Old Bridge Focused Equity Fund - Regular IDCW
Category: Equity: Focused
Launch Date: 24-01-2024
AUM:
₹ 319.59 Cr
Expense Ratio
2.49%
Benchmark
S&P BSE 500 TRI
ISIN
INF0S5R01018
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
0
Fund Manager
Kenneth Andrade, Tarang Agrawal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Old Bridge Focused Equity Fund - Regular IDCW | - | - | - |
| S&P BSE 500 TRI | 33.43 | 19.06 | 18.98 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.26
Last change
0.07 (0.6823%)
Fund Size (AUM)
₹ 319.59 Cr
Performance
2.5% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).
Fund Manager
Kenneth Andrade, Tarang Agrawal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 11.36 |
| Shriram Finance Ltd | 4.7 |
| Interglobe Aviation Ltd. | 4.56 |
| Redington Ltd. | 4.5 |
| Prestige Estates Projects Ltd. | 4.49 |
| Aurobindo Pharma Ltd. | 4.36 |
| ITD Cementation India Ltd. | 4.2 |
| Indian Energy Exchange Ltd. | 4.19 |
| Gujarat State Petronet Ltd. | 4.11 |
| Tata Steel Ltd. | 4.1 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Services | 25.26 |
| Healthcare | 16.05 |
| Construction | 12.73 |
| Others | 12.08 |
| Metals & Mining | 9.49 |
| Consumer Staples | 7.89 |
| Financial | 4.7 |
| Energy | 4.11 |
| Communication | 4.03 |
| Technology | 3.66 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Old Bridge Focused Equity Reg IDCW | 0.0 |
| Invesco India Focused Gr | 0.0 |
| Quant Focused Gr | 23.03 |
| JM Focused Fund Reg Gr | 16.33 |
| Mahindra Manulife Focused Fund Reg Gr | 0.0 |
| ICICI Pru Focused Equity Gr | 20.96 |
| HDFC Focused 30 Gr | 20.84 |
| DSP Focus Fund Reg Gr | 16.12 |
| Franklin India Focused Equity Gr | 19.31 |
| BARODA BNP PARIBAS Focused Fund Reg Gr | 0.0 |