge Focused Equity Fund Datagrid
Category Focused Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 04-12-2025
NAV ₹12.19(R) -0.33% ₹12.43(D) -0.32%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.33% -% -% -% -%
Direct 2.39% -% -% -% -%
Nifty 500 TRI 3.82% 15.22% 17.88% 15.87% 14.96%
SIP (XIRR) Regular 10.83% -% -% -% -%
Direct 11.94% -% -% -% -%
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
CANARA ROBECO FOCUSED EQUITY FUND 4
Bandhan Focused Equity Fund 5
Kotak Focused Equity Fund 6

NAV Date: 04-12-2025

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.19
-0.0400
-0.3300%
Old Bridge Focused Equity Fund - Regular IDCW 12.19
-0.0400
-0.3300%
Old Bridge Focused Equity Fund - Direct Growth 12.43
-0.0400
-0.3200%
Old Bridge Focused Equity Fund - Direct IDCW 12.43
-0.0400
-0.3200%

Review Date: 04-12-2025

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 % 1.25 0.33
-0.09
-3.03 | 2.70 5 | 28 Very Good
3M Return % 6.00 4.18
3.12
-3.50 | 7.21 3 | 28 Very Good
6M Return % 2.52 4.72
4.17
-2.50 | 9.72 21 | 28 Average
1Y Return % 1.33 3.82
1.49
-6.68 | 13.36 13 | 28 Good
1Y SIP Return % 10.83
10.40
-1.29 | 21.83 11 | 28 Good
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 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 % 1.30 0.33 0.00 -2.93 | 2.76 5 | 28 Very Good
3M Return % 6.24 4.18 3.43 -3.18 | 7.42 3 | 28 Very Good
6M Return % 3.07 4.72 4.80 -1.90 | 10.16 21 | 28 Average
1Y Return % 2.39 3.82 2.71 -5.62 | 14.26 13 | 28 Good
1Y SIP Return % 11.94 11.73 -0.02 | 22.78 13 | 28 Good
Return data last Updated On : Dec. 4, 2025.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Oct. 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
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
11-11-2025 12.2 12.44
10-11-2025 12.15 12.38
07-11-2025 12.11 12.34
06-11-2025 12.05 12.28
04-11-2025 12.04 12.27

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.