Old Bridge Focused Equity Fund Overview
Category Focused Fund
BMSMONEY Rank N/A
BMSMONEY Rating N/A
Gro. Opt. As On: 21-10-2024
NAV ₹12.26(R) -1.92% ₹12.36(D) -1.83%
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
Icici Prudential Focused Equity Fund 2
Invesco India Focused Fund 3
Mahindra Manulife Focused Fund 4
JM Focused Fund 5

NAV Date: 21-10-2024

Scheme Name NAV Rupee Change Percent Change
Old Bridge Focused Equity Fund - Regular Growth 12.26
-0.2400
-1.9200%
Old Bridge Focused Equity Fund - Regular IDCW 12.26
-0.2400
-1.9200%
Old Bridge Focused Equity Fund - Direct Growth 12.36
-0.2300
-1.8300%
Old Bridge Focused Equity Fund - Direct IDCW 12.36
-0.2300
-1.8300%

Review Date: 21-10-2024

A review of the different performance parameters of the fund is as follows:
  1. Returns: It signifies the growth in the investment's value over a specific period, presented either as a percentage or a monetary figure. Our analysis focused on three return parameters of this fund. The return parameters have been categorized into three performance groups: the top 25%, those below the top 25% but above average, and those below average. Now, let's take a look at 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:
      • 3M 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:
      • 1M Return %
  2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Old Bridge Focused Equity Fund, we have analyzed zero risk parameters and divided them 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: 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 % -4.96
-4.28
-6.58 | -2.22 22 | 29 Average
3M Return % 7.26
3.51
-1.79 | 9.78 3 | 29 Very Good
6M Return % 19.49
15.52
5.27 | 21.75 4 | 29 Very Good
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

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KPIs* Fund Benchmark Cat. Avg Min | Max Rank (In Cat.) Performance
1M Return % -4.85 -4.19 -6.49 | -2.14 22 | 29
3M Return % 7.57 3.82 -1.43 | 10.13 3 | 29
6M Return % 20.12 16.22 6.05 | 22.55 4 | 29
Return data last Updated On : Oct. 21, 2024.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2024
KPIs: Key Performance Indicators

Investment Period Regular Direct
Return % Current Value of ₹ 10000 Return % Current Value of ₹ 10000
1D -1.92 ₹ 9,808.00 -1.83 ₹ 9,817.00
1W -3.08 ₹ 9,692.00 -3.06 ₹ 9,694.00
1M -4.96 ₹ 9,504.00 -4.85 ₹ 9,515.00
3M 7.26 ₹ 10,726.00 7.57 ₹ 10,757.00
6M 19.49 ₹ 11,949.00 20.12 ₹ 12,012.00
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
21-10-2024 12.26 12.36
18-10-2024 12.5 12.59
17-10-2024 12.47 12.57
16-10-2024 12.68 12.78
15-10-2024 12.63 12.73
14-10-2024 12.65 12.75
11-10-2024 12.66 12.76
10-10-2024 12.57 12.67
09-10-2024 12.63 12.72
08-10-2024 12.5 12.59
07-10-2024 12.33 12.42
04-10-2024 12.53 12.63
03-10-2024 12.62 12.71
01-10-2024 12.73 12.83
30-09-2024 12.62 12.72
27-09-2024 12.73 12.82

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.