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 28-04-2026
NAV ₹12.41(R) 0.0% ₹12.71(D) 0.0%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 8.57% -% -% -% -%
Direct 9.76% -% -% -% -%
Nifty 500 TRI 3.99% 15.46% 13.85% 14.16% 14.46%
SIP (XIRR) Regular 8.95% -% -% -% -%
Direct 10.13% -% -% -% -%
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
Icici Prudential Focused Equity Fund 2
Kotak Focused Fund 3
Mahindra Manulife Focused Fund 4
HDFC Focused Fund 5
Aditya Birla Sun Life Focused Fund 6

NAV Date: 28-04-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.41
0.0000
0.0000%
Old Bridge Focused Equity Fund - Regular IDCW 12.41
0.0000
0.0000%
Old Bridge Focused Equity Fund - Direct Growth 12.71
0.0000
0.0000%
Old Bridge Focused Equity Fund - Direct IDCW 12.71
0.0000
0.0000%

Review Date: 28-04-2026

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 % 11.80 10.92
10.64
7.44 | 17.02 9 | 28 Good
3M Return % 0.32 -1.25
-0.98
-5.56 | 5.85 10 | 28 Good
6M Return % 2.73 -4.18
-4.53
-12.68 | 3.43 2 | 28 Very Good
1Y Return % 8.57 3.99
3.46
-4.31 | 14.59 6 | 28 Very Good
1Y SIP Return % 8.95
-0.49
-12.98 | 14.17 3 | 27 Very Good
Return data last Updated On : April 28, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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 % 11.88 10.92 10.75 7.52 | 17.16 9 | 28 Good
3M Return % 0.55 -1.25 -0.68 -5.39 | 6.15 10 | 28 Good
6M Return % 3.33 -4.18 -3.95 -12.16 | 3.83 2 | 28 Very Good
1Y Return % 9.76 3.99 4.71 -3.17 | 15.50 6 | 28 Very Good
1Y SIP Return % 10.13 0.72 -11.93 | 15.06 4 | 27 Very Good
Return data last Updated On : April 28, 2026.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : March 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
28-04-2026 12.41 12.71
27-04-2026 12.41 12.71
24-04-2026 12.31 12.61
23-04-2026 12.41 12.71
22-04-2026 12.51 12.81
21-04-2026 12.5 12.79
20-04-2026 12.44 12.73
17-04-2026 12.48 12.78
16-04-2026 12.37 12.66
15-04-2026 12.32 12.61
13-04-2026 12.07 12.36
10-04-2026 12.17 12.46
09-04-2026 12.04 12.33
08-04-2026 12.07 12.35
07-04-2026 11.63 11.9
06-04-2026 11.58 11.85
02-04-2026 11.37 11.63
01-04-2026 11.38 11.65
30-03-2026 11.1 11.36

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.