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Benchmark Investments

Old Bridge Focused Fund-Reg(G)

very highequity
13.87 0.10(0.73%) NAV as on 20 Aug 2026
6.04 % 1 M
19.78 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark

  • 1W
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y

SCHEME DETAILS

Expenses Ratio :

2.17

As on 30 Jun, 2026
Age :

2 yrs 6 m

Since 24 01 ,2024
Exit Load :

1%

AUM :

3,994.77 Crs

Portfolio Price To Book Value :

5.78

Investing Style :

Large Growth

Min. Investment :

SIP 2500 & Lumpsum 5000

Category :

focused fund

Fund Manager :

Tarang Agrawal,Kenneth Andrade

Launch Date :

24-Jan-24

Scheme Benchmark :

NA

FUND OBJECTIVE

To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

LATEST ASSET & PORTFOLIO ALLOCATION

as on Jul 31 ,2026
Others 8.27 %
Equity 91.73 %

TOP HOLDINGS

Shriram Finance Ltd.7.60 %
Redington Ltd.6.26 %
Aurobindo Pharma Ltd.5.99 %
Maruti Suzuki India Ltd.5.87 %
Bharti Airtel Ltd.5.78 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs12.94
Automobiles - Passenger Cars10.53
Finance - NBFC7.60
Metal - Non Ferrous7.52
Trading6.26
See All Sectors

5-YEARS HISTORY

Financial Year2023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.9111.2011.10
Net Assets(Rs Crores) (as on 31-Mar-2026) 223.43 1329.43 2332.95
Scheme Returns(%)(Absolute)-0.9010.560.63
B'mark Returns(%)(Absolute)NANANA
Category Rank28/286/288/28

Quarterly Performance - Last 5 Years (Absolute Ret. In %)

Financial Year Q1 Q2 Q3 Q4
2026-202718.47NANANA
2025-20269.11-5.488.83-11.69
2024-202513.0212.68-7.29-4.27

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Old Bridge Focused Fund-Reg(G)Very HighEquity13.870.10(0.73%)NAV As on 20 Aug, 202624-Jan-2024Inception Date3,994.77AUM In Cr.19.78%1YNA%3YNA%5Y13.56%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity29.960.36(1.22%)NAV As on 20 Aug, 202629-Sep-2020Inception Date6,065.16AUM In Cr.4.68%1Y22.13%3Y15.68%5Y20.47%Since Inception
ITI Focused Fund-Reg(G)Very HighEquity16.690.13(0.78%)NAV As on 20 Aug, 202619-Jun-2023Inception Date612.21AUM In Cr.9.81%1Y18.54%3YNA%5Y17.52%Since Inception
ICICI Pru Focused Equity Fund(G)Very HighEquity96.190.76(0.80%)NAV As on 20 Aug, 202628-May-2009Inception Date17,763.54AUM In Cr.3.27%1Y17.64%3Y16.00%5Y14.03%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity235.591.21(0.52%)NAV As on 20 Aug, 202617-Sep-2004Inception Date27,924.78AUM In Cr.1.16%1Y16.19%3Y18.72%5Y15.49%Since Inception
SBI Focused Fund-Reg(G)Very HighEquity399.44-1.78(-0.44%)NAV As on 20 Aug, 202611-Oct-2004Inception Date50,040.77AUM In Cr.13.22%1Y16.19%3Y12.60%5Y18.37%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
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Mutual fund and other investments are always subject to market risks. Please read all, Scheme Information Documents (SID), Key Information Memorandum (KIM), Addendums(if any) issued there to from time to time and any other related documents or information carefully before investing. Past performance is not indicative or assurance of future performance or returns. Please consider your specific investment requirements before choosing a fund.

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