NAV · Direct-Growth
As of 7 Oct 2026 · AMFI
Returns
Beats category
1Y all ahead
Cost
Average
0.77% vs 0.79% peers
Beats its Focused category on 1Y.
1Y return
+14.0%
+13.7 vs cat
3Y CAGR
—
5Y CAGR
—
AUM
₹3.3K Cr
fund size
Expense
0.77%
direct plan
Volatility 3Y
—
3Y std dev
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
Showing Direct · Growth · INF0S5R01042
NAV (Direct-Growth)
₹13.6300
Last 1Y
+13.96%
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).
Mar 2026
-13.0%Peak ₹13.04 on 6 Jan 2026 → trough ₹11.34 on 23 Mar 2026 (3 months down).
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.
Performance
Returns for various periods, with category average and peer rank.
Portfolio composition
Asset allocation
- Equity88.53%
- Cash11.47%
By market cap
- Large cap39.81%
- Mid cap17.42%
- Small cap29.42%
- Others13.35%
Concentration
Holdings
26
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.
Fundamentals (vs category)
Portfolio-weighted ratios, compared with the category average.
Risk metrics
Standard deviation, Sharpe, Sortino, Beta — all vs category average.
Peers in Focused
Other schemes in the same SEBI category, ranked by AUM.
Available plans & options
Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.
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