Old Bridge Focused Fund
The scheme seeks 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).
Growthvine rating: 3/5 — ranked #13 of 28 in category.
Fund basics
| Category | Equity: Focused |
|---|
| NAV | ₹12.38 (as of 2026-10-23) |
|---|
| AUM | ₹4,542 Cr |
|---|
| Expense ratio | 1.61% |
|---|
| Riskometer | Very High |
|---|
| Fund manager | Kenneth Andrade |
|---|
| Exit load | 1% for redemption within 365 days |
|---|
Performance & risk
| Standard deviation | 0.00% |
|---|
| Max drawdown | −19.30% |
|---|
| Alpha | 0 |
|---|
| Beta | 0 |
|---|
Over 5 years, captured 108.3% of Nifty 500's upside and 78.2% of its downside.
Market cap allocation
| Large cap | 48.1% |
|---|
| Mid cap | 14.3% |
|---|
| Small cap | 37.6% |
|---|
Concentration
| Top 5 holdings | 29.5% |
|---|
| Top 10 holdings | 50.9% |
|---|
| Total holdings | 25 |
|---|
| Index overlap | 11.1% |
|---|
| Active share | 88.9% |
|---|
Top holdings
- Triparty Repo — 9.1%
- Shriram Finance Limited — 7.2%
- Redington Limited — 7.0%
- Aurobindo Pharma Ltd. — 5.6%
- InterGlobe Aviation Limited — 5.0%
- ITC Ltd — 4.9%
- Bharti Airtel Ltd. — 4.5%
- Maruti Suzuki India Ltd. — 4.3%
- ramkrishna forgings Ltd. — 4.3%
- Jubilant Foodworks Limited — 4.1%
Top sectors
- Pharma & Biotech — 12.7%
- Automobile — 12.1%
- Cash — 9.1%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −1.5% | Q1 (Top) | #5 of 28 |
| 2025 | 7.4% | Q2 | #8 of 28 |