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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹2500 & Lump. ₹5000

AUM (Fund size)

₹2,333 Cr

Lock In Period

N/A

Expense Ratio

2.02

Benchmark

BSE 500 Total Return

Exit Load

If redeemed/switched out within 365 days from the date of allotment: 1%If redeemed/switched out after 365 days from the date of allotment - Nil

Summary

Latest details for Old Bridge Focused Fund Growth include a ₹12.50 NAV as of Apr 21,2026 and returns since inception of --%. Minimum investments start at SIP ₹2500. The Old Bridge Focused Fund Growth AUM is ₹2,333 Cr, with a lock-in of N/A years, expense ratio of 2.02%, and benchmark BSE 500 Total Return. Exit load is - If redeemed/switched out within 365 days from the date of allotment: 1%If redeemed/switched out after 365 days from the date of allotment - Nil. In the growth review for 1M Month/Year, the fund recorded 8.36% returns, against a category average of -0.29% and a category best of 12.47%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M8.36-0.2912.47
6M4.191.6864.49
1Y10.484.31137.57
3Y0.0010.92202.94

Portfolio Analysis

  • Equity: 83.27%
  • Debt: 16.73%
  • Others
As on: 2026-03-31
View allocation % by

1. Aurobindo Pharma Limited6.63%
2. Granules India Limited4.21%
3. Alivus Life Sciences Limited3.91%

1. Shriram Finance Limited7.80%

1. Axis Bank Limited4.53%

1. Tata Steel Limited4.47%

1. Hindustan Zinc Limited4.22%

1. Maruti Suzuki India Limited4.11%

1. Bharti Airtel Limited4.05%

1. Redington Limited3.93%

1. Hindalco Industries Limited3.76%

1. UPL Limited3.60%

1. InterGlobe Aviation Limited3.50%

1. The Great Eastern Shipping Company Limited3.43%

1. Prestige Estates Projects Limited3.42%

1. Radico Khaitan Limited3.36%

1. Ramkrishna Forgings Limited3.06%

1. Indian Energy Exchange Limited2.80%

1. Tata Motors Passenger Vehicles Limited2.67%

1. Kaveri Seed Company Limited2.30%

1. Medi Assist Healthcare Services Limited1.35%

1. United Foodbrands Limited1.13%

1. Antony Waste Handling Cell Limited1.03%

About Fund

Old Bridge Focused Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,333 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.02. Under the expert guidance of Tarang Agrawal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Tarang Agrawal

Mr. Tarang Agrawal holds B. Com, CFA. Mr. Tarang Agrawal has a formal experience of over 4 years in the capital markets. Prior to joining Old Bridge Asset Management, Tarang worked as an Investment Analyst at Old Bridge Capital Management Private Ltd. In his role he has covered multiple industries and has a keen interest in state and central finances.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundJM Small Cap Fund Growth0560.03 CR2.37
This FundOld Bridge Focused Fund Growth02332.95 CR2.02
This FundSundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundJM Small Cap Fund Growth1.84590
This FundOld Bridge Focused Fund Growth10.47960
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

FAQs

Old Bridge Focused Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Old Bridge Focused Fund Growth is 2.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Old Bridge Focused Fund Growth’s fund performance is as follows:
  • 1 Month : 8.36%
  • 6 Months : 4.19%
  • 1 Year : 10.48%
  • 3 Years : 0.00%
Returns of Old Bridge Focused Fund Growth are updated daily based on NAV of ₹ 12.50 as on Apr 21,2026. Since inception, the return has been 0.00%.

You can invest in Old Bridge Focused Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Old Bridge Focused Fund Growth is ₹2,333 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Old Bridge Focused Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500