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 11-06-2026
NAV ₹12.33(R) -0.24% ₹12.64(D) -0.24%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular 1.73% -% -% -% -%
Direct 2.85% -% -% -% -%
Nifty 500 TRI -4.39% 12.59% 11.36% 13.49% 13.77%
SIP (XIRR) Regular 3.86% -% -% -% -%
Direct 4.91% -% -% -% -%
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: 11-06-2026

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.33
-0.0300
-0.2400%
Old Bridge Focused Equity Fund - Regular IDCW 12.33
-0.0300
-0.2400%
Old Bridge Focused Equity Fund - Direct Growth 12.64
-0.0300
-0.2400%
Old Bridge Focused Equity Fund - Direct IDCW 12.64
-0.0300
-0.2400%

Review Date: 11-06-2026

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 % -2.99 -2.86
-2.42
-5.03 | 1.02 20 | 28 Average
3M Return % 3.44 0.51
1.59
-3.61 | 11.05 7 | 28 Very Good
6M Return % 1.57 -5.81
-4.79
-12.32 | 6.04 5 | 28 Very Good
1Y Return % 1.73 -4.39
-3.76
-11.94 | 6.44 6 | 28 Very Good
1Y SIP Return % 3.86
-5.79
-17.05 | 9.65 4 | 27 Very Good
Return data last Updated On : June 11, 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 % -2.92 -2.86 -2.33 -4.90 | 1.15 20 | 28 Average
3M Return % 3.69 0.51 1.89 -3.43 | 11.47 7 | 28 Very Good
6M Return % 2.10 -5.81 -4.22 -11.99 | 6.64 5 | 28 Very Good
1Y Return % 2.85 -4.39 -2.59 -10.89 | 7.27 6 | 28 Very Good
1Y SIP Return % 4.91 -4.65 -16.40 | 10.89 5 | 27 Very Good
Return data last Updated On : June 11, 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
11-06-2026 12.33 12.64
10-06-2026 12.36 12.67
09-06-2026 12.49 12.8
08-06-2026 12.34 12.65
05-06-2026 12.54 12.86
04-06-2026 12.6 12.92
03-06-2026 12.59 12.9
02-06-2026 12.61 12.93
01-06-2026 12.59 12.9
29-05-2026 12.62 12.93
27-05-2026 12.78 13.09
26-05-2026 12.75 13.07
25-05-2026 12.74 13.06
22-05-2026 12.63 12.94
21-05-2026 12.66 12.97
20-05-2026 12.6 12.91
19-05-2026 12.58 12.89
18-05-2026 12.52 12.83
15-05-2026 12.54 12.85
14-05-2026 12.57 12.88
13-05-2026 12.49 12.8
12-05-2026 12.44 12.75
11-05-2026 12.71 13.02

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.