CLOSE

Benchmark Investments

Old Bridge Focused Fund-Reg(G)

very highequity
13.13 0.02(0.15%) NAV as on 25 Jun 2026
3.06 % 1 M
8.51 % 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 :

2.02

As on 31 Mar, 2026
Age :

2 yrs 5 m

Since 24 01 ,2024
Exit Load :

1%

AUM :

3,314.83 Crs

Portfolio Price To Book Value :

5.06

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 May 31 ,2026
Others 11.47 %
Equity 88.53 %

TOP HOLDINGS

Shriram Finance Ltd.6.52 %
Aurobindo Pharma Ltd.6.10 %
Maruti Suzuki India Ltd.5.29 %
Bharti Airtel Ltd.4.99 %
Redington Ltd.4.08 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs13.66
Automobiles - Passenger Cars9.18
Metal - Non Ferrous7.44
Finance - NBFC6.52
Telecommunication - Service Provider4.99
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
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 HighEquity13.130.02(0.15%)NAV As on 25 Jun, 202624-Jan-2024Inception Date3,314.83AUM In Cr.8.51%1YNA%3YNA%5Y11.91%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity28.020.12(0.43%)NAV As on 25 Jun, 202629-Sep-2020Inception Date5,272.68AUM In Cr.-1.20%1Y22.01%3Y15.58%5Y19.66%Since Inception
ICICI Pru Focused Equity Fund(G)Very HighEquity93.490.19(0.20%)NAV As on 25 Jun, 202628-May-2009Inception Date16,147.16AUM In Cr.1.86%1Y19.04%3Y16.39%5Y13.98%Since Inception
ITI Focused Fund-Reg(G)Very HighEquity16.20-0.07(-0.43%)NAV As on 25 Jun, 202619-Jun-2023Inception Date579.50AUM In Cr.6.02%1Y17.69%3YNA%5Y17.32%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity230.460.41(0.18%)NAV As on 25 Jun, 202617-Sep-2004Inception Date26,082.42AUM In Cr.0.39%1Y17.38%3Y18.68%5Y15.49%Since Inception
Mahindra Manulife Focused Fund-Reg(G)Very HighEquity26.95-0.03(-0.12%)NAV As on 25 Jun, 202617-Nov-2020Inception Date2,176.76AUM In Cr.1.11%1Y17.06%3Y14.78%5Y19.35%Since Inception

BENCHMARK INVESTMENTS

Benchmark Investments, 6 Sector II Shanti Niketan, Govindpura Bhopal, Bhopal-462023, India. +91-755-4938282/+91-9826310337 hello@benchmarkinvestments.in.
Downloads
Quick Links
Useful Links

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.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
©  Copyrights 2022 , Benchmark Investments | All Rights Reserved |  Designed, Developed & Content Powered by Accord Fintech Pvt Ltd