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  • Old Bridge Focused Equity Fund (Growth)

Old Bridge Focused Equity Fund (Growth)

EquityDiversified

10.02

NAV (Mar 01)

0.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.02

NAV (Mar 1)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
0.1%
6 Month CAGR
NA

Scheme Information

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

Expense Ratio
0
Launched (0y ago)
Jan 25, 2024
AUM in Crores
ISIN
INF0S5R01034
Lock-in
No Lock-in
Benchmark
S&P BSE 500
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Tarang Agrawal

Fund Manager

Kenneth Andrade

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Old Bridge Focused Equity Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-03-01

Top Stock Holdings

See all holdings

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 16,033 cr

₹ 13,846 cr

₹ 20,949 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

Fund NameScripbox Opinion
Till Date CAGR

-

0.1%

-

-0.8%

-

-0.8%

Old Bridge Focused Equity Fund (G) Review

Old Bridge Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 0.1% over a period of 0 years. The fund is managed by Old Bridge Asset Management Private Limited. The fund managers are Kenneth Andrade, Tarang Agrawal.

Nav of Old Bridge Focused Equity Fund (G) as of 3/1/2024 is ₹10.02 with the total AUM as of 3/2/2024 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. Old Bridge Focused Equity Fund (G) was launched on Jan 25, 2024. The category risk of the fund is Very High Risk.

The minimum SIP amount for Old Bridge Focused Equity Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Old Bridge Focused Equity Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500.

Old Bridge Focused Equity Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Old Bridge Focused Equity Fund (G).

Frequently Asked Questions

What is Old Bridge Focused Equity Fund (G)?

Old Bridge Focused Equity Fund (G) is a Diversified Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Old Bridge Focused Equity Fund (G)?

You can invest in Old Bridge Focused Equity Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Old Bridge Focused Equity Fund (G)?

The minimum sip amount for Old Bridge Focused Equity Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Old Bridge Focused Equity Fund (G) good to invest in?

As per Scripbox experts, Old Bridge Focused Equity Fund (G) is a Not Reviewed Yet fund. You can investOld Bridge Focused Equity Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Old Bridge Focused Equity Fund (G)?

The expense ratio of the Old Bridge Focused Equity Fund (G) is % for regular plan.