Old Bridge Focused Fund - Regular Growth
Expense Ratio: 2.05
Risk: Very High
Equity Scheme - Focused Fund
Plan: Regular
Benchmark: BSE 500 TRI
Inception: 17-01-2024
Exit Load: Nil
Fund Size:₹2,382.60 Cr
Performance
1Y
Fund8.31%
Cat. Avg.1.49%
2Y
Fund6.78%
Cat. Avg.1.90%
3Y
FundN/A
Cat. Avg.13.01%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.13.10%
SI
Fund11.73%
Cat. Avg.12.98%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Shriram Finance Limited | 415.65 | 8.68% |
| 2 | HCL Technologies Limited | 355.18 | 7.41% |
| 3 | Triparty Repo | 321.50 | 6.71% |
| 4 | Maruti Suzuki India Limited | 260.00 | 5.43% |
| 5 | Redington Limited | 249.91 | 5.22% |
| 6 | Aurobindo Pharma Limited | 238.14 | 4.97% |
| 7 | UPL Limited | 235.41 | 4.91% |
| 8 | Hindustan Zinc Limited | 224.89 | 4.69% |
| 9 | Bharti Airtel Limited | 223.19 | 4.66% |
| 10 | InterGlobe Aviation Limited | 209.61 | 4.38% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 65124 | +8.5% | +18.4% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.33 L. | +10.5% | +10.6% |
| SI | 07 Feb, 24 | 1.50 L. | 1.70 L. | +13.6% | +10.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 1.08 L. | +8.3% | +8.3% |
| 2Y | 16 Jul, 24 | 1 L. | 1.14 L. | +14.0% | +6.8% |
| SI | 25 Jan, 24 | 1 L. | 1.32 L. | +31.6% | +11.7% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.