Old Bridge Focused Fund - Regular IDCW
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
Fund8.01%
Cat. Avg.1.49%
2Y
Fund7.54%
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
Fund11.37%
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 | 274.58 | 7.48% |
| 2 | Aurobindo Pharma Limited | 238.98 | 6.51% |
| 3 | Maruti Suzuki India Limited | 232.34 | 6.33% |
| 4 | Bharti Airtel Limited | 216.68 | 5.90% |
| 5 | Redington Limited | 213.29 | 5.81% |
| 6 | Triparty Repo | 200.00 | 5.45% |
| 7 | Tata Motors Passenger Vehicles Limited | 193.14 | 5.26% |
| 8 | InterGlobe Aviation Limited | 182.82 | 4.98% |
| 9 | Prestige Estates Projects Limited | 182.11 | 4.96% |
| 10 | Ramkrishna Forgings Limited | 158.68 | 4.32% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 64679 | +7.8% | +16.3% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.32 L. | +9.8% | +9.7% |
| SI | 07 Feb, 24 | 1.50 L. | 1.69 L. | +12.8% | +10.0% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 21 Jul, 25 | 1 L. | 1.08 L. | +8.1% | N/A |
| 2Y | 22 Jul, 24 | 1 L. | 1.14 L. | +14.4% | +7.0% |
| SI | 25 Jan, 24 | 1 L. | 1.31 L. | +30.7% | +11.4% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
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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.