āagmanLoginOld Bridge Focused Fund
₹12.96
−₹0.06 (−0.46%)
NAV · 22 Oct 2026
AUM
₹2,333 Cr
Expense ratio
0.97%
āagman read
Computed by āagmanWorst fall
−13.0%
max drawdown
Largest NAV fall over the trailing year
Sharpe (1Y)
0.95
Risk-adjusted return
Volatility (1Y)
16.3%
Standard deviation of daily returns, trailing year
Category rank (1Y)
12 / 171
Within the sub-category by one-year return
Strengths
+Sharpe −0.30 vs the category average −0.37
+Top third of the sub-category over 1 year (12 of 171)
Watch-outs
Returns
| 1M | 3M | 6M | 1Y | 3Y | 5Y | Since inception | |
|---|---|---|---|---|---|---|---|
| This fund | +5.4% | +10.4% | +11.9% | +21.5% | — | — | +11.3% |
| Benchmark | — | — | — | — | — | — | — |
| Category average | — | — | — | — | — | — | — |
| Rank in category | — | — | — | 12 / 171 | — | — | — |
If you had started a SIP
The SIP figures need the daily NAV history, which this page does not load yet.
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Portfolio
Asset allocation
Equity 83.3%Debt 47.8%Other 0.0%
| Holding | Sector | % of assets | vs last month | |
|---|---|---|---|---|
| Shriram Finance | — | 7.80% | — | |
| Aurobindo Pharma | — | 6.63% | — | |
| AXIS BANK LIMITED | — | 4.53% | — | |
| TATA STEEL LIMITED | — | 4.47% | — | |
| Hindustan Zinc | — | 4.22% | — | |
| GRANULES INDIA LIMITED | — | 4.21% | — | |
| Maruti Suzuki India | — | 4.11% | — | |
| BHARTI AIRTEL LIMITED | — | 4.05% | — | |
| REDINGTON LIMITED | — | 3.93% | — | |
| ALIVUS LIFE SCIENCES LTD | — | 3.91% | — |
Sector allocation
Risk measures
Standard deviation
14.3
Category —
Sharpe ratio
−0.30
Category −0.37 · fund higher
Sortino ratio
−0.40
Category —
R-squared
86.80
Category —
Information ratio
0.60
Category —
Max drawdown (1Y)
−13.0
Category —
Peer comparison
| Fund | AUM ₹ Cr | Expense | 1Y | 3Y | |
|---|---|---|---|---|---|
| SBI FOCUSED FUND | 43,311 | 0.73% | — | — | |
| HDFC Focused Fund | 24,170 | 0.65% | +2.5% | +19.6% | |
| ICICI Prudential Focused Fund | 14,571 | 0.59% | +5.8% | +21.8% | |
| Franklin India Focused Equity Fund | 10,716 | 1.02% | −0.7% | +14.5% | |
| Axis Focused Fund | 9,967 | 0.84% | −1.5% | +11.4% | |
| Nippon India Focused Fund | 7,512 | 1.13% | +5.2% | +15.3% | |
| Aditya Birla Sun Life Focused Fund | 7,132 | 0.88% | +5.1% | +17.0% | |
| Mirae Asset Focused Fund | 6,050 | 0.63% | −3.0% | +9.4% | |
| 360 ONE Focused Fund | 6,047 | 0.80% | +2.6% | +14.8% | |
| Invesco India Focused Fund | 4,917 | 0.48% | −8.0% | +20.5% | |
| Median of 27 funds | 2,214 | 0.73% | +3.6% | +15.3% |
Fund details
Fund managers
Scheme
Fund houseOld Bridge Mutual Fund
PlanDirect Plan · Direct Growth
Benchmark—
Scheme typeOpen Ended
Launch—
Documents
NAVs from AMFI; portfolio, costs and risk ratios from a third-party fund data provider. Mutual fund investments are subject to market risks.© 2026 āagman