Old Bridge Mutual FundFocusedDirect plan, growth

Old Bridge Focused Fund

Compare focused funds Compare with others

NAV: ₹13.87; —11 Sept 2026
AUM (₹ Cr): 3,088; Average, April - June 2026
Expense ratio: 1.06%; Regular 2.11%
Risk: Very High; SEBI riskometer

1Y return: 16.8%+16.7%; Benchmark 0.0%
3Y CAGR: —; Category 12.3%
5Y CAGR: —; Category 11.7%

Loading NAV history…

Old Bridge Focused Fund

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation: —
Maximum drawdown: —
Sharpe ratio: —
Sortino ratio: —
Beta: —
Alpha: —
R²: —
Information ratio: —
Upside capture: —
Downside capture: —
Tracking error: —

Trailing returns compared with benchmark
Period	1M	3M	6M	YTD	1Y	3YCAGR	5YCAGR	10YCAGR	LaunchCAGR
Fund	-2.9%	+6.9%	+16.9%	+8.1%	+16.8%	—	—	—	+13.2%
BSE 500 TRI	—	—	—	—	0.0%	—	—	—	7.3%
Focused average	-2.1%	5.1%	12.8%	1.7%	4.3%	12.3%	11.7%	13.6%	15.0%
Difference	—	—	—	—	+16.7%	—	—	—	+5.9%

Portfolio

Fund details

Fund house: Old Bridge Mutual Fund
Category: Equity · Focused
SEBI classification: Equity / Focused
Benchmark: BSE 500 TRI
Launch date: 25 Jan 2024 (2.6 years)
Structure: Open Ended
Plans and options: Direct Growth, Regular Growth
Fund manager: Tarang Agrawal
Minimum SIP: ₹2,500
Minimum lumpsum: ₹5,000 (then ₹1,000)
Exit load: 1.00%
Lock-in: None
Riskometer: Very High (benchmark Very High)
Expense ratio as of: 9 Sept 2026
AUM period: April - June 2026
ISIN, Direct Growth: INF0S5R01042
ISIN, Regular Growth: INF0S5R01034
Scheme code: 152358, 152361

NAV and returns as of 11 Sept 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

Other focused funds

Other funds in the Focused category.

Compare focused funds