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 23-10-2026
NAV ₹12.38(R) -1.67% ₹12.74(D) -1.7%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 3.25% -% -% -% -%
Direct 4.34% -% -% -% -%
Benchmark
SIP (XIRR) Regular -2.21% -% -% -% -%
Direct -1.18% -% -% -% -%
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: 23-10-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Fund - Regular Growth 12.38
-0.2100
-1.6700%
Old Bridge Focused Fund - Regular IDCW 12.38
-0.2100
-1.6700%
Old Bridge Focused Fund - Direct Growth 12.74
-0.2200
-1.7000%
Old Bridge Focused Fund - Direct IDCW 12.74
-0.2200
-1.7000%

Review Date: 23-10-2026

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 Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -9.30 -6.54
-7.06
-10.30 | -4.49 25 | 29 Poor
3M Return % -4.03 -6.53
-5.21
-8.63 | 3.33 7 | 29 Very Good
6M Return % -0.24 -5.44
-2.43
-8.73 | 13.50 8 | 29 Very Good
1Y Return % 3.25 -8.97
-6.22
-16.09 | 15.07 2 | 29 Very Good
1Y SIP Return % -2.21
-7.55
-18.07 | 21.08 4 | 27 Very Good
Return data last Updated On : Oct. 23, 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 Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -9.26 -6.54 -6.97 -10.19 | -4.42 25 | 29 Poor
3M Return % -3.78 -6.53 -4.93 -8.32 | 3.61 7 | 29 Very Good
6M Return % 0.24 -5.44 -1.87 -8.39 | 14.13 8 | 29 Very Good
1Y Return % 4.34 -8.97 -5.11 -15.45 | 16.37 2 | 29 Very Good
1Y SIP Return % -1.18 -6.43 -17.44 | 22.44 3 | 27 Very Good
Return data last Updated On : Oct. 23, 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
23-10-2026 12.38 12.74
22-10-2026 12.59 12.96
21-10-2026 12.65 13.02
19-10-2026 12.86 13.24
16-10-2026 13.04 13.42
15-10-2026 13.04 13.42
14-10-2026 13.05 13.42
13-10-2026 13.11 13.49
12-10-2026 12.98 13.35
09-10-2026 12.99 13.37
08-10-2026 12.88 13.25
07-10-2026 13.25 13.63
06-10-2026 13.33 13.71
05-10-2026 13.22 13.6
01-10-2026 13.11 13.48
30-09-2026 13.32 13.7
29-09-2026 13.3 13.68
28-09-2026 13.37 13.75
25-09-2026 13.54 13.93
24-09-2026 13.51 13.89
23-09-2026 13.65 14.04

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.