Old Bridge Focused Equity Fund Overview
Category Focused Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 20-12-2024
NAV ₹11.72(R) -1.84% ₹11.84(D) -1.82%
Returns 1Y 3Y 5Y 7Y 10Y
LumpSum (R) -% -% -% -% -%
LumpSum (D) -% -% -% -% -%
SIP (R) -% -% -% -% -%
SIP (D) -% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.
Top Focused Fund
Fund Name Rank Rating
Hdfc Focused 30 Fund 1
Invesco India Focused Fund 2
JM Focused Fund 3
Icici Prudential Focused Equity Fund 4
Bandhan Focused Equity Fund 5

NAV Date: 20-12-2024

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 11.72
-0.2200
-1.8400%
Old Bridge Focused Equity Fund - Regular IDCW 11.72
-0.2200
-1.8400%
Old Bridge Focused Equity Fund - Direct Growth 11.84
-0.2200
-1.8200%
Old Bridge Focused Equity Fund - Direct IDCW 11.84
-0.2200
-1.8200%

Review Date: 20-12-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed three return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: Two return parameters of the Old Bridge Focused Equity Fund are in the top 25% in the category, as shown below:
      • 1M Return %
      • 6M Return %
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: One return parameter of the fund is below average in the category, which is listed below:
      • 3M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of Old Bridge Focused Equity Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: Old Bridge Focused Equity Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: Old Bridge Focused Equity Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: Old Bridge Focused Equity Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For Old Bridge Focused Equity Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 3.08
2.27
-0.09 | 4.91 8 | 29 Very Good
3M Return % -8.72
-6.77
-12.73 | -0.96 22 | 29 Average
6M Return % 4.64
2.76
-7.03 | 12.06 6 | 29 Very Good
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % 3.23 2.37 0.00 | 5.02 7 | 29
3M Return % -8.43 -6.48 -12.40 | -0.64 22 | 29
6M Return % 5.24 3.39 -6.33 | 12.78 6 | 29
Return data last Updated On : Dec. 20, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Nov. 29, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.84 ₹ 9,816.00 -1.82 ₹ 9,818.00
1W -2.90 ₹ 9,710.00 -2.79 ₹ 9,721.00
1M 3.08 ₹ 10,308.00 3.23 ₹ 10,323.00
3M -8.72 ₹ 9,128.00 -8.43 ₹ 9,157.00
6M 4.64 ₹ 10,464.00 5.24 ₹ 10,524.00
1Y ₹ ₹
3Y ₹ ₹
5Y ₹ ₹
7Y ₹ ₹
10Y ₹ ₹
15Y ₹ ₹

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Investment Period Invested Amount Regular Direct
XIRR % Current Value of Invested Amount XIRR % Current Value of Invested Amount
1Y ₹ 12000 ₹ ₹
3Y ₹ 36000 ₹ ₹
5Y ₹ 60000 ₹ ₹
7Y ₹ 84000 ₹ ₹
10Y ₹ 120000 ₹ ₹
15Y ₹ 180000 ₹ ₹


Date Old Bridge Focused Equity Fund NAV Regular Growth Old Bridge Focused Equity Fund NAV Direct Growth
20-12-2024 11.72 11.84
19-12-2024 11.94 12.06
18-12-2024 11.97 12.08
17-12-2024 12.0 12.12
16-12-2024 12.1 12.22
13-12-2024 12.07 12.18
12-12-2024 12.06 12.18
11-12-2024 12.15 12.27
10-12-2024 12.09 12.2
09-12-2024 12.08 12.19
06-12-2024 12.12 12.23
05-12-2024 12.09 12.2
04-12-2024 12.03 12.14
03-12-2024 12.06 12.17
02-12-2024 12.03 12.14
29-11-2024 11.9 12.01
28-11-2024 11.79 11.9
27-11-2024 11.82 11.93
26-11-2024 11.82 11.93
25-11-2024 11.68 11.79
22-11-2024 11.5 11.61
21-11-2024 11.37 11.47

Fund Launch Date: 24/Jan/2024
Fund Category: Focused Fund
Investment Objective: To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies acrossmarket capitalization (i.e. Mid cap, Small cap, Large cap).Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
Fund Description: An Open-ended Equity Scheme investing in maximum 30 stocks (Multi Cap)
Fund Benchmark: BSE 500 Total Return Index
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.