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Benchmark Investments

Old Bridge Focused Fund-Reg(G)

very highequity
12.23 0.04(0.33%) NAV as on 05 Dec 2025
1.58 % 1 M
1.16 % 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 :

2.06

As on 31 Oct, 2025
Age :

1 yrs 10 m

Since 24 01 ,2024
Exit Load :

1%

AUM :

2,192.40 Crs

Portfolio Price To Book Value :

5.67

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 Oct 31 ,2025
Others 7.47 %
Equity 92.53 %

TOP HOLDINGS

Shriram Finance Ltd.7.13 %
Maruti Suzuki India Ltd.5.75 %
HCL Technologies Ltd.5.46 %
Bharti Airtel Ltd.4.97 %
UPL Ltd.4.86 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs12.24
IT - Software8.57
Metal - Non Ferrous7.82
Finance - NBFC7.13
Automobiles - Passenger Cars5.75
See All Sectors

5-YEARS HISTORY

Financial Year2023-20242024-2025
NAV in Rs (as on 31-Mar-2025)9.9111.20
Net Assets(Rs Crores) (as on 31-Mar-2025) 223.43 1329.43
Scheme Returns(%)(Absolute)-0.9010.56
B'mark Returns(%)(Absolute)NANA
Category Rank28/286/28

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

Financial Year Q1 Q2 Q3 Q4
2025-20269.11-5.48NANA
2024-202513.0212.68-7.29-4.27

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Old Bridge Focused Fund-Reg(G)Very HighEquity12.230.04(0.33%)NAV As on 05 Dec, 202524-Jan-2024Inception Date2,192.40AUM In Cr.1.16%1YNA%3YNA%5Y11.39%Since Inception
ICICI Pru Focused Equity Fund(G)Very HighEquity97.680.23(0.24%)NAV As on 05 Dec, 202528-May-2009Inception Date13,470.73AUM In Cr.11.29%1Y21.90%3Y22.90%5Y14.78%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity27.27-0.02(-0.07%)NAV As on 05 Dec, 202529-Sep-2020Inception Date4,453.93AUM In Cr.-6.55%1Y20.39%3Y19.76%5Y21.34%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity239.831.00(0.42%)NAV As on 05 Dec, 202517-Sep-2004Inception Date25,140.43AUM In Cr.8.36%1Y20.30%3Y25.76%5Y16.14%Since Inception
DSP Focused Fund-Reg(G)Very HighEquity56.540.20(0.35%)NAV As on 05 Dec, 202510-Jun-2010Inception Date2,637.79AUM In Cr.4.39%1Y18.06%3Y16.04%5Y11.83%Since Inception
Bandhan Focused Fund-Reg(G)Very HighEquity88.990.19(0.21%)NAV As on 05 Dec, 202516-Mar-2006Inception Date2,086.32AUM In Cr.-2.31%1Y18.00%3Y15.45%5Y11.71%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.

For any grievances, investors can contact at: hello@benchmarkinvestments.in,  Tel: +91-755-4938282 / +91-9826310337.
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