- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ ↑ 0.22%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Old Bridge Focused Fund - Direct Growth and its peers as on 28 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Direct Growth | 4.81% | 0.22% | -0.07% | 0.45% | 6.37% | 14.67% | - | - | - | - |
| SBI FOCUSED FUND - DIRECT PLAN -GROWTH | 3.22% | 1.03% | -1.15% | 2.36% | 2.35% | 12.71% | 15.95% | 13.83% | 16.96% | 15.54% |
| ICICI Prudential Focused Equity Fund - Direct Plan - Growth | -3.06% | 1.07% | -1.02% | 1.4% | 3.76% | 4.8% | 18% | 17.74% | 19.63% | 15.53% |
| HDFC Focused Fund - Growth Option - Direct Plan | -2.44% | 0.17% | -0.36% | 1% | 4.03% | 3.19% | 16.94% | 19.75% | 18.84% | 15.08% |
| Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option | -3.25% | -0.39% | -1.2% | -1.58% | 0.78% | 0.55% | 11.19% | 12.24% | 15.83% | 13.37% |
| Kotak Focused Fund- Direct Plan- Growth option | 0.61% | -0.08% | -1.03% | 0.7% | 4.43% | 10.25% | 15.97% | 14.48% | 17.1% | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | 8.77% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 0.17% | 3.8% | 1.95% | 2.39% | -3.57% | -2.06% | -9.55% | 9.01% | 1.57% | 4.57% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 2.89% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 83.27% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 16.73% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 7.80% |
| Aurobindo Pharma Limited | AUROPHARMA (INE406A01037) | Pharmaceuticals & Biotechnology | 6.63% |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 4.53% |
| Tata Steel Limited | TATASTEEL (INE081A01020) | Ferrous Metals | 4.47% |
| Hindustan Zinc Limited | HINDZINC (INE267A01025) | Non - Ferrous Metals | 4.22% |
| Granules India Limited | GRANULES (INE101D01020) | Pharmaceuticals & Biotechnology | 4.21% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 4.11% |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 4.05% |
| Redington Limited | REDINGTON (INE891D01026) | Commercial Services & Supplies | 3.93% |
| Alivus Life Sciences Limited | ALIVUS (INE03Q201024) | Pharmaceuticals & Biotechnology | 3.91% |
| Hindalco Industries Limited | HINDALCO (INE038A01020) | Non - Ferrous Metals | 3.76% |
| UPL Limited | UPL (INE628A01036) | Fertilizers & Agrochemicals | 3.60% |
| InterGlobe Aviation Limited | INDIGO (INE646L01027) | Transport Services | 3.50% |
| The Great Eastern Shipping Company Limited | GESHIP (INE017A01032) | Transport Services | 3.43% |
| Prestige Estates Projects Limited | PRESTIGE (INE811K01011) | Realty | 3.42% |
| Radico Khaitan Limited | RADICO (INE944F01028) | Beverages | 3.36% |
| Ramkrishna Forgings Limited | RKFORGE (INE399G01023) | Auto Components | 3.06% |
| Indian Energy Exchange Limited | IEX (INE022Q01020) | Capital Markets | 2.80% |
| Tata Motors Passenger Vehicles Limited | TMPV (INE155A01022) | Automobiles | 2.67% |
| Kaveri Seed Company Limited | KSCL (INE455I01029) | Agricultural Food & other Products | 2.30% |
| Medi Assist Healthcare Services Limited | MEDIASSIST (INE456Z01021) | Insurance | 1.35% |
| United Foodbrands Limited | UFBL (INE382M01027) | Leisure Services | 1.13% |
| Antony Waste Handling Cell Limited | AWHCL (INE01BK01022) | Other Utilities | 1.03% |
Portfolio data is as on date 31 March, 2026
NAV history
Old Bridge Focused Fund - Direct Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 28 July, 2026 | 13.52 | 0.22% |
| 27 July, 2026 | 13.49 | 2.04% |
| 24 July, 2026 | 13.22 | -0.15% |
| 23 July, 2026 | 13.24 | -1.27% |
| 22 July, 2026 | 13.41 | -0.89% |
| 21 July, 2026 | 13.53 | 0.74% |
| 20 July, 2026 | 13.43 | -0.22% |
| 17 July, 2026 | 13.46 | -0.44% |
| 16 July, 2026 | 13.52 | 0% |
| 15 July, 2026 | 13.52 | 0.22% |
| 14 July, 2026 | 13.49 | -0.81% |
| 13 July, 2026 | 13.60 | -0.37% |
| 10 July, 2026 | 13.65 | 1.04% |
| 9 July, 2026 | 13.51 | 0.9% |
| 8 July, 2026 | 13.39 | -2.12% |
| 7 July, 2026 | 13.68 | -0.44% |
| 6 July, 2026 | 13.74 | 0.37% |
| 3 July, 2026 | 13.69 | 0.51% |
| 2 July, 2026 | 13.62 | 1.04% |
| 1 July, 2026 | 13.48 | -0.07% |
| 30 June, 2026 | 13.49 | 0.9% |
| 29 June, 2026 | 13.37 | -0.67% |
| 25 June, 2026 | 13.46 | 0.15% |
| 24 June, 2026 | 13.44 | 0.45% |
| 23 June, 2026 | 13.38 | -0.45% |
| 22 June, 2026 | 13.44 | 0.75% |
| 19 June, 2026 | 13.34 | 0.53% |
| 18 June, 2026 | 13.27 | 1.14% |
| 17 June, 2026 | 13.12 | 0.23% |
| 16 June, 2026 | 13.09 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Old Bridge Focused Fund - Direct Growth?
The latest NAV of Old Bridge Focused Fund - Direct Growth is 13.52 as on 28 July, 2026.What are YTD (year to date) returns of Old Bridge Focused Fund - Direct Growth?
The YTD (year to date) returns of Old Bridge Focused Fund - Direct Growth are 4.81% as on 28 July, 2026.What are 1 year returns of Old Bridge Focused Fund - Direct Growth?
The 1 year returns of Old Bridge Focused Fund - Direct Growth are 14.67% as on 28 July, 2026.