Old Bridge Focused Equity Fund

Review Date: 21-02-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It captures the increment in the investment's value during the investment period, articulated as either a percentage or a monetary denomination. We carefully examined four return parameters of this fund to gauge its performance. The return parameters have been divided into three performance groups: the top 25%, parameters below the top 25% but exceeding the average, and parameters below the average mark. Please find the detailed analysis below.
   1. Top 25%: The Old Bridge Focused Equity Fund has one return parameter in the top 25% in the category, as shown below:
      
      • 3M Return %
   2. Above Average Below the Top 25%: The Old Bridge Focused Equity Fund has two return parameters in the category, which are above average but below the top 25%, as shown below:
      
      • 1M Return %
      • 1Y Return %
   3. Below Average: Old Bridge Focused Equity Fund has one return parameter that is below average in the category, which is listed below:
      
      • 6M Return %
2. Risk: It refers to the chance of suffering a financial loss or not reaching the expected profits due to a variety of circumstances. Zero risk parameters of the fund are divided into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described 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: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
   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.

_{Not able to see in mobile!!! save the chart by clicking on camera icon.}

Date	Old Bridge Focused Equity Fund NAV Regular Growth	Old Bridge Focused Equity Fund NAV Direct Growth
21-02-2025	10.9	11.02
20-02-2025	10.94	11.06
19-02-2025	10.83	10.95
18-02-2025	10.71	10.83
17-02-2025	10.78	10.91
14-02-2025	10.72	10.84
13-02-2025	10.9	11.02
12-02-2025	10.87	10.99
11-02-2025	10.89	11.01
10-02-2025	11.14	11.27
07-02-2025	11.22	11.34
06-02-2025	11.26	11.38
05-02-2025	11.23	11.35
04-02-2025	11.1	11.22
03-02-2025	10.95	11.07
31-01-2025	11.07	11.19
30-01-2025	11.0	11.12
29-01-2025	10.93	11.05
28-01-2025	10.71	10.83
27-01-2025	10.84	10.96
24-01-2025	11.1	11.22
23-01-2025	11.26	11.38
22-01-2025	11.13	11.25
21-01-2025	11.18	11.29