Old Bridge Focused Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Old Bridge Focused Fund Growth Fund Overview
SIP ₹2500 & Lump. ₹5000
₹4,354 Cr
N/A
2.13
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
BSE 500 Total Return
Old Bridge Focused Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.69 | -1.15 | 2.31 |
| 6M | 20.00 | 4.71 | 35.08 |
| 1Y | 15.32 | 4.28 | 28.38 |
| 3Y | 0.00 | 14.30 | 72.63 |
Portfolio Analysis
- Equity: 92.32%
- Debt: 7.68%
- Others
About Fund Old Bridge Focused Fund Growth
Old Bridge Focused Fund Growth managed by Old Bridge Mutual Fund,is a Focused Fundsscheme with Assets Under Management of ₹4,354 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.13. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Old Bridge Focused Fund Growth | 0 | 4,354 CR | 2.13 |
| Invesco India Focused Fund Growth | 4 | 6,453 CR | 1.94 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundOld Bridge Focused Fund Growth | 15.3247 | 0 |
| This FundInvesco India Focused Fund Growth | 3.1659 | 65.9836 |
Old Bridge Focused Fund Growth FAQs
- 1 Month : -3.69%
- 6 Months : 20.00%
- 1 Year : 15.32%
- 3 Years : 0.00%
