Previously Known As : Old Bridge Focused Equity Fund
Old Bridge Focused Fund Datagrid
Category Focused Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 13-03-2026
NAV ₹11.6(R) -2.19% ₹11.87(D) -2.14%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.74% -% -% -% -%
Direct 11.04% -% -% -% -%
Nifty 500 TRI 7.03% 15.05% 12.45% 13.56% 14.3%
SIP (XIRR) Regular -3.14% -% -% -% -%
Direct -1.99% -% -% -% -%
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

NAV Date: 13-03-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 11.6
-0.2600
-2.1900%
Old Bridge Focused Equity Fund - Regular IDCW 11.6
-0.2600
-2.1900%
Old Bridge Focused Equity Fund - Direct Growth 11.87
-0.2600
-2.1400%
Old Bridge Focused Equity Fund - Direct IDCW 11.87
-0.2600
-2.1400%

Review Date: 13-03-2026


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 % -6.15 -8.21
-8.77
-11.97 | -6.15 1 | 27 Very Good
3M Return % -5.84 -9.72
-9.86
-16.44 | -4.20 2 | 27 Very Good
6M Return % -1.02 -7.62
-8.69
-17.92 | -1.02 1 | 27 Very Good
1Y Return % 9.74 7.03
5.42
-4.44 | 13.88 6 | 27 Very Good
1Y SIP Return % -3.14
-11.53
-24.24 | -2.80 2 | 26 Very Good
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -6.02 -8.21 -8.68 -11.87 | -6.02 1 | 27 Very Good
3M Return % -5.57 -9.72 -9.59 -16.20 | -3.95 2 | 27 Very Good
6M Return % -0.42 -7.62 -8.14 -17.40 | -0.42 1 | 27 Very Good
1Y Return % 11.04 7.03 6.72 -3.23 | 15.41 6 | 27 Very Good
1Y SIP Return % -1.99 -10.38 -23.21 | -1.44 2 | 26 Very Good
Return data last Updated On : March 13, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Feb. 27, 2026
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 Fund NAV Regular Growth Old Bridge Focused Fund NAV Direct Growth
13-03-2026 11.6 11.87
12-03-2026 11.86 12.13
11-03-2026 11.92 12.19
10-03-2026 12.02 12.29
09-03-2026 11.7 11.96
06-03-2026 11.93 12.2
05-03-2026 12.0 12.27
04-03-2026 11.83 12.1
02-03-2026 12.11 12.38
27-02-2026 12.28 12.56
26-02-2026 12.36 12.63
25-02-2026 12.32 12.59
24-02-2026 12.17 12.44
23-02-2026 12.24 12.51
20-02-2026 12.32 12.59
19-02-2026 12.31 12.58
18-02-2026 12.41 12.68
17-02-2026 12.39 12.67
16-02-2026 12.39 12.66
13-02-2026 12.36 12.63

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.