Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹2500 & Lump. ₹5000
AUM (Fund size)
₹2,461 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 ₹11.60 NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹2500. The Old Bridge Focused Fund Growth AUM is ₹2,461 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 -5.57% returns, against a category average of -1.46% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.57 | -1.46 | 7.74 |
| 6M | 1.28 | 1.02 | 64.49 |
| 1Y | 11.15 | 4.81 | 137.57 |
| 3Y | 0.00 | 12.91 | 202.94 |
Portfolio Analysis
- Equity: 89.71%
- Debt: 10.29%
- Others
As on: 2026-01-31
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About Fund
Old Bridge Focused Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,461 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundKotak India Growth Fund Series 5 Growth | 0 | 544.46 CR | 1.45 |
| This FundUTI Multi Cap Fund Growth | 0 | 1874.48 CR | 1.98 |
| This FundOld Bridge Focused Fund Growth | 0 | 2461.24 CR | 2.02 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundKotak India Growth Fund Series 5 Growth | 90.258 | 0 |
| This FundUTI Multi Cap Fund Growth | 0 | 0 |
| This FundOld Bridge Focused Fund Growth | 11.1528 | 0 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 : -5.57%
- 6 Months : 1.28%
- 1 Year : 11.15%
- 3 Years : 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 ₹2,461 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