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Fund Overview of Old Bridge Focused Fund Regular-IDCW
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₹3,669.6 CrAUM
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₹13.72NAV
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2.14%Expense Ratio
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.
Old Bridge Focused Fund Regular-IDCW Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 10.56% | NA | NA |
| 6 Months | 9.58% | NA | NA |
| 1 Year | 21.50% | 21.50% | NA |
| 2 Years | 14.79% | 7.14% | NA |
Asset Allocation of Old Bridge Focused Fund Regular-IDCW
equities
92.87%other assets or cash equivalents
7.13%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 ₹3,669.6 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.14%. Fund Manager Manager Education Fund Manager Manager EducationAbout Old Bridge Focused Fund Regular-IDCW
The portfolio allocation consists of 92.87% in equities, 7.13% in other assets or cash equivalents.Managed by Tarang Agrawal, it has delivered a return of 21.50% in the last year, a total return since inception of 13.34%.
Individuals often consider various best sip to invest to strengthen long-term savings habits.
Old Bridge Focused Fund Regular-IDCW Fund Details
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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
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
HDFC Focused Fund Direct-Growth  |
₹27,303 | 2.44% | 7.43% | 6.31% | 18.26% | 19.73% |
| HDFC Focused Fund Direct-IDCW |
₹27,303 | 2.44% | 7.43% | 6.31% | 18.26% | 19.73% |
| HDFC Focused Fund Regular-Growth |
₹27,303 | 2.36% | 7.18% | 5.28% | 16.99% | 18.32% |
| HDFC Focused Fund Regular-IDCW |
₹27,303 | 2.36% | 7.18% | 5.28% | 16.99% | 18.32% |
| ICICI Prudential Focused Equity Fund Direct-Growth |
₹17,012 | 2.03% | 8.36% | 9.21% | 19.52% | 17.68% |
| ICICI Prudential Focused Equity Fund Direct-IDCW |
₹17,012 | 2.03% | 8.36% | 9.21% | 19.52% | 17.68% |
| Invesco India Focused Fund Direct-Growth |
₹5,635 | 3.21% | 14.18% | 5.04% | 23.91% | 16.93% |
| Invesco India Focused Fund Direct-IDCW |
₹5,635 | 3.21% | 14.18% | 5.04% | 23.91% | 16.93% |
| ICICI Prudential Focused Equity Fund-Growth |
₹17,012 | 1.94% | 8.07% | 8.02% | 18.16% | 16.27% |
| ICICI Prudential Focused Equity Fund-IDCW |
₹17,012 | 1.94% | 8.07% | 8.02% | 18.16% | 16.27% |
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 |
|---|---|---|---|---|---|---|
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Old Bridge Focused Fund Regular-Growth
|
₹3,670 | 2.85% | 10.56% | 9.58% | 21.50% | - |
|
Old Bridge Focused Fund Direct-Growth
|
₹3,670 | 2.92% | 10.94% | 10.16% | 22.81% | - |
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Old Bridge Focused Fund Direct-IDCW
|
₹3,670 | 2.92% | 10.94% | 10.16% | 22.81% | - |
growth is based on 1-month returns of the fundsOld Bridge Focused Fund Regular-IDCW Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Focused Fund Direct Plan-Growth |
₹47,274 | ₹453.62 | 16.42% | 14.15% | 15.66% |
| SBI Focused Fund-Growth |
₹47,274 | ₹400.84 | 15.48% | 13.15% | 14.59% |
| SBI Focused Fund Direct Plan-IDCW |
₹47,274 | ₹110.54 | 16.42% | 14.15% | 15.66% |
| SBI Focused Fund-IDCW |
₹47,274 | ₹73.32 | 15.48% | 13.15% | 14.59% |
| HDFC Focused Fund Regular-Growth |
₹27,303 | ₹238.41 | 16.99% | 18.32% | 14.27% |
| HDFC Focused Fund Direct-Growth |
₹27,303 | ₹273.08 | 18.26% | 19.73% | 15.55% |
| HDFC Focused Fund Direct-IDCW |
₹27,303 | ₹32.48 | 18.26% | 19.73% | 15.55% |
| HDFC Focused Fund Regular-IDCW |
₹27,303 | ₹24.24 | 16.99% | 18.32% | 14.27% |
| ICICI Prudential Focused Equity Fund-Growth |
₹17,012 | ₹97.57 | 18.16% | 16.27% | 14.67% |
| ICICI Prudential Focused Equity Fund Direct-Growth |
₹17,012 | ₹113.11 | 19.52% | 17.68% | 16.00% |
Old Bridge Focused Fund Regular-IDCW Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 14.58% | ₹423.52 Cr |
| Repo | Unspecified | 10.56% | ₹350.00 Cr |
| Repo | Unspecified | 13.84% | ₹340.65 Cr |
| Repo | Unspecified | 14.36% | ₹334.95 Cr |
| Shriram Transport Finance Company Ltd | Financial | 7.48% | ₹274.58 Cr |
| Shriram Transport Finance Company Ltd | Financial | 7.48% | ₹274.58 Cr |
| Shriram Transport Finance Company Ltd | Financial | 7.48% | ₹274.58 Cr |
| Aurobindo Pharma Ltd | Healthcare | 6.51% | ₹238.98 Cr |
| Aurobindo Pharma Ltd | Healthcare | 6.51% | ₹238.98 Cr |
| Aurobindo Pharma Ltd | Healthcare | 6.51% | ₹238.98 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.33% | ₹232.34 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.33% | ₹232.34 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.33% | ₹232.34 Cr |
| Shriram Transport Finance Company Ltd | Financial | 9.15% | ₹225.18 Cr |
| Repo | Unspecified | 10.79% | ₹220.80 Cr |
| Bharti Airtel Ltd | Technology | 5.90% | ₹216.68 Cr |
| Bharti Airtel Ltd | Technology | 5.90% | ₹216.68 Cr |
| Bharti Airtel Ltd | Technology | 5.90% | ₹216.68 Cr |
| Shriram Transport Finance Company Ltd | Financial | 6.52% | ₹216.06 Cr |
| Redington Ltd | Technology | 5.81% | ₹213.29 Cr |
Top Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| HDFC Focused Fund Direct-Growth |
₹273.08 | 18.26% | 19.73% | - |
| HDFC Focused Fund Direct-IDCW |
₹32.48 | 18.26% | 19.73% | - |
| HDFC Focused Fund Regular-Growth |
₹238.41 | 16.99% | 18.32% | - |
| HDFC Focused Fund Regular-IDCW |
₹24.24 | 16.99% | 18.32% | - |
| ICICI Prudential Focused Equity Fund Direct-Growth |
₹113.11 | 19.52% | 17.68% | - |
| ICICI Prudential Focused Equity Fund Direct-IDCW |
₹65.85 | 19.52% | 17.68% | - |
| Invesco India Focused Fund Direct-Growth |
₹32.13 | 23.91% | 16.93% | - |
| Invesco India Focused Fund Direct-IDCW |
₹23.63 | 23.91% | 16.93% | - |
| ICICI Prudential Focused Equity Fund-Growth |
₹97.57 | 18.16% | 16.27% | - |
| ICICI Prudential Focused Equity Fund-IDCW |
₹28.74 | 18.16% | 16.27% | - |
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 Tue Jun 30, 2026, Old Bridge Focused Fund Regular-IDCW manages assets worth ₹3,669.6 crore
How has Old Bridge Focused Fund Regular-IDCW performed recently?
- 3 Months: 10.56%
- 6 Months: 9.58%
What is the long-term performance of Old Bridge Focused Fund Regular-IDCW?
- Since Inception: 13.34%
What is the portfolio composition of Old Bridge Focused Fund Regular-IDCW?
Equity: 92.87%, Others: 7.13%.
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: 48.39%, Mid Cap: 16.30%, Small Cap: 35.31%.
Which are the top companies Old Bridge Focused Fund Regular-IDCW has invested in?
- Repo – 14.58% of the fund's portfolio
- Repo – 10.56% of the fund's portfolio
- Repo – 13.84% of the fund's portfolio
- Repo – 14.36% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 7.48% of the fund's portfolio
Which are the major sectors Old Bridge Focused Fund Regular-IDCW focuses on?
- Unspecified – 64.13% of the fund's portfolio
- Financial – 38.11% of the fund's portfolio
- Technology – 23.51% of the fund's portfolio
- Healthcare – 19.53% of the fund's portfolio
- Consumer Discretionary – 18.99% of the fund's portfolio
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^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.
