Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹11.7400 0.60%
As on 20-Mar-2026
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Old Bridge Focused Fund - Direct Plan
|
|
Very High
|
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0.97 |
||
 |
|
Very High
|
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0.63 |
||
|
|
Very High
|
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0.70 |
||
 |
|
Very High
|
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0.73 |
||
|
|
Very High
|
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0.63 |
₹2,461 Cr
1.00 (365)
5,000
1,000
2,500
6
About Old Bridge Focused Fund - Direct Plan
Old Bridge Focused Fund - Direct Plan is a equity mutual fund scheme of Old Bridge Mutual Fund. Launched on January 24, 2024, it is currently managed by Kenneth Andrade and Tarang Agrawal. The fund has an expense ratio of 0.97% with an overall AUM (Assets Under Management) of ₹2,461 Cr.
Old Bridge Focused Equity Fund - Direct Plan is mandated to invest at least 65 per cent of its assets in equity stocks at all times. Since it follows a focused investment strategy, it limits the number of stocks in its portfolio to a maximum of 30. Flexi cap funds have complete freedom to invest in companies of different sizes, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹2,500.
Investment Strategy
The scheme seeks 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).
Suitability
Flexi-cap funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Old Bridge Focused Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Old Bridge Focused Fund - Direct Plan can be bought from the Old Bridge Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Old Bridge Focused Fund - Direct Plan, is ₹11.7400 as of 21-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
9.15
|
|
|
5.88
|
|
|
5.23
|
|
|
5.12
|
|
|
4.70
|
Over the past five years, Old Bridge Focused Fund - Direct Plan has delivered an annualised return of --% as of 21-Mar-2026.
The minimum investment required to start investing in Old Bridge Focused Fund - Direct Plan is ₹5,000 for the lump sum option and ₹2,500 for the SIP (Systematic Investment Plan) option.
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