Old Bridge Focused Fund - Direct (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Old Bridge Focused Fund - Direct (IDCW) (44562) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Old Bridge Focused Fund - Direct (IDCW)
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
Old Bridge Focused Fund - Direct (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
1-Year Returns
Recent performance momentum
Alpha Generation
Outperformance vs benchmark
Fund Size
Assets under management
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 12.62% over the 3Y period.
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Your Investment
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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.
Risk Metrics (3 Years)
Risk Level
| 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 | Telecom-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% |
Sector Breakdown
Compare against Focused Fund category average
Performance Summary
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
Old Bridge Focused Fund - Direct (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹407.49 | 3.26% | 15.40% | 6.49% |
| SBI Focused Fund (G) | ₹362.26 | 3.06% | 14.94% | 5.64% |
| HDFC Focused Fund - Direct (G) | ₹271.42 | 3.83% | 15.49% | 7.14% |
| HDFC Focused Fund - Regular (G) | ₹238.77 | 3.55% | 14.90% | 6.03% |
| Sundaram Focused Fund - Direct (G) | ₹180.07 | 2.59% | 10.43% | -4.16% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.54 | 0.58% | 12.89% | -1.00% |
| Sundaram Focused Fund (G) | ₹162.22 | 2.34% | 9.90% | -5.08% |
| Aditya Birla SL Focused Fund (G) | ₹143.96 | 0.34% | 12.37% | -1.91% |
| Nippon India Focused Fund - Direct (G) | ₹135.48 | 0.91% | 15.74% | -2.02% |
| Franklin India Focused Equity Fund - Direct (G) | ₹124.36 | 3.28% | 14.52% | -1.46% |
Category Average Returns
Kenneth Andrade
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.