Primarily market-linked growth exposure
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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equity and Equity Related Instruments *: 65%- 100%: High; Debt Securities (including securitised debt) and money market instruments: 0%- 35% : Low to Medium; Units issued by REITs and InvITs: 0%- 10%: Medium to High; Non-convertible preference shares: 0%- 10%: Low to Medium; * Subject to overall limit of 30 stocks.The Scheme may invest in the schemes of Mutual Funds in accordance with the applicable extant SEBI (Mutual Funds) Regulations as amended from time to time.
- SEBI category
- Focused Fund
- Fund type
- An Open-ended Equity Scheme investing in maximum 30 stocks (multi cap)
- Primary benchmark
- BSE 500 TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. Kenneth Joseph Andrade · Mr. Tarang Agrawal
- Manager tenure on this scheme
- Mr. Kenneth Joseph Andrade — since Since Inception · Mr. Tarang Agrawal — since Since Inception
- Role / co-management
- Mr. Kenneth Joseph Andrade — Primary · Mr. Tarang Agrawal — Primary
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Old Bridge Focused Fund - Direct Plan - Direct - IDCW | ₹13.9700 | 04 Sep 2026 |
| Old Bridge Focused Fund - Direct Plan - Direct Growth | ₹13.9700 | 04 Sep 2026 |
| Old Bridge Focused Fund - Regular Plan - Regular Growth | ₹13.5900 | 04 Sep 2026 |
| Old Bridge Focused Fund - Regular Plan - Regular IDCW | ₹13.5900 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 2.11%, Direct 1.06%
- Exit load
- If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment – Nil
- Minimum application
- Rs. 5000/- · multiples of Re. 1/-
- SIP frequency
- SIP - Daily,Weekly, Fortnightly, Monthly(Default Frequency), Quarterly,Half Yearly, Yearly SWP - Monthly, Quarterly, Half Yearly, Yearly STP - Daily, Weekly, Fortnightly, Monthly, Quarterly
- Minimum SIP amount
- SIP - Rs. 2500/-, SWP - Rs. 1000, STP - For Quarterly - Rs. 3000/-, Other Frequency - Rs. 1000/-
- Minimum instalments
- SIP - 6, SWP - Monthly - 6, Quarterly & Half-yearly - 4, Yearly - 2, STP - Quarterly - 2, Other Frequency - 6
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.