Grow Your Wealth
with Mutual Funds
Old Bridge Focused Fund Direct-growth
Mid Cap
Very High Risk
Latest AUM
₹ 3,669.6 Cr.
NAV as on 03 aug, 2026
₹ 14.09
+20.58%
3 years annulised
This Fund
Fund Details
Fund Names
Old Bridge Focused Fund Direct-growth
Inception Date
24 Jan 2024
Lock In
No Lock-in
Risk
Principal at very high risk
Portfolio Composition Analysis
Equity
92.87%
Cash
7.13%
Portfolio Updated on: 13 Jul, 2026
Sector Allocations
Equity
Materials
Technology
Financial
Healthcare
Consumer Discretionary
Industrials
Consumer Staples
Real Estate
Energy & Utilities
Portfolio Updated on: 03 aug, 2026
Top 10 Holdings
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Shriram Transport Finance Company Ltd | Financial | Equity | 7.48% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 7.48% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 6.51% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 6.51% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 6.33% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 6.33% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 9.15% |
| Bharti Airtel Ltd | Technology | Equity | 5.90% |
| Bharti Airtel Ltd | Technology | Equity | 5.90% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 6.52% |
Returns Analysis
| Tenure | Absolute | Annualised | Category Average |
|---|---|---|---|
| 3 Months | 10.94% | NA | NA |
| 6 Months | 10.16% | NA | NA |
| 9 Months | 13.90% | NA | NA |
| 1 Year | 22.81% | 22.81% | NA |
| 2 Years | 17.20% | 8.26% | NA |
Launched on 24 Jan 2024, the fund aims Capital appreciation over long-term. Investing in a concentrated portfolio of equity and equity related instruments of upto 30 companies. It manages assets worth ₹3,669.6 crore as on Tue Jun 30, 2026. The expense ratio stands at 1.09%.
Kenneth Andrade has experience He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
Tarang Agrawal has experience Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Top Performing Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| HDFC Focused Fund Direct-growth | 27,303.3 | +2.44% | +7.43% | +0.79% | +6.31% | +18.26% | +19.73% |
| HDFC Focused Fund Direct-idcw | 27,303.3 | +2.44% | +7.43% | +0.79% | +6.31% | +18.26% | +19.73% |
| HDFC Focused Fund Regular-growth | 27,303.3 | +2.36% | +7.18% | +0.32% | +5.28% | +16.99% | +18.32% |
| HDFC Focused Fund Regular-idcw | 27,303.3 | +2.36% | +7.18% | +0.32% | +5.28% | +16.99% | +18.32% |
| ICICI Prudential Focused Equity Fund Direct-growth | 17,011.8 | +2.03% | +8.36% | +1.33% | +9.21% | +19.52% | +17.68% |
| ICICI Prudential Focused Equity Fund Direct-idcw | 17,011.8 | +2.03% | +8.36% | +1.33% | +9.21% | +19.52% | +17.68% |
| Invesco India Focused Fund Direct-growth | 5,634.5 | +3.21% | +14.18% | +12.97% | +5.04% | +23.91% | +16.93% |
| Invesco India Focused Fund Direct-idcw | 5,634.5 | +3.21% | +14.18% | +12.97% | +5.04% | +23.91% | +16.93% |
| ICICI Prudential Focused Equity Fund-growth | 17,011.8 | +1.94% | +8.07% | +0.80% | +8.02% | +18.16% | +16.27% |
| ICICI Prudential Focused Equity Fund-idcw | 17,011.8 | +1.94% | +8.07% | +0.80% | +8.02% | +18.16% | +16.27% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More Funds from Old Bridge Mutual Fund
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund Regular-growth | 3,669.6 | +2.85% | +10.56% | +9.58% | +21.50% | — | — |
| Old Bridge Focused Fund Regular-idcw | 3,669.6 | +2.85% | +10.56% | +9.58% | +21.50% | — | — |
| Old Bridge Focused Fund Direct-idcw | 3,669.6 | +2.92% | +10.94% | +10.16% | +22.81% | — | — |
growth is based on 1-month returns of the funds
Top Mutual Funds
| Fund name | |||||||
|---|---|---|---|---|---|---|---|
| SBI Focused Fund-growth | 47,274.2 | +4.17% | +3.89% | +7.31% | +15.26% | +15.48% | +13.15% |
| SBI Focused Fund Direct Plan-growth | 47,274.2 | +4.24% | +4.08% | +7.71% | +16.15% | +16.42% | +14.15% |
| SBI Focused Fund Direct Plan-idcw | 47,274.2 | +4.24% | +4.08% | +7.71% | +16.15% | +16.42% | +14.15% |
| SBI Focused Fund-idcw | 47,274.2 | +4.17% | +3.89% | +7.31% | +15.26% | +15.48% | +13.15% |
| HDFC Focused Fund Direct-growth | 27,303.3 | +2.44% | +7.43% | +0.79% | +6.31% | +18.26% | +19.73% |
| HDFC Focused Fund Regular-growth | 27,303.3 | +2.36% | +7.18% | +0.32% | +5.28% | +16.99% | +18.32% |
| HDFC Focused Fund Direct-idcw | 27,303.3 | +2.44% | +7.43% | +0.79% | +6.31% | +18.26% | +19.73% |
| HDFC Focused Fund Regular-idcw | 27,303.3 | +2.36% | +7.18% | +0.32% | +5.28% | +16.99% | +18.32% |
| ICICI Prudential Focused Equity Fund-growth | 17,011.8 | +1.94% | +8.07% | +0.80% | +8.02% | +18.16% | +16.27% |
| ICICI Prudential Focused Equity Fund Direct-growth | 17,011.8 | +2.03% | +8.36% | +1.33% | +9.21% | +19.52% | +17.68% |
Top funds are based on Fund AUM
Top Funds
| Fund name | ||||
|---|---|---|---|---|
| Hdfc Focused Fund Direct-growth | ₹273.08 | +18.26% | +19.73% | — |
| Hdfc Focused Fund Direct-idcw | ₹32.48 | +18.26% | +19.73% | — |
| Hdfc Focused Fund Regular-growth | ₹238.41 | +16.99% | +18.32% | — |
| Hdfc Focused Fund Regular-idcw | ₹24.24 | +16.99% | +18.32% | — |
| Icici Prudential Focused Equity Fund Direct-growth | ₹113.11 | +19.52% | +17.68% | — |
| Icici Prudential Focused Equity Fund Direct-idcw | ₹65.85 | +19.52% | +17.68% | — |
| Invesco India Focused Fund Direct-growth | ₹32.13 | +23.91% | +16.93% | — |
| Invesco India Focused Fund Direct-idcw | ₹23.63 | +23.91% | +16.93% | — |
| Icici Prudential Focused Equity Fund-growth | ₹97.57 | +18.16% | +16.27% | — |
| Icici Prudential Focused Equity Fund-idcw | ₹28.74 | +18.16% | +16.27% | — |
growth is based on 5Y returns of the funds
Historical NAV
| Date | NAV |
|---|---|
| 03 Aug 2026 | ₹14.09 |
| 31 Jul 2026 | ₹13.78 |
| 30 Jul 2026 | ₹13.64 |
| 29 Jul 2026 | ₹13.67 |
| 28 Jul 2026 | ₹13.52 |
| 27 Jul 2026 | ₹13.49 |
| 24 Jul 2026 | ₹13.22 |
| 23 Jul 2026 | ₹13.24 |
| 22 Jul 2026 | ₹13.41 |
| 21 Jul 2026 | ₹13.53 |
| 20 Jul 2026 | ₹13.43 |
| 17 Jul 2026 | ₹13.46 |
| 16 Jul 2026 | ₹13.52 |
| 15 Jul 2026 | ₹13.52 |
| 14 Jul 2026 | ₹13.49 |
| 13 Jul 2026 | ₹13.60 |
| 10 Jul 2026 | ₹13.65 |
| 09 Jul 2026 | ₹13.51 |
| 08 Jul 2026 | ₹13.39 |
| 07 Jul 2026 | ₹13.68 |
| 06 Jul 2026 | ₹13.74 |
| 03 Jul 2026 | ₹13.69 |
| 02 Jul 2026 | ₹13.62 |
| 01 Jul 2026 | ₹13.48 |
| 30 Jun 2026 | ₹13.49 |
| 29 Jun 2026 | ₹13.37 |
| 25 Jun 2026 | ₹13.46 |
| 24 Jun 2026 | ₹13.44 |
| 23 Jun 2026 | ₹13.38 |
| 22 Jun 2026 | ₹13.44 |
Portfolio Updated on: 04 Aug, 2026
Fund Growth & Size Analysis
+₹3,669.6 Cr
Since Launch
This Fund
Category Average
Compare Mutual funds
Old Bridge Focused Fund Direct-growth Returns Comparison
Compare Old Bridge Focused Fund Direct-growth with any MF,
EYF, stock or index
Jan 1, 2026 – Feb 1, 2026
Old Bridge Focused Fun....
No funds found for your search.
