| Category: Equity: Focused |
| Launch Date: 24-01-2024 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| Expense Ratio: 2.15% As on ( 30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,465.13 Cr As on ( 30-04-2025) |
| Turn over: 3 |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund - Regular Growth | 12.57 | - | - | - | 14.07 |
| Benchmark | - | - | - | - | - |
| Equity: Focused | 8.45 | 18.62 | 23.73 | 13.08 | 15.49 |
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
The scheme seeks 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).
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund - Regular Growth | - | - | - | - | - | - |
| Equity: Focused | - | - | - | - | - | - |
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 12.57 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 15.77 | 28.11 | 25.9 | 32.45 | 14.45 |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 15.34 | 23.29 | 20.18 | 22.16 | 11.67 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 14.08 | 29.76 | 25.09 | 27.98 | 14.32 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 14.0 | 15.42 | 12.98 | 22.96 | 0.0 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 13.98 | 22.74 | 20.45 | 0.0 | 0.0 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 13.47 | 22.62 | 18.61 | 23.41 | 12.5 |
| Invesco India Focused Fund - Growth | 08-09-2020 | 13.18 | 36.77 | 25.77 | 0.0 | 0.0 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 12.54 | 26.35 | 21.49 | 23.64 | 11.97 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 10.98 | 19.99 | 16.52 | 22.18 | 14.14 |