₹ 11.77
NAV (Jul 25)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 11.77
NAV (Jul 25)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 17.7% |
6 Month CAGR | 17.6% |
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 | 2.49 |
Launched (0y ago) | Jan 25, 2024 |
AUM in Crores | 468.428 |
ISIN | INF0S5R01034 |
Lock-in | No Lock-in |
Benchmark | BSE 500 TR INR |
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 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Old Bridge Focused Equity Fund (Growth) | NaN | NaN | % | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
triparty repo
7.2%indian energy exchange ltd
6.9%interglobe aviation ltd
5.8%aurobindo pharma ltd
5.8%marksans pharma ltd
5.4%industrials
19.9%healthcare
18.7%basic materials
12%financial services
11.4%communication services
8.7%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
- | 17.2% | ||
- | 17.2% | ||
- | 17.2% |
Old Bridge Focused Equity Fund (G) is a Diversified Equity fund and has delivered an annualised return of 17.2% 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 7/25/2024 is ₹11.77 with the total AUM as of 7/26/2024 is ₹468.428. 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 BSE 500 TR INR.
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).
What is Old Bridge Focused Equity Fund (G)?
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 2.49% for regular plan.