Old Bridge Focused Fund Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -1.81%
Fund NAV

Fund Overview of Old Bridge Focused Fund Regular - Growth

  • ₹1,878.5 Cr
    AUM
  • ₹12.28
    NAV
  • 2.09%
    Expense Ratio
  • Equity
    Fund Category
As on Fri Nov 14, 2025

Returns of Old Bridge Focused Fund Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -1.81% NA 3.06%
6 Months 12.36% NA 12.13%
1 Year -5.25% -5.25% 0.23%
As on Fri Nov 14, 2025

Asset Allocation

equities

92.53%

other assets or cash equivalents

7.47%
Large Cap: 49.16%
Mid Cap: 19.05%
Small Cap: 31.78%
Other: 0.00%
Top Holdings
Repo
10.79%
Repo
7.45%
Repo
7.45%
Shriram Transport Finance Company Ltd
7.13%
Shriram Transport Finance Company Ltd
7.13%
 
Top Sectors
Materials
78.33%
Technology
75.51%
Healthcare
48.32%
Financial
45.67%
Consumer Discretionary
36.01%
Detailed Portfolio Analysis
As on Fri Nov 14, 2025
Invest Now

About Fund

About Old Bridge Focused Fund Regular - Growth

Old Bridge Focused Fund Regular - Growth is one Equity mutual fund offered by Old Bridge Mutual Fund. Launched on 24 Jan 2024, the fund aims Capital appreciation over long-term. Investing in a concentrated portfolio of equity and equity related instruments of upto 30 companies. It manages assets worth ₹1,878.5 crore as on Thu Jul 31, 2025. The expense ratio stands at 2.09%.
The portfolio allocation consists of 92.53% in equities, 7.47% in other assets or cash equivalents. Managed by Tarang Agrawal, it has delivered a return of -5.25% in the last year, a total return since inception of 10.75%.

Read more
  • Kenneth Andrade

    Fund Manager

  • Mr. Andrade is a B.Com (H) from Mumbai University.

    Manager Education

  • Tarang Agrawal

    Fund Manager

  • Mr. Agrawal has done B.Com and CFA

    Manager Education

Fund Details

Fund Names Old Bridge Focused Fund Regular - Growth
Inception Date 24 Jan 2024
Lock In No Lock-in
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 3.63% 6.13% 12.30% 18.26% 19.48%
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 3.56% 5.91% 11.42% 17.31% 18.50%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 3.94% 6.67% 10.45% 17.19% 18.40%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 3.86% 6.42% 9.44% 16.09% 17.30%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 3.35% 4.86% 11.60% 16.60% 15.74%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 3.24% 4.54% 10.21% 15.06% 14.10%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Old Bridge Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Old Bridge Focused Fund Direct - Growth increase ₹1,879 4.16% 8.30% 4.68% 8.77% -
Old Bridge Focused Fund Regular - Idcw increase ₹1,879 3.98% 8.00% 4.16% 7.62% -
Old Bridge Focused Fund Direct - Idcw increase ₹1,879 4.16% 8.30% 4.68% 8.77% -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 ₹1,869.79 17.31% 18.50% 14.77%
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 ₹2,094.99 18.26% 19.48% 15.82%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 ₹165.93 17.19% 18.40% 14.63%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 ₹146.85 16.09% 17.30% 13.49%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 ₹22.90 16.60% 15.74% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 ₹20.67 15.06% 14.10% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified10.79%₹220.80 Cr
RepoUnspecified7.45%₹163.40 Cr
RepoUnspecified7.45%₹163.40 Cr
Shriram Transport Finance Company LtdFinancial7.13%₹156.24 Cr
Shriram Transport Finance Company LtdFinancial7.13%₹156.24 Cr
RepoUnspecified8.25%₹155.00 Cr
Maruti Suzuki India LtdConsumer Discretionary5.75%₹126.02 Cr
Maruti Suzuki India LtdConsumer Discretionary5.75%₹126.02 Cr
Maruti Suzuki India LtdConsumer Discretionary6.10%₹124.80 Cr
Hcl Technologies LtdTechnology5.46%₹119.62 Cr
Hcl Technologies LtdTechnology5.46%₹119.62 Cr
Redington LtdTechnology5.60%₹114.55 Cr
Hcl Technologies LtdTechnology6.06%₹113.91 Cr
Shriram Transport Finance Company LtdFinancial5.38%₹110.05 Cr
Bharti Airtel LtdTechnology4.97%₹108.89 Cr
Bharti Airtel LtdTechnology4.97%₹108.89 Cr
Hcl Technologies LtdTechnology5.25%₹107.48 Cr
Upl LtdMaterials4.86%₹106.60 Cr
Upl LtdMaterials4.86%₹106.60 Cr
Prestige Estates Projects LtdReal Estate4.80%₹105.25 Cr
Prestige Estates Projects LtdReal Estate4.80%₹105.25 Cr
Upl LtdMaterials5.55%₹104.18 Cr
Aurobindo Pharma LtdHealthcare5.50%₹103.33 Cr
Aurobindo Pharma LtdHealthcare4.71%₹103.24 Cr
Aurobindo Pharma LtdHealthcare4.71%₹103.24 Cr
Redington LtdTechnology4.68%₹102.55 Cr
Redington LtdTechnology4.68%₹102.55 Cr
Bharti Airtel LtdTechnology5.40%₹101.46 Cr
Bharti Airtel LtdTechnology4.87%₹99.56 Cr
Tata Steel LtdMaterials4.54%₹99.48 Cr
Tata Steel LtdMaterials4.54%₹99.48 Cr
Aurobindo Pharma LtdHealthcare4.80%₹98.26 Cr
Maruti Suzuki India LtdConsumer Discretionary5.23%₹98.16 Cr
Prestige Estates Projects LtdReal Estate5.22%₹98.12 Cr
Shriram Transport Finance Company LtdFinancial5.22%₹98.11 Cr
Upl LtdMaterials4.74%₹97.08 Cr
Redington LtdTechnology4.95%₹92.91 Cr
Tata Steel LtdMaterials4.49%₹91.83 Cr
Prestige Estates Projects LtdReal Estate4.45%₹91.10 Cr
Interglobe Aviation LtdIndustrials4.79%₹89.92 Cr
Granules India LtdHealthcare4.08%₹89.48 Cr
Granules India LtdHealthcare4.08%₹89.48 Cr
Hindustan Zinc LtdMaterials3.99%₹87.49 Cr
Hindustan Zinc LtdMaterials3.99%₹87.49 Cr
Tata Steel LtdMaterials4.57%₹85.94 Cr
Interglobe Aviation LtdIndustrials3.90%₹85.58 Cr
Interglobe Aviation LtdIndustrials3.90%₹85.58 Cr
Interglobe Aviation LtdIndustrials4.16%₹85.12 Cr
Hindalco Industries LtdMaterials3.83%₹84.02 Cr
Hindalco Industries LtdMaterials3.83%₹84.02 Cr
Granules India LtdHealthcare4.00%₹81.79 Cr
Indian Energy Exchange LtdFinancial3.87%₹79.25 Cr
Indian Energy Exchange LtdFinancial3.61%₹79.18 Cr
Indian Energy Exchange LtdFinancial3.61%₹79.18 Cr
Indian Energy Exchange LtdFinancial4.10%₹77.03 Cr
Hindustan Zinc LtdMaterials3.70%₹75.74 Cr
Glenmark Life Sciences LtdHealthcare3.45%₹75.70 Cr
Glenmark Life Sciences LtdHealthcare3.45%₹75.70 Cr
Hindalco Industries LtdMaterials3.69%₹75.51 Cr
Kaveri Seed Company LtdConsumer Staples4.00%₹75.20 Cr
Granules India LtdHealthcare4.00%₹75.13 Cr
Ramkrishna Forgings LtdMaterials3.93%₹73.87 Cr
Kaveri Seed Company LtdConsumer Staples3.51%₹71.88 Cr
Radico Khaitan LtdConsumer Staples3.26%₹71.40 Cr
Radico Khaitan LtdConsumer Staples3.26%₹71.40 Cr
Kaveri Seed Company LtdConsumer Staples3.24%₹71.12 Cr
Kaveri Seed Company LtdConsumer Staples3.24%₹71.12 Cr
Infosys LtdTechnology3.70%₹69.41 Cr
Ramkrishna Forgings LtdMaterials3.14%₹68.85 Cr
Ramkrishna Forgings LtdMaterials3.14%₹68.85 Cr
Ramkrishna Forgings LtdMaterials3.34%₹68.43 Cr
Infosys LtdTechnology3.11%₹68.19 Cr
Infosys LtdTechnology3.11%₹68.19 Cr
Hindalco Industries LtdMaterials3.60%₹67.69 Cr
Infosys LtdTechnology3.24%₹66.32 Cr
Radico Khaitan LtdConsumer Staples3.22%₹65.84 Cr
Glenmark Life Sciences LtdHealthcare3.11%₹63.65 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities2.84%₹62.17 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities2.84%₹62.17 Cr
Axis Bank LtdFinancial2.81%₹61.64 Cr
Axis Bank LtdFinancial2.81%₹61.64 Cr
Radico Khaitan LtdConsumer Staples3.12%₹58.53 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities2.75%₹56.19 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities2.83%₹53.14 Cr
Glenmark Life Sciences LtdHealthcare2.43%₹45.68 Cr
Restaurant Brands Asia LtdConsumer Discretionary2.17%₹40.75 Cr
Antony Waste Handling Cell LtdIndustrials2.09%₹39.27 Cr
Restaurant Brands Asia LtdConsumer Discretionary1.88%₹38.52 Cr
Barbeque-nation Hospitality LtdConsumer Discretionary2.04%₹38.27 Cr
Antony Waste Handling Cell LtdIndustrials1.59%₹34.84 Cr
Antony Waste Handling Cell LtdIndustrials1.59%₹34.84 Cr
Antony Waste Handling Cell LtdIndustrials1.69%₹34.58 Cr
Restaurant Brands Asia LtdConsumer Discretionary1.53%₹33.65 Cr
Restaurant Brands Asia LtdConsumer Discretionary1.53%₹33.65 Cr
Barbeque-nation Hospitality LtdConsumer Discretionary1.53%₹31.30 Cr
Barbeque-nation Hospitality LtdConsumer Discretionary1.25%₹27.48 Cr
Barbeque-nation Hospitality LtdConsumer Discretionary1.25%₹27.48 Cr
Net ReceivablesUnspecified1.25%₹23.54 Cr
Net ReceivablesUnspecified0.02%₹0.33 Cr
Net ReceivablesUnspecified0.02%₹0.33 Cr
Net PayablesUnspecified-0.16%₹-3.36 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Old Bridge Focused Fund Regular - Growth

What is the current AUM of Old Bridge Focused Fund Regular - Growth?

As of Thu Jul 31, 2025, Old Bridge Focused Fund Regular - Growth manages assets worth ₹1,878.5 crore

How has Old Bridge Focused Fund Regular - Growth performed recently?

  • 3 Months: -1.81%
  • 6 Months: 12.36%

What is the long-term performance of Old Bridge Focused Fund Regular - Growth?

  • Since Inception: 10.75%

What is the portfolio composition of Old Bridge Focused Fund Regular - Growth?

Equity: 92.53%, Others: 7.47%.

Who manages Old Bridge Focused Fund Regular - Growth?

Old Bridge Focused Fund Regular - Growth is managed by Tarang Agrawal from Old Bridge Mutual Fund.

What is the market-cap allocation of Old Bridge Focused Fund Regular - Growth?

Large Cap: 49.16%, Mid Cap: 19.05%, Small Cap: 31.78%.

Which are the top companies Old Bridge Focused Fund Regular - Growth has invested in?

  • Repo – 10.79% of the fund's portfolio
  • Repo – 7.45% of the fund's portfolio
  • Repo – 7.45% of the fund's portfolio
  • Shriram Transport Finance Company Ltd – 7.13% of the fund's portfolio
  • Shriram Transport Finance Company Ltd – 7.13% of the fund's portfolio

Which are the major sectors Old Bridge Focused Fund Regular - Growth focuses on?

  • Materials – 78.33% of the fund's portfolio
  • Technology – 75.51% of the fund's portfolio
  • Healthcare – 48.32% of the fund's portfolio
  • Financial – 45.67% of the fund's portfolio
  • Consumer Discretionary – 36.01% of the fund's portfolio
View more FAQ's

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Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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