Old Bridge Focused Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Focused funds is 71.80% .
The largest portfolio holding is TREPS with a portfolio weight of 8.53% .
The fund currently owns more than 26 stocks.
The top 10 holdings account for 58.39% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 17.85% | -0.49% |
| 2 Year Return | N/A | 12.96% |
| 3 Year Return | N/A | 36.20% |
| 4 Year Return | N/A | 55.44% |
| 5 Year Return | N/A | 71.80% |
| 6 Year Return | N/A | 112.35% |
| 7 Year Return | N/A | 136.56% |
| Expense Ratio | 0.74% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
8.53%
|
||
| 2 | Non-Banking Financial Company (NBFC) |
7.60%
|
|
| 3 | Information Technology |
6.26%
|
|
| 4 | Health Care |
5.99%
|
|
| 5 | Consumer Discretionary |
5.87%
|
|
| 6 | Communication Services |
5.78%
|
|
| 7 | Real Estate |
4.71%
|
|
| 8 | Consumer Discretionary |
4.66%
|
|
| 9 | Forgings |
4.58%
|
|
| 10 | Industrials |
4.41%
|
|
| 11 | Materials |
4.26%
|
|
| 12 | Consumer Staples |
4.09%
|
Minimum Purchase: ₹5,000
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
Lock-in: 1
Risk: Moderate Risk
Old Bridge Focused Fund - Direct Plan is managed by OLDBRIDGE and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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