AnandRathi
Open Demat A/COpen MF A/C

Old Bridge Focused Fund - Regular (G)

EquityFocused Fund

Last Updated NAV Date: 31 Jul 2026

3 Year Returns

N/A

NAV (₹)

13.4200

1 Day NAV Change

0.98%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 2500
Min. Lumpsum Amount₹ 5000
AUM₹ 3669.65 Cr
Expense Ratio2.17%
Lock-in PeriodNo Lock-in Period
Inception Date24 Jan 2024
Fund Age2 Yrs

Exit Load

If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil

Fund’s Investment Objective

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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return2.05%
3 Month Return8.14%
6 Month Return8.40%
1 Year Return16.59%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 30 Jun 2026
SectorsAllocationWeightageValue (in Cr.)
Pharmaceuticals
15.09%₹ 553.674
Automobile
12.48%₹ 458.109
Non Ferrous Metals
8.14%₹ 298.813
Finance
8.06%₹ 295.634
Others
7.63%₹ 279.842
Telecom-Service
6.36%₹ 233.3
Trading
6.26%₹ 229.649
Air Transport Service
5.36%₹ 196.834
Realty
5.34%₹ 196.074
Castings, Forgings & Fastners
4.66%₹ 170.848

Stock Holdings

Last Updated: 30 Jun 2026
NameAllocationWeightageValue (in Cr.)Sector
Shriram Finance
7.48%₹ 274.579Finance
Aurobindo Pharma
6.51%₹ 238.978Pharmaceuticals
Maruti Suzuki
6.33%₹ 232.339Automobile
Bharti Airtel
5.90%₹ 216.684Telecom-Service
Redington
5.81%₹ 213.294Trading
TREPS
5.45%₹ 200Debt Others
Tata Motors PVeh
5.26%₹ 193.144Automobile
Interglobe Aviat
4.98%₹ 182.816Air Transport Service
Prestige Estates
4.96%₹ 182.11Realty
Ramkrishna Forg.
4.32%₹ 158.68Castings, Forgings & Fastners

Fund Manager Details

Mr. Kenneth Andrade has over 30 years of experience in Indian Capital Markets, portfolio management and investment research. Kenneth is the Founder of Old Bridge Capital Management Private Ltd (OBCMPL). and was Chief Investment Officer of OBCMPL where he was managing the investment process and leads investment ideation. He has a 15-year track record managing equity funds. In his previous assignments Kenneth has worked with IDFC Asset Management Company Limited as Chief Investment Officer. He has also worked as a fund manager with Kotak Mahindra Asset Management Company Limited. B. Com, Post Graduate Diploma in Financial Management

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Old Bridge Mutual Fund

Funds Managed

3

Assets Managed

₹ 3,418.84 Cr

Contact Details

www.oldbridgemf.com
services@oldbridgemf.com
022 69459999

Registered Address

1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051

Managing Director

N/A

Chief Executive Officer

Ruchi Pandey

Compliance Officer

Jyoti Moitra

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Old Bridge Focused Fund - Regular (G) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Old Bridge Focused Fund - Regular (G) is ₹ 5000 for Lumpsum and ₹ 2500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Old Bridge Focused Fund - Regular (G) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Old Bridge Focused Fund - Regular (G) over the past three years is N/A.
The current NAV of Old Bridge Focused Fund - Regular (G) is 13.4200.
The Expense ratio of Old Bridge Focused Fund - Regular (G) is 2.17%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Old Bridge Focused Fund - Regular (G) fund is ₹ 3669.65 Cr. It represents the total assets held and managed by the fund.
The exit load for Old Bridge Focused Fund - Regular (G) is If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil.
The fund managers of the Old Bridge Focused Fund - Regular (G) are Kenneth Andrade, Tarang Agrawal. However, with management's discretion, the fund manager could also change during the tenure.
Old Bridge Focused Fund - Regular (G) was launched on 24 Jan 2024. Since then, the fund has formed an NAV (Net Asset Value) of 13.4200.

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