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Home Mf Research Old Bridge Focused Equity Fund Regular Plan
Old Bridge Mutual Fund

Old Bridge Focused Equity Fund - Regular Plan

Equity Equity Focussed
Fund House : Old Bridge Mutual Fund
Overview
Returns
Portfolio
SIP Calculator
Analysis
Peer Comparison
Fund Family
Scheme Details
-
-
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI
NAV (as on 2025-06-05)
11.95 0.50%
Fund Size (Total Assets)
-
Expense Ratio (Regular)
2.55%
Expense Ratio (Direct)
2.45%
SIP Returns
Period Invested for ₹1000 SIP Started on Investments Latest Value Abs. Returns
One Week 2025-05-29 ₹1,000.00 ₹1,005.89
0.59 %
Two Week 2025-05-21 ₹1,000.00 ₹1,003.36
0.34 %
1 Month 2025-05-06 ₹1,000.00 ₹1,040.03
4.00 %
Three Months 2025-03-07 ₹3,000.00 ₹3,275.32
9.18 %
Six Months 2024-12-09 ₹6,000.00 ₹6,380.98
6.35 %
One Year 2024-06-05 ₹12,000.00 ₹12,484.54
4.04 %
Since Inception 2024-01-24 ₹17,000.00 ₹18,217.82
7.16 %
Portfolio Summary
Company Name Sector Sector Type Nav(in %)
NCC Limited Construction Equity 4.68
Antony Waste Handling Cell Limited Commercial Services & Supplies Equity 4.57
Prestige Estates Projects Limited Realty Equity 4.45
Bharti Airtel Limited Telecom - Services Equity 4.12
Shriram Finance Limited Finance Equity 4.10
HCL Technologies Limited IT - Software Equity 3.99
Marksans Pharma Limited Pharmaceuticals & Biotechnology Equity 3.96
InterGlobe Aviation Limited Transport Services Equity 3.74
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology Equity 3.55
Indian Energy Exchange Limited Capital Markets Equity 3.45
SIP Calculator
Risk Ratios
Standard Deviation
-
Beta
-
Sharpe Ratio
-
Lock In Period
-
Residual Maturity
-
Standard Deviation:
Standard deviation numbers measure the variability or volatility of a fund's returns over a specific time period (often 3 years).
  • Low standard deviation = Stable, predictable returns → Suitable for conservative investors seeking stability.
  • High standard deviation = High volatility, more risk → Be cautious, suitable for risk-tolerant investors who can handle fluctuations.
Beta:
Beta measures a fund's volatility about the market or a benchmark. A lower beta means the fund's performance is less sensitive to market movements, making it more predictable compared to the market.
  • Low beta = Less sensitive to market changes → Great for investors with less market exposure.
  • High beta = More sensitive to market changes → Better for aggressive investors who seek higher returns but can handle market risks.
Sharpe Ratio:
The Sharpe Ratio measures how much return a fund has made compared to the risk it carries. A higher Sharpe ratio indicates better returns relative to the risk taken, meaning the fund delivers more efficiently.
  • A higher Sharpe ratio indicates better risk-adjusted returns → Look for funds with higher ratios for better return efficiency.
  • Use it to compare different funds' efficiency in generating returns relative to the risk taken.
Lock-In Period:

India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.

Lock-in times for various investment types

  • Most ELSS mutual fund holders hold for 3 years.
  • Tax savings FDs lock in for 5 years.
  • The lock-in period for 8% Government of India bond investment is 6 years.
  • ULIPs must be locked in for 5 years.
  • The average hedge fund holding period is 30-90 days.
  • The average PPF investor holds onto their money for 15 years.
Residual Maturity:

Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.

There are two different types of residual maturity.

  • Short-term residual maturity: This occurs when a security has less than a year left on its maturity.
  • Long-term residual maturity: This occurs when a security has more than a year left on its remaining maturity.
Fund Family
Scheme Name 1Y Return 3Y Return SI Return
Old Bridge Focused Equity Fund - Regular Plan
12.85%
9.27%
14.43%
Scheme Details
  • Fund manager(s) : Kenneth Andrade (), Tarang Agrawal (),
  • Expense ration regular : 2.55
  • Expense ration direct : 2.45
  • Launch date : -
  • Benchmark : -
  • Min SIP amount : -
  • Max SIP amount : -
  • Min investment amount (one time- first time) : ₹2,500.00
  • Type : equity

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