CLOSE

Benchmark Investments

Old Bridge Focused Fund-Reg(G)

very highequity
12.59 -0.06(-0.47%) NAV as on 22 Oct 2026
-7.22 % 1 M
5.44 % 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 :

2.10

As on 30 Sep, 2026
Age :

2 yrs 8 m

Since 24 01 ,2024
Exit Load :

1%

AUM :

4,541.99 Crs

Portfolio Price To Book Value :

5.98

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 Sep 30 ,2026
Others 9.08 %
Equity 90.92 %

TOP HOLDINGS

Shriram Finance Ltd.7.18 %
Redington Ltd.6.96 %
Aurobindo Pharma Ltd.5.57 %
Interglobe Aviation Ltd.4.97 %
ITC Ltd.4.86 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs12.66
Automobiles - Passenger Cars7.76
Metal - Non Ferrous7.65
Finance - NBFC7.18
Trading6.96
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
2026-202718.471.29NANA
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 HighEquity12.59-0.06(-0.47%)NAV As on 22 Oct, 202624-Jan-2024Inception Date4,541.99AUM In Cr.5.44%1YNA%3YNA%5Y8.75%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity27.90-0.18(-0.64%)NAV As on 22 Oct, 202629-Sep-2020Inception Date6,228.51AUM In Cr.-1.90%1Y17.58%3Y11.67%5Y18.43%Since Inception
ICICI Pru Focused Fund(G)Very HighEquity89.43-0.37(-0.41%)NAV As on 22 Oct, 202628-May-2009Inception Date17,167.65AUM In Cr.-6.17%1Y14.28%3Y11.98%5Y13.41%Since Inception
SBI Focused Fund-Reg(G)Very HighEquity382.04-5.93(-1.53%)NAV As on 22 Oct, 202611-Oct-2004Inception Date50,180.32AUM In Cr.3.64%1Y13.08%3Y9.17%5Y17.97%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity221.89-0.91(-0.41%)NAV As on 22 Oct, 202617-Sep-2004Inception Date26,552.92AUM In Cr.-7.47%1Y12.84%3Y13.45%5Y15.05%Since Inception
Bandhan Focused Fund-Reg(G)Very HighEquity85.39-0.85(-0.98%)NAV As on 22 Oct, 202616-Mar-2006Inception Date2,086.88AUM In Cr.-4.63%1Y12.45%3Y9.07%5Y10.96%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