Old Bridge Focused Fund

FocusedEquity SEBI-regulated

NAV (Direct-Growth)

₹13.4800

As of 1 Jul 2026 · AMFI

AUM

₹3.3K Cr

Expense ratio

0.77%

1Y returns

+10.19%

cat 0.30%

3Y CAGR

—

cat 13.46%

5Y CAGR

—

cat 12.56%

Std deviation 3Y

—

cat 15.50%

In plain English

Old Bridge Focused Fund is a Focused scheme from Old Bridge. The portfolio is ~89% in equities with 11% kept in cash and short-term debt. Within equity, ~40% sits in large-cap stocks, 17% in mid-cap, and 29% in small-cap. Worst historical drawdown: -19% in Feb 2025, recovered in 10 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

NAV (Direct-Growth)

₹13.4800

Last 1Y

+8.89%

Jul 25Min ₹11.34 · Max ₹13.49 · 245 ptsJul 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-18.9%

Peak ₹12.99 on 23 Sept 2024 → trough ₹10.53 on 28 Feb 2025 (5 months down).

Recovered in 10 months· 6 Jan 2026

Mar 2026

-13.0%

Peak ₹13.04 on 6 Jan 2026 → trough ₹11.34 on 23 Mar 2026 (3 months down).

Recovered in 1 months· 6 May 2026

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Honesty score

A 1–5 grade on the dimensions other sites won't surface — expense bloat, AUM bloat, concentration, mandate compliance.

Honesty score

5 / 5

Solid scheme on the dimensions we check. No red flags.

Expense ratio
0.77% — typical for category.
AUM size
₹3.3K Cr.
Sector concentration
Top 3 sectors = 47.1% — diversified across sectors.

Computed from expense ratio, AUM, sector concentration and SEBI mandate compliance. No paid review.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.16%	-0.35%	11/ 28
1M	+9.95%	+8.42%	9/ 28
3M	+1.03%	+0.33%	11/ 28
6M	+5.17%	-1.05%	5/ 28
YTD	+6.16%	-0.73%	5/ 28
1Y	+10.19%	+0.30%	2/ 28
2Y	+9.97%	+5.22%	7/ 28
3Y	—	+13.46%	—
5Y	—	+12.56%	—
7Y	—	+12.03%	—
10Y	—	+13.67%	—

Portfolio composition

Asset allocation

Equity88.53%
Cash11.47%

By market cap

Large cap39.81%
Mid cap17.42%
Small cap29.42%
Others13.35%

Concentration

Holdings

Avg market cap

₹63.9K Cr

Top 10 stocks

47.00%

Top 5 stocks

26.98%

Top 3 sectors

47.15%

Top holdings

Top 15 positions by weight, latest disclosure.

#InstrumentSectorWeight

1
Triparty Repo
—14.36%
1
Triparty Repo
—10.56%
2
Shriram Finance Ltd
—7.80%
3
Aurobindo Pharma Ltd
—6.63%
2
Shriram Finance Ltd
—6.52%
3
Aurobindo Pharma Ltd
—6.10%
4
Maruti Suzuki India Ltd
—5.29%
5
Bharti Airtel Ltd
—4.99%
4
Axis Bank Ltd
—4.53%
5
Tata Steel Ltd
—4.47%
6
Hindustan Zinc Ltd
—4.22%
7
Granules India Ltd
—4.21%
8
Maruti Suzuki India Ltd
—4.11%
6
Redington Ltd
—4.08%
7
Hindustan Zinc Ltd
—4.07%

Fundamentals (vs category)

Portfolio-weighted ratios, compared with the category average.

MetricFundCategory avgDiff

P/E ratio21.9626.85-4.89
P/B ratio2.903.70-0.80
Price / Sales1.323.38-2.06
Price / Cash Flow13.3018.74-5.44
Dividend yield1.02%0.98%+0.04
Return on equity (ROE)17.62%16.62%+1.00

Risk metrics

Standard deviation, Sharpe, Sortino, Beta — all vs category average.

Metric1Y3Y5YCat 1YCat 3YCat 5Y

Standard deviation
Volatility — lower means steadier returns.
15.07——17.8615.5014.61
Sharpe ratio
Risk-adjusted return — higher is better.
0.24——-0.250.480.49
Sortino ratio
Like Sharpe but only counts downside volatility.
0.38——-0.310.730.76
Beta
1 = moves with the market. <1 = less volatile.
1.00——0.980.950.93

Peers in Focused

Other schemes in the same SEBI category, ranked by AUM.

Peer fundAUM1Y3Y CAGRExpense

Peers in same SEBI category, ranked by AUM. Compare any →

Available plans & options

PlanOptionFull nameISIN

DirectGrowthOld Bridge Focused Fund - Direct GrowthINF0S5R01042
DirectIDCW ReinvestmentOld Bridge Focused Fund - Direct IDCWINF0S5R01059
RegularGrowthOld Bridge Focused Fund - Regular GrowthINF0S5R01034
RegularIDCW ReinvestmentOld Bridge Focused Fund - Regular IDCWINF0S5R01018

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