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Old Bridge Focused Fund Growth Return

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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)

₹2,906 Cr

Lock In Period

N/A

Expense Ratio

2.65

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

Summary

Old Bridge Focused Fund Growth NAV is ₹12.62 as of 2 Jun, 2026. Old Bridge Focused Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Old Bridge Focused Fund Growth is ₹2500. The AUM of Old Bridge Focused Fund Growth is ₹2,906 Cr. The expense ratio of the fund is 2.65%, and its benchmark is BSE 500 Total Return. The current exit load of the fund 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 last 1M months, Old Bridge Focused Fund Growth has delivered 2.98% returns.

Old Bridge Focused Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.98-0.397.83
6M4.241.1264.49
1Y7.944.15137.57
3Y0.0013.60202.94

Portfolio Analysis

  • Equity: 85.34%
  • Debt: 14.66%
  • Others
As on: 2026-04-30
View allocation % by

1. Aurobindo Pharma Limited5.71%
2. Alivus Life Sciences Limited4.15%
3. Granules India Limited3.95%

1. Shriram Finance Limited6.78%

1. Maruti Suzuki India Limited4.58%

1. Bharti Airtel Limited4.48%

1. Axis Bank Limited4.47%

1. Tata Steel Limited4.18%

1. Redington Limited4.05%

1. Hindustan Zinc Limited4.02%

1. Radico Khaitan Limited3.98%

1. Ramkrishna Forgings Limited3.90%

1. Prestige Estates Projects Limited3.87%

1. UPL Limited3.68%

1. Hindalco Industries Limited3.54%

1. Indian Energy Exchange Limited3.49%

1. InterGlobe Aviation Limited3.43%

1. Kaveri Seed Company Limited3.42%

1. The Great Eastern Shipping Company Limited3.07%

1. Tata Motors Passenger Vehicles Limited2.47%

1. United Foodbrands Limited1.67%

1. Medi Assist Healthcare Services Limited1.29%

1. Antony Waste Handling Cell Limited1.16%

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 ₹2,906 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.65. 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
UTI Multi Cap Fund Growth01930.96 CR2.1
Old Bridge Focused Fund Growth02905.7 CR2.65
Sundaram Emerging Small Cap - Series III Growth0299.68 CR1.35
Fund Name1Y3Y
This FundUTI Multi Cap Fund Growth1.35520
This FundOld Bridge Focused Fund Growth7.93920
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 2.65. 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 : 2.98%
  • 6 Months : 4.24%
  • 1 Year : 7.94%
  • 3 Years : 0.00%
Returns of Old Bridge Focused Fund Growth are updated daily based on NAV of ₹ 12.62 as on May 29,2026. 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 ₹2,906 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.