Old Bridge Focused Fund Regular-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -3.36%
NAV: ₹13.50 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Old Bridge Focused Fund Regular-IDCW

  • ₹4,542.0 Cr
    AUM
  • ₹13.50
    NAV
  • 2.02%
    Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Old Bridge Focused Fund Regular-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -3.36% NA NA
6 Months 8.09% NA NA
1 Year 12.13% 12.13% NA
2 Years 12.78% 6.20% NA
As on Thu Nov 05, 2026

Asset Allocation of Old Bridge Focused Fund Regular-IDCW

equities

92.32%

other assets or cash equivalents

7.68%
Large Cap: 48.07%
Mid Cap: 14.29%
Small Cap: 37.64%
Other: 0.00%
Top Holdings
Repo
14.58%
Repo
9.07%
Repo
9.07%
Repo
9.07%
Repo
10.56%
 
Top Sectors
Unspecified
112.07%
Financial
51.10%
Technology
13.92%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Old Bridge Focused Fund Regular-IDCW

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 ₹4,542.0 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.02%.
The portfolio allocation consists of 92.32% in equities, 7.68% in other assets or cash equivalents.Managed by Tarang Agrawal, it has delivered a return of 12.13% in the last year, a total return since inception of 11.38%.
Individuals often consider various best sip to invest to strengthen long-term savings habits.

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

Old Bridge Focused Fund Regular-IDCW Fund Details

Fund Names Old Bridge Focused Fund Regular-IDCW
Inception Date 24 Jan 2024
Lock In No Lock-in
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Old Bridge Focused Fund Regular-IDCW Fund Returns Comparison

Compare Old Bridge Focused Fund Regular-IDCW with other mutual funds in the same category

Old Bridge Focused Fund Regular-IDCW

HDFC Focused Fund Direct-Growth

HDFC Focused Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
HDFC Focused Fund Direct-Growth trend ₹26,553 7.17% 0.43% 1.03% 17.01% 16.92%
HDFC Focused Fund Direct-IDCW trend ₹26,553 7.17% 0.43% 1.03% 17.01% 16.92%
HDFC Focused Fund Regular-Growth trend ₹26,553 7.09% 0.20% 0.09% 15.78% 15.56%
HDFC Focused Fund Regular-IDCW trend ₹26,553 7.09% 0.20% 0.09% 15.78% 15.56%
Invesco India Focused Fund Direct-Growth trend ₹6,234 8.04% 4.61% 11.11% 23.02% 14.97%
Invesco India Focused Fund Direct-IDCW trend ₹6,234 8.04% 4.61% 11.11% 23.02% 14.97%
ICICI Prudential Focused Fund Direct-Growth trend ₹17,168 6.77% -0.94% 2.14% 18.52% 14.86%
ICICI Prudential Focused Fund Direct-IDCW trend ₹17,168 6.77% -0.94% 2.14% 18.52% 14.86%
ICICI Prudential Focused Fund-Growth trend ₹17,168 6.69% -1.19% 1.06% 17.19% 13.50%
ICICI Prudential Focused Fund-IDCW trend ₹17,168 6.69% -1.19% 1.06% 17.19% 13.50%
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 ₹4,542 2.21% -3.14% 8.68% 13.28% -
Old Bridge Focused Fund Regular-Growth increase ₹4,542 2.12% -3.36% 8.09% 12.13% -
Old Bridge Focused Fund Direct-IDCW increase ₹4,542 2.21% -3.14% 8.68% 13.28% -
increase growth is based on 1-month returns of the funds

Old Bridge Focused Fund Regular-IDCW Calculator

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Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Focused Fund Direct Plan-Growth trend ₹50,180 ₹460.60 16.72% 11.02% 15.65%
SBI Focused Fund-Growth trend ₹50,180 ₹406.17 15.79% 10.06% 14.57%
SBI Focused Fund Direct Plan-IDCW trend ₹50,180 ₹112.24 16.72% 11.02% 15.65%
SBI Focused Fund-IDCW trend ₹50,180 ₹74.29 15.79% 10.06% 14.57%
HDFC Focused Fund Direct-Growth trend ₹26,553 ₹273.52 17.01% 16.92% 15.35%
HDFC Focused Fund Regular-Growth trend ₹26,553 ₹238.25 15.78% 15.56% 14.09%
HDFC Focused Fund Direct-IDCW trend ₹26,553 ₹32.53 17.01% 16.92% 15.35%
HDFC Focused Fund Regular-IDCW trend ₹26,553 ₹24.22 15.78% 15.56% 14.09%
ICICI Prudential Focused Fund-Growth trend ₹17,168 ₹96.15 17.19% 13.50% 14.66%
ICICI Prudential Focused Fund Direct-Growth trend ₹17,168 ₹111.75 18.52% 14.86% 15.98%
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Top funds are based on Fund AUM

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Old Bridge Focused Fund Regular-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified14.58%₹423.52 Cr
RepoUnspecified9.07%₹411.90 Cr
RepoUnspecified9.07%₹411.90 Cr
RepoUnspecified9.07%₹411.90 Cr
RepoUnspecified10.56%₹350.00 Cr
RepoUnspecified7.88%₹343.00 Cr
RepoUnspecified7.88%₹343.00 Cr
RepoUnspecified7.88%₹343.00 Cr
RepoUnspecified7.88%₹343.00 Cr
RepoUnspecified13.84%₹340.65 Cr
RepoUnspecified14.36%₹334.95 Cr
Shriram Transport Finance Company LtdFinancial7.18%₹326.23 Cr
Shriram Transport Finance Company LtdFinancial7.18%₹326.23 Cr
Shriram Transport Finance Company LtdFinancial7.18%₹326.23 Cr
Shriram Transport Finance Company LtdFinancial7.39%₹321.84 Cr
Shriram Transport Finance Company LtdFinancial7.39%₹321.84 Cr
Shriram Transport Finance Company LtdFinancial7.39%₹321.84 Cr
Shriram Transport Finance Company LtdFinancial7.39%₹321.84 Cr
Redington LtdTechnology6.96%₹316.26 Cr
Redington LtdTechnology6.96%₹316.26 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
HDFC Focused Fund Direct-Growth increase ₹273.52 17.01% 16.92% -
HDFC Focused Fund Direct-IDCW increase ₹32.53 17.01% 16.92% -
HDFC Focused Fund Regular-Growth increase ₹238.25 15.78% 15.56% -
HDFC Focused Fund Regular-IDCW increase ₹24.22 15.78% 15.56% -
Invesco India Focused Fund Direct-Growth increase ₹33.59 23.02% 14.97% -
Invesco India Focused Fund Direct-IDCW increase ₹24.71 23.02% 14.97% -
ICICI Prudential Focused Fund Direct-Growth increase ₹111.75 18.52% 14.86% -
ICICI Prudential Focused Fund Direct-IDCW increase ₹62.62 18.52% 14.86% -
ICICI Prudential Focused Fund-Growth increase ₹96.15 17.19% 13.50% -
ICICI Prudential Focused Fund-IDCW increase ₹25.89 17.19% 13.50% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Old Bridge Focused Fund Regular-IDCW

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

As of Wed Sep 30, 2026, Old Bridge Focused Fund Regular-IDCW manages assets worth ₹4,542.0 crore

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

  • 3 Months: -3.36%
  • 6 Months: 8.09%

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

  • Since Inception: 11.38%

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

Equity: 92.32%, Others: 7.68%.

Who manages Old Bridge Focused Fund Regular-IDCW?

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

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

Large Cap: 48.07%, Mid Cap: 14.29%, Small Cap: 37.64%.

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

  • Repo – 14.58% of the fund's portfolio
  • Repo – 9.07% of the fund's portfolio
  • Repo – 9.07% of the fund's portfolio
  • Repo – 9.07% of the fund's portfolio
  • Repo – 10.56% of the fund's portfolio

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

  • Unspecified – 112.07% of the fund's portfolio
  • Financial – 51.10% of the fund's portfolio
  • Technology – 13.92% of the fund's portfolio
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