How to check the XIRR of Old Bridge Focused Fund - Direct IDCW?

You can track the exact XIRR and portfolio overlapping of Old Bridge Focused Fund - Direct IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Old Bridge Focused Fund - Direct IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Old Bridge Focused Fund - Direct IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Old Bridge Focused Fund - Direct IDCW

Old Bridge Mutual Fund

Expense Ratio: 1

Risk: Very High

Equity Scheme - Focused Fund

Plan: Direct

Benchmark: BSE 500 TRI

Inception: 17-01-2024

Exit Load: Nil

Fund Size:₹2,382.60 Cr

Performance

Fund9.47%

Cat. Avg.2.72%

Fund7.91%

Cat. Avg.3.13%

FundN/A

Cat. Avg.14.41%

FundN/A

Cat. Avg.13.41%

10Y

FundN/A

Cat. Avg.14.35%

Fund12.92%

Cat. Avg.15.19%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Shriram Finance Limited	Equity	Listed	Large Cap	Finance		415.65	8.68%
2	HCL Technologies Limited	Equity	Listed	Large Cap	IT - Software		355.18	7.41%
3	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.14%	321.50	6.71%
4	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles		260.00	5.43%
5	Redington Limited	Equity	Listed	Small Cap	Commercial Services & Supplies		249.91	5.22%
6	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		238.14	4.97%
7	UPL Limited	Equity	Listed	Mid Cap	Fertilizers & Agrochemicals		235.41	4.91%
8	Hindustan Zinc Limited	Equity	Listed	Large Cap	Non - Ferrous Metals		224.89	4.69%
9	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		223.19	4.66%
10	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services		209.61	4.38%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	65469	+9.1%	+19.6%
2Y	07 Aug, 24	1.20 L.	1.34 L.	+11.7%	+11.7%
SI	07 Feb, 24	1.50 L.	1.73 L.	+15.2%	+11.9%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.09 L.	+9.5%	+9.5%
2Y	16 Jul, 24	1 L.	1.16 L.	+16.5%	+7.9%
SI	25 Jan, 24	1 L.	1.35 L.	+35.1%	+12.9%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.