Comprehensive analysis of Old Bridge Focused Fund - Regular (G) (44559) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Old Bridge Asset Management Pvt Ltd
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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
New Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Market exposure level
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Assets under management
Risk-adjusted returns
Fund manager experience
Fund management costs
This fund has underperformed its benchmark by 13.62% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 8.25% |
| HCL Technologies Ltd | IT - Software | 6.06% |
| UPL Ltd | Agro Chemicals | 5.55% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 5.50% |
| Bharti Airtel Ltd | Telecomm-Service | 5.40% |
| Maruti Suzuki India Ltd | Automobile | 5.23% |
| Prestige Estates Projects Ltd | Realty | 5.22% |
| Shriram Finance Ltd | Finance | 5.22% |
| Redington Ltd | Trading | 4.95% |
| Interglobe Aviation Ltd | Air Transport Service | 4.79% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹397.05 | 3.26% | 15.40% | 6.49% |
| SBI Focused Fund (G) | ₹353.30 | 3.06% | 14.94% | 5.64% |
| HDFC Focused Fund - Direct (G) | ₹262.54 | 3.83% | 15.49% | 7.14% |
| HDFC Focused Fund - Regular (G) | ₹231.24 | 3.55% | 14.90% | 6.03% |
| Sundaram Focused Fund - Direct (G) | ₹176.05 | 2.59% | 10.43% | -4.16% |
| Sundaram Focused Fund (G) | ₹158.77 | 2.34% | 9.90% | -5.08% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹156.85 | 0.58% | 12.89% | -1.00% |
| Aditya Birla SL Focused Fund (G) | ₹139.07 | 0.34% | 12.37% | -1.91% |
| Nippon India Focused Fund - Direct (G) | ₹131.52 | 0.91% | 15.74% | -2.02% |
| Franklin India Focused Equity Fund - Direct (G) | ₹121.77 | 3.28% | 14.52% | -1.46% |
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.