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Fund Overview of Old Bridge Focused Fund Regular-idcw
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₹3,314.8 CrAUM
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₹12.79NAV
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2.95%Expense Ratio
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EquityFund Category
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.
Returns of Old Bridge Focused Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.79% | NA | 3.06% |
| 6 Months | 4.92% | NA | 12.13% |
| 1 Year | 7.39% | 7.39% | 0.23% |
| 2 Years | 14.95% | 7.22% | 19.05% |
Compare Old Bridge Focused Fund Regular-idcw with other mutual funds in the same category
Old Bridge Focused Fund Regular-idcw
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw
Asset Allocation
equities
88.53%other assets or cash equivalents
11.47%Old Bridge Focused Fund Regular-idcw 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 ₹3,314.8 crore as on Sun May 31, 2026. The expense ratio stands at 2.95%. Fund Manager Manager Education Fund Manager Manager EducationAbout Old Bridge Focused Fund Regular-idcw
The portfolio allocation consists of 88.53% in equities, 11.47% in other assets or cash equivalents.Managed by Tarang Agrawal, it has delivered a return of 7.39% in the last year, a total return since inception of 10.81%.
Individuals often consider various best sip to invest to strengthen long-term savings habits.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| Bank Of India Flexi Cap Fund Direct-growth |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
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 Regular-growth
|
₹3,315 | 1.99% | 9.79% | 4.92% | 7.39% | - |
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Old Bridge Focused Fund Direct-growth
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₹3,315 | 2.10% | 10.16% | 5.47% | 8.61% | - |
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Old Bridge Focused Fund Direct-idcw
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₹3,315 | 2.10% | 10.16% | 5.47% | 8.61% | - |
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Old Bridge Flexi Cap Fund Regular-growth
|
₹176 | 3.61% | 9.11% | - | - | - |
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Old Bridge Flexi Cap Fund Direct-growth
|
₹176 | 3.79% | 9.50% | - | - | - |
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Old Bridge Flexi Cap Fund Regular-idcw
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₹176 | 3.61% | 9.11% | - | - | - |
|
Old Bridge Flexi Cap Fund Direct-idcw
|
₹176 | 3.79% | 9.50% | - | - | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹1,990.58 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,189.35 | 17.94% | 18.27% | 16.74% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹71.93 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.52 | 17.94% | 18.27% | 16.74% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹84.81 | 13.55% | 12.01% | 13.56% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.28 | 14.52% | 13.01% | 14.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 10.56% | ₹350.00 Cr |
| Shriram Transport Finance Company Ltd | Financial | 6.52% | ₹216.06 Cr |
| Aurobindo Pharma Ltd | Healthcare | 6.10% | ₹202.27 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 5.29% | ₹175.39 Cr |
| Bharti Airtel Ltd | Technology | 4.99% | ₹165.52 Cr |
| Redington Ltd | Technology | 4.08% | ₹135.11 Cr |
| Hindustan Zinc Ltd | Materials | 4.07% | ₹134.88 Cr |
| Ramkrishna Forgings Ltd | Materials | 4.05% | ₹134.41 Cr |
| Interglobe Aviation Ltd | Industrials | 4.03% | ₹133.53 Cr |
| Axis Bank Ltd | Financial | 3.98% | ₹131.88 Cr |
| Tata Motors Ltd | Consumer Discretionary | 3.89% | ₹128.81 Cr |
| Upl Ltd | Materials | 3.87% | ₹128.24 Cr |
| Granules India Ltd | Healthcare | 3.85% | ₹127.72 Cr |
| Prestige Estates Projects Ltd | Real Estate | 3.82% | ₹126.77 Cr |
| Glenmark Life Sciences Ltd | Healthcare | 3.70% | ₹122.65 Cr |
| Tata Steel Ltd | Materials | 3.68% | ₹121.92 Cr |
| Radico Khaitan Ltd | Consumer Staples | 3.62% | ₹120.16 Cr |
| Hindalco Industries Ltd | Materials | 3.37% | ₹111.65 Cr |
| Indian Energy Exchange Ltd | Financial | 3.13% | ₹103.85 Cr |
| Kaveri Seed Company Ltd | Consumer Staples | 2.98% | ₹98.66 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.98 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.97 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.93 | 22.22% | 21.31% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.94 | 22.22% | 21.31% | - |
| HDFC Focused Fund Direct-growth |
₹259.81 | 17.80% | 19.97% | - |
| HDFC Focused Fund Direct-idcw |
₹30.90 | 17.80% | 19.97% | - |
| HDFC Focused Fund Regular-growth |
₹227.08 | 16.52% | 18.55% | - |
| HDFC Focused Fund Regular-idcw |
₹23.09 | 16.52% | 18.55% | - |
| Bank Of India Flexi Cap Fund Direct-growth |
₹40.47 | 22.39% | 18.30% | - |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹34.59 | 22.39% | 18.30% | - |
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 Sun May 31, 2026, Old Bridge Focused Fund Regular-idcw manages assets worth ₹3,314.8 crore
How has Old Bridge Focused Fund Regular-idcw performed recently?
- 3 Months: 9.79%
- 6 Months: 4.92%
What is the long-term performance of Old Bridge Focused Fund Regular-idcw?
- Since Inception: 10.81%
What is the portfolio composition of Old Bridge Focused Fund Regular-idcw?
Equity: 88.53%, Others: 11.47%.
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: 44.98%, Mid Cap: 19.67%, Small Cap: 35.36%.
Which are the top companies Old Bridge Focused Fund Regular-idcw has invested in?
- Repo – 10.56% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 6.52% of the fund's portfolio
- Aurobindo Pharma Ltd – 6.10% of the fund's portfolio
- Maruti Suzuki India Ltd – 5.29% of the fund's portfolio
- Bharti Airtel Ltd – 4.99% of the fund's portfolio
Which are the major sectors Old Bridge Focused Fund Regular-idcw focuses on?
- Materials – 19.04% of the fund's portfolio
- Healthcare – 13.65% of the fund's portfolio
- Financial – 13.63% of the fund's portfolio
- Unspecified – 10.56% of the fund's portfolio
- Consumer Discretionary – 9.18% 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.
