Old Bridge Focused Equity Fund Regular G
Summary Info
Fund Name
: Old Bridge Mutual Fund
Scheme Name
: Old Bridge Focused Equity Fund Regular G
AMC
: Old Bridge Mutual Fund
Type
: Open
Category
: Equity - Diversified
Launch Date
: 17-Jan-2024
Fund Manager
: Kenneth Andrade
Net Assets (Rs. cr)
: 1909.03
Old Bridge Focused Equity Fund Regular G - Nav Details
Nav Date
: 15-Jul-2025
NAV [Rs.]
: 12.17
Buy/Resale Price [Rs.]
: 0
Sell/Repurchase Price [Rs.]
: 0
Entry Load %
: Nil
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
Old Bridge Focused Equity Fund Regular G- NAV Chart
Old Bridge Focused Equity Fund Regular G- Performance(%)
Returns above 1 yr. are annualized
1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since INC | |
|---|---|---|---|---|---|---|---|---|
| Scheme Returns | - | 2.09 | 8.75 | 9.73 | 5.64 | - | - | 14.25 |
| Category Avg | -0.51 | 2.16 | 13.29 | 7.22 | 1.72 | 22.57 | 25.09 | 16.09 |
| Category Best | 3.01 | 6.13 | 28.24 | 27.34 | 27.66 | 39.87 | 45.03 | 55.09 |
| Category Worst | -3.29 | -2.11 | 1.11 | -10.29 | -18.05 | 7.52 | 13.86 | -21.08 |
Old Bridge Focused Equity Fund Regular G- Latest Dividends
No Records Found
Old Bridge Focused Equity Fund Regular G- Investment Details
Min. Investment(Rs.)
: 5000
Increm.Investment(Rs.)
: 1000
In & Out
In
InName Of The CompanyNo Of Shares
--
Out
InName Of The CompanyNo Of Shares
--
Fund Holdings
Asset Type | Instrument Name | Industry | Net Assets(%) | No of Shares | Mkt Value(Cr.) |
|---|---|---|---|---|---|
| Equity & Equity related Investments | |||||
| Equity | Redington | Commercial Services & Supplies | 6.33 | 3713300 | 120.81 |
| Equity | Bharti Airtel | Telecom - Services | 5.58 | 530000 | 106.50 |
| Equity | Prestige Estates | Realty | 5.24 | 603242 | 99.98 |
| Equity | UPL | Fertilizers & Agrochemicals | 5.13 | 1480300 | 97.88 |
| Equity | Maruti Suzuki | Automobiles | 5.06 | 77858 | 96.54 |
| Equity | Shriram Finance | Finance | 5.03 | 1359200 | 96.07 |
| Equity | Interglobe Aviat | Transport Services | 4.76 | 152143 | 90.92 |
| Equity | Aurobindo Pharma | Pharmaceuticals & Biotechnology | 4.72 | 794379 | 90.14 |
| Equity | HCL Technologies | IT - Software | 4.72 | 521000 | 90.06 |
| Equity | Indian Energy Ex | Capital Markets | 4.64 | 4583600 | 88.51 |
| Equity | Tata Steel | Ferrous Metals | 4.55 | 5441000 | 86.92 |
| Equity | Kaveri Seed Co. | Agricultural Food & other Products | 4.18 | 677545 | 79.84 |
| Equity | Granules India | Pharmaceuticals & Biotechnology | 4.10 | 1582000 | 78.35 |
| Equity | Infosys | IT - Software | 3.86 | 460000 | 73.68 |
| Equity | Hindalco Inds. | Non - Ferrous Metals | 3.60 | 990981 | 68.66 |
| Equity | Ramkrishna Forg. | Auto Components | 3.07 | 868000 | 58.53 |
| Equity | Marksans Pharma | Pharmaceuticals & Biotechnology | 2.96 | 2160000 | 56.48 |
| Equity | Radico Khaitan | Beverages | 2.93 | 214033 | 56.01 |
| Equity | GE Shipping Co | Transport Services | 2.90 | 565402 | 55.34 |
| Equity | Antony Waste han | Other Utilities | 2.28 | 640000 | 43.55 |
| Equity | Barbeque-Nation | Leisure Services | 2.24 | 1347000 | 42.74 |
| Equity | Restaurant Brand | Leisure Services | 2.16 | 5004592 | 41.31 |
| Equity | Alivus Life | Pharmaceuticals & Biotechnology | 2.10 | 397799 | 40.00 |
| Cash & Cash Equivalent | |||||
| Reverse Repo | TREPS | -/- | 7.76 | 0 | 148.05 |
| Net CA & Others | Net CA & Others | -/- | 0.10 | 0 | 2.06 |
MY WEALTH AT RETIREMENT
Calculate the worth of your wealth at retirement
Key information
Fund House:
Old Bridge Mutual Fund
Incorporation Date:
08-Dec-2022
Total Assets Managed (Cr.):
1,598.67
Trustee/s:
NA
Chairman:
NA
CEO / MD:
Ruchi Pandey
CIO:
NA
President:
NA
Director/s:
NA
Compliance Officer/s:
Mayuresh Sonavane
Investor Service Officer/s:
Manish Bhojraj
Fund Manager/s:
Kenneth Andrade
Auditors:
S R Batliboi & Co. LLP
OTHER INFORMATION
Registered Office:
1705, One BKC, C Wing, G Block, Kurla Complex, BANDRA (EAST), Mumbai 400051
Contact Nos:
022 69459999
Fax:
NA
Email:
Website:
