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Old Bridge Focused Fund Growth Return

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  • 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)

₹3,670 Cr

Lock In Period

N/A

Expense Ratio

2.17

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(%)
1M1.06-0.207.74
6M7.351.9964.49
1Y14.184.21137.57
3Y0.0012.22202.94

Portfolio Analysis

  • Equity: 92.87%
  • Debt: 7.13%
  • Others
As on: 2026-06-30
View allocation % by

1. Aurobindo Pharma Limited6.51%
2. Alivus Life Sciences Limited3.84%
3. Granules India Limited3.66%

1. Shriram Finance Limited7.48%

1. Maruti Suzuki India Limited6.33%

1. Bharti Airtel Limited5.90%

1. Redington Limited5.81%

1. Tata Motors Passenger Vehicles Limited5.26%

1. InterGlobe Aviation Limited4.98%

1. Prestige Estates Projects Limited4.96%

1. Ramkrishna Forgings Limited4.32%

1. Hindustan Zinc Limited4.08%

1. Axis Bank Limited3.94%

1. Radico Khaitan Limited3.67%

1. Hindalco Industries Limited3.49%

1. Tata Steel Limited3.48%

1. Kaveri Seed Company Limited2.76%

1. Indian Energy Exchange Limited2.76%

1. United Foodbrands Limited2.40%

1. Action Construction Equipment Limited2.36%

1. The Great Eastern Shipping Company Limited2.33%

1. Medi Assist Healthcare Services Limited1.70%

About Fund Old Bridge Focused Fund Growth

Old Bridge Focused Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹3,670 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.17. 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
Unifi Flexi Cap Fund Growth0199 CR2.62
Old Bridge Focused Fund Growth03,669 CR2.17
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundUnifi Flexi Cap Fund Growth2.04350
This FundOld Bridge Focused Fund Growth14.17530
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

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 2.17. 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 : 1.06%
  • 6 Months : 7.35%
  • 1 Year : 14.18%
  • 3 Years : 0.00%
Returns of Old Bridge Focused Fund Growth are updated daily based on NAV of ₹ 13.42 as on Jul 31,2026. 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 ₹3,670 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.