Old Bridge Focused Equity Fund

Review Date: 17-01-2025

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%: The Old Bridge Focused Equity Fund has one return parameter in the top 25% in the category, as shown below:
      
      • 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: Old Bridge Focused Equity Fund has two return parameters that are below average in the category, which are listed below:
      
      • 1M Return %
      • 3M Return %
2. Risk: It is defined as the prospect of not attaining expected yields or enduring financial setbacks due to numerous causes. 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: 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.

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Date	Old Bridge Focused Equity Fund NAV Regular Growth	Old Bridge Focused Equity Fund NAV Direct Growth
17-01-2025	11.2	11.31
16-01-2025	11.21	11.32
15-01-2025	11.09	11.2
14-01-2025	11.07	11.18
13-01-2025	10.98	11.09
10-01-2025	11.27	11.39
09-01-2025	11.43	11.55
08-01-2025	11.53	11.65
07-01-2025	11.64	11.76
06-01-2025	11.52	11.64
03-01-2025	11.78	11.9
02-01-2025	11.82	11.94
01-01-2025	11.75	11.86
31-12-2024	11.7	11.82
30-12-2024	11.58	11.7
27-12-2024	11.72	11.84
26-12-2024	11.76	11.87
24-12-2024	11.73	11.84
23-12-2024	11.67	11.78
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