Old Bridge Focused Fund Growth Return

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  • 3M
  • 6M
  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Old Bridge Focused Fund Growth Fund Overview

Min. investment

SIP ₹2500 & Lump. ₹5000

AUM (Fund size)

₹4,542 Cr

Lock In Period

N/A

Expense Ratio

2.1

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

Benchmark

BSE 500 Total Return

Old Bridge Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.21-0.402.31
6M2.411.5018.65
1Y4.602.9928.06
3Y0.0013.4978.18

Portfolio Analysis

  • Equity: 90.93%
  • Debt: 9.07%
  • Others
As on: 2026-09-30
View allocation % by

1. Aurobindo Pharma Limited5.57%
2. Alivus Life Sciences Limited4.01%
3. Granules India Limited3.08%

1. Shriram Finance Limited7.18%

1. Redington Limited6.96%

1. Jubilant Foodworks Limited4.10%
2. United Foodbrands Limited2.06%

1. InterGlobe Aviation Limited4.97%

1. ITC Limited4.86%

1. Bharti Airtel Limited4.53%

1. Ramkrishna Forgings Limited4.34%

1. Maruti Suzuki India Limited4.34%

1. Hindustan Zinc Limited3.93%

1. Tata Steel Limited3.86%

1. Prestige Estates Projects Limited3.80%

1. Hindalco Industries Limited3.72%

1. Radico Khaitan Limited3.62%

1. Tata Motors Passenger Vehicles Limited3.42%

1. Axis Bank Limited2.90%

1. Action Construction Equipment Limited2.31%

1. The Great Eastern Shipping Company Limited1.98%

1. Indian Energy Exchange Limited1.91%

1. Kaveri Seed Company Limited1.82%

1. Medi Assist Healthcare Services Limited1.13%
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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 ₹4,542 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.1. 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
Old Bridge Focused Fund Growth04,541 CR2.1
Invesco India Focused Fund Growth46,228 CR1.94
Fund Name1Y3Y
This FundOld Bridge Focused Fund Growth4.59770
This FundInvesco India Focused Fund Growth1.693171.4031

Old Bridge Focused Fund Growth 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 2.1. 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 : -4.21%
  • 6 Months : 2.41%
  • 1 Year : 4.60%
  • 3 Years : 0.00%
Returns of Old Bridge Focused Fund Growth are updated daily based on NAV of ₹ 12.62 as on Oct 30,2026. 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 ₹4,542 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.
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