← Old Bridge Mutual Fund
Old Bridge Focused Fund - Direct Growth
Open Ended Schemes(Equity Scheme - Focused Fund)Very High RiskISIN INF0S5R01042
NAV · 06-Jul-2026
₹13.7400
1M
+6.12%
6M
+5.71%
1Y (CAGR)
+10.50%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+13.71%
NAV history
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Risk & SIP analytics
Volatility (3y)
16.43%
Downside dev (3y)
12.31%
Max drawdown (3y)
-18.9%
Calendar-year returns
2025 +8.5%
Fund facts
Fund managerTarang Agrawal · Kenneth Andrade
AUM₹33,148 Cr
Expense ratio0.77% · 2026-05-31
TER · AMFI officialDirect 1.12% · Regular 2.17% (2026-06-30)
Launch date17-Jan-2024
Plan typeOpen Ended · Equity
Min lumpsum₹5,000
Min SIP₹2,500
Lock-inNone
Volatility16.40
AMCOld Bridge Asset Management Private Limited
Objective · To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). There is no assurance or guarantee that the objectives of the scheme will be realized.
scheme documents ↗