TA
Tarang AgrawalLead
Since Jan 2024
AUM managed
₹3,994.77Cr
Tenure
Since Jan 2024
Funds
1
Old Bridge Focused Reg Gr
Focused FundOld Bridge Mutual Fund
NAV
₹13.23
-1.93% today
AUM
₹3,994.77 Cr
Fund size
Expense
2.19%
Regular plan
Min SIP
₹2,500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkBSE 500 TR INR (100%)
Number of holdings24
Inception25 Jan 2024
Exit load1.0
Risk metrics
Alpha14.11
Beta0.94
Sharpe ratio0.87
Standard deviation16.91%
Sortino ratio1.42
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
About Old Bridge Focused Reg Gr
Old Bridge Focused Reg Gr is an open-ended Focused Fund mutual fund scheme offered by Old Bridge Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹13.23 per unit and the scheme manages ₹3,994.77 Cr in assets under management. The fund charges an expense ratio of 2.19% and is benchmarked against BSE 500 TR INR (100%). Over the trailing 1 year, Old Bridge Focused Reg Gr has delivered +12.88% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
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.
Regular Plan · Growth option · NAV as of 15 Sept 2026
Old Bridge Focused Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -4.27% | -2.34% |
| 3 months | +3.44% | +6.97% |
| 6 months | +14.05% | +8.66% |
| 1 year | +12.88% | +3.00% |
| 3 years | 0.00% | +11.21% |
| 5 years | 0.00% | +10.49% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | +1.62% |
| 3 months | +9.03% | +6.90% |
| 6 months | +12.05% | +5.59% |
| 1 year | +20.49% | +8.08% |
| 3 years | 0.00% | +43.96% |
| 5 years | 0.00% | +66.57% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Old Bridge Focused Reg Gr — frequently asked questions
What is the NAV of Old Bridge Focused Reg Gr?
The latest net asset value (NAV) of Old Bridge Focused Reg Gr is ₹13.23 per unit, -1.93% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has Old Bridge Focused Reg Gr delivered?
Old Bridge Focused Reg Gr has returned +12.88% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of Old Bridge Focused Reg Gr?
Old Bridge Focused Reg Gr charges an expense ratio of 2.19% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is Old Bridge Focused Reg Gr?
SEBI's riskometer classifies Old Bridge Focused Reg Gr as Very High Risk, which is typical for a Focused Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Old Bridge Focused Reg Gr?
You can start a SIP in Old Bridge Focused Reg Gr from ₹2,500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages Old Bridge Focused Reg Gr?
Old Bridge Focused Reg Gr is managed by Old Bridge Mutual Fund, holds ₹3,994.77 Cr in assets under management and invests across 24 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- Old Bridge Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Focused Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF0S5R01034
- Scheme code
- FS0000ILMD
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