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 #14 of 28 in category.
Fund basics
| Category | Equity: Focused |
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| NAV | ₹13.11 (as of 2026-10-01) |
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| AUM | ₹3,995 Cr |
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| Expense ratio | 1.62% |
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| Riskometer | Very High |
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| Fund manager | Kenneth Andrade |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −19.30% |
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| Alpha | 0 |
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| Beta | 0 |
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Over 5 years, captured 108.3% of Nifty 500's upside and 78.2% of its downside.
Market cap allocation
| Large cap | 47.3% |
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| Mid cap | 15.4% |
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| Small cap | 37.3% |
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Concentration
| Top 5 holdings | 29.7% |
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| Top 10 holdings | 51.3% |
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| Total holdings | 25 |
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| Index overlap | 11.0% |
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| Active share | 89.0% |
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Top holdings
- Triparty Repo — 7.9%
- Shriram Finance Limited — 7.4%
- Redington Limited — 6.4%
- Aurobindo Pharma Ltd. — 6.0%
- Maruti Suzuki India Ltd. — 5.1%
- Bharti Airtel Ltd. — 4.9%
- ramkrishna forgings Ltd. — 4.8%
- Prestige Estates Projects Limited — 4.4%
- Hindustan Zinc Ltd. — 4.3%
- InterGlobe Aviation Limited — 4.1%
Top sectors
- Automobile — 13.8%
- Pharma & Biotech — 13.1%
- Metals — 8.0%
Calendar-year track record
| Year | Return | Quartile | Category rank |
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| 2026 (partial) | 4.3% | Q1 (Top) | #4 of 28 |
| 2025 | 7.4% | Q2 | #8 of 28 |