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 09-09-2026
NAV ₹13.58(R) +0.07% ₹13.97(D) +0.14%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 17.37% -% -% -% -%
Direct 18.69% -% -% -% -%
Nifty 500 TRI 0.95% 10.2% 10.23% 15.53% 12.94%
SIP (XIRR) Regular 18.71% -% -% -% -%
Direct 20.1% -% -% -% -%
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
SBI Focused Fund 1
ITI Focused Fund 2
ICICI Prudential Focused Equity Fund 3
Kotak Focused Fund 4
HDFC Focused Fund 5
Invesco India Focused Fund 6

NAV Date: 09-09-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Fund - Regular Growth 13.58
0.0100
0.0700%
Old Bridge Focused Fund - Regular IDCW 13.58
0.0100
0.0700%
Old Bridge Focused Fund - Direct Growth 13.97
0.0200
0.1400%
Old Bridge Focused Fund - Direct IDCW 13.97
0.0200
0.1400%

Review Date: 09-09-2026

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 % -3.07 -3.26
-2.06
-4.70 | 2.82 20 | 29 Average
3M Return % 8.73 3.11
6.07
0.06 | 15.57 5 | 29 Very Good
6M Return % 16.07 4.77
9.02
-1.79 | 30.29 4 | 29 Very Good
1Y Return % 17.37 0.95
4.03
-8.37 | 27.30 2 | 29 Very Good
1Y SIP Return % 18.71
6.64
-9.71 | 39.47 2 | 27 Very Good
Return data last Updated On : Sept. 9, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2026
KPIs: Key Performance Indicators

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KPIs* Fund Nifty 500 TRI Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -2.92 -3.26 -1.97 -4.59 | 2.92 20 | 29 Average
3M Return % 9.14 3.11 6.38 0.43 | 15.90 5 | 29 Very Good
6M Return % 16.81 4.77 9.67 -1.41 | 31.03 4 | 29 Very Good
1Y Return % 18.69 0.95 5.27 -7.66 | 28.74 2 | 29 Very Good
1Y SIP Return % 20.10 7.91 -9.02 | 41.00 2 | 27 Very Good
Return data last Updated On : Sept. 9, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 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
09-09-2026 13.58 13.97
08-09-2026 13.57 13.95
07-09-2026 13.56 13.94
04-09-2026 13.59 13.97
03-09-2026 13.66 14.04
02-09-2026 13.59 13.97
01-09-2026 13.64 14.02
31-08-2026 13.76 14.14
28-08-2026 13.83 14.21
27-08-2026 13.79 14.17
26-08-2026 13.86 14.24
25-08-2026 13.9 14.28
24-08-2026 13.93 14.31
21-08-2026 13.89 14.27
20-08-2026 13.87 14.25
19-08-2026 13.77 14.15
18-08-2026 13.82 14.19
17-08-2026 13.86 14.24
14-08-2026 13.82 14.2
13-08-2026 13.93 14.31
12-08-2026 13.91 14.29
11-08-2026 13.98 14.36
10-08-2026 14.01 14.39

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.