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 24-07-2026
NAV ₹12.88(R) -0.16% ₹13.22(D) -0.15%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 9.25% -% -% -% -%
Direct 10.35% -% -% -% -%
Nifty 500 TRI -0.69% 11.84% 12.0% 15.17% 13.34%
SIP (XIRR) Regular 11.7% -% -% -% -%
Direct 12.83% -% -% -% -%
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: 24-07-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Fund - Regular Growth 12.88
-0.0200
-0.1600%
Old Bridge Focused Fund - Regular IDCW 12.88
-0.0200
-0.1600%
Old Bridge Focused Fund - Direct Growth 13.22
-0.0200
-0.1500%
Old Bridge Focused Fund - Direct IDCW 13.22
-0.0200
-0.1500%

Review Date: 24-07-2026

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 % -1.75 -0.77
-0.48
-2.64 | 1.51 25 | 29 Poor
3M Return % 4.63 1.98
3.58
-1.33 | 10.28 8 | 29 Very Good
6M Return % 4.63 0.99
3.19
-6.21 | 17.87 9 | 29 Good
1Y Return % 9.25 -0.69
0.31
-8.37 | 9.76 2 | 29 Very Good
1Y SIP Return % 11.70
2.78
-10.66 | 21.67 3 | 27 Very Good
Return data last Updated On : July 24, 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 % -1.64 -0.77 -0.38 -2.58 | 1.61 25 | 29 Poor
3M Return % 4.84 1.98 3.88 -1.15 | 10.65 8 | 29 Very Good
6M Return % 5.09 0.99 3.79 -5.86 | 18.52 11 | 29 Good
1Y Return % 10.35 -0.69 1.51 -7.66 | 10.61 2 | 29 Very Good
1Y SIP Return % 12.83 4.01 -9.97 | 23.02 3 | 27 Very Good
Return data last Updated On : July 24, 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
24-07-2026 12.88 13.22
23-07-2026 12.9 13.24
22-07-2026 13.06 13.41
21-07-2026 13.18 13.53
20-07-2026 13.08 13.43
17-07-2026 13.11 13.46
16-07-2026 13.17 13.52
15-07-2026 13.17 13.52
14-07-2026 13.14 13.49
13-07-2026 13.25 13.6
10-07-2026 13.3 13.65
09-07-2026 13.16 13.51
08-07-2026 13.04 13.39
07-07-2026 13.33 13.68
06-07-2026 13.39 13.74
03-07-2026 13.34 13.69
02-07-2026 13.28 13.62
01-07-2026 13.14 13.48
30-06-2026 13.15 13.49
29-06-2026 13.03 13.37
25-06-2026 13.13 13.46
24-06-2026 13.11 13.44

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.