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Old Bridge Focused Reg IDCW-P

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Scheme Information

Old Bridge Focused Reg IDCW-P

as of 06 Apr 2026, 04:06 AM

Scheme Asset Size₹2461.24 Cr

Expense Ratio2.02%

Cash Holding13.8895%

Fund TypeOpen-End

PlanDividend

BenchmarkBSE 500 TR INR

Launch Date2024-01-25

Exit LoadExit load of 1.00% for investments if redeemed within 365 Days

SIP Calculator

Return Rate (p.a)

12%

Monthly Investment

₹5,000

₹500₹10,00,000

Tenure (Years)

10 Years

1 Year40 Years

Invested Amount

Estimated Return

Invested Amount

₹6,00,000

Est. Return

₹5,61,695

Total Value

₹11,61,695

Invested Amount

Estimated Return

Invest Now

Scheme Ratings

rated by Value Research

Scheme Riskometer

Your principal will be at Very High Risk

Investment Returns

Absolute Returns

CAGR

In the last 1 months -7.33%

In the last 3 months -9.97%

In the last 6 months -2.15%

In the last 1 Years 3.17%

In the last 3 Years 0.00%

In the last 5 Years 0.00%

Company Holdings

Company Name	Sector	Instrument	Assets
Shriram Finance Ltd	Financial Services	E	9.15%
Aurobindo Pharma Ltd	Healthcare	E	5.88%
Redington Ltd	Technology	E	5.23%
Axis Bank Ltd	Financial Services	E	5.12%
Maruti Suzuki India Ltd	Consumer Cyclical	E	4.70%
Tata Steel Ltd	Basic Materials	E	4.69%
Hindustan Zinc Ltd	Basic Materials	E	4.50%
InterGlobe Aviation Ltd	Industrials	E	4.06%
Bharti Airtel Ltd	Communication Services	E	4.05%
UPL Ltd	Basic Materials	E	3.83%
Granules India Ltd	Healthcare	E	3.74%
Hindalco Industries Ltd	Basic Materials	E	3.72%
Alivus Life Sciences Ltd	Healthcare	E	3.47%
Ramkrishna Forgings Ltd	Industrials	E	3.43%
Prestige Estates Projects Ltd	Real Estate	E	3.41%
Great Eastern Shipping Co Ltd	Industrials	E	3.08%
Indian Energy Exchange Ltd	Financial Services	E	2.91%
Radico Khaitan Ltd	Consumer Defensive	E	2.72%
Tata Motors Passenger Vehicles Ltd	Consumer Cyclical	E	2.53%
Kaveri Seed Co Ltd	Basic Materials	E	2.15%
United Foodbrands Ltd	Consumer Cyclical	E	1.30%
Antony Waste Handling Cell Ltd Ordinary Shares	Industrials	E	1.28%
Medi Assist Healthcare Services Ltd	Healthcare	E	1.15%
Triparty Repo	-	CR	13.84%
Net Receivables / (Payables)	-	C	0.05%
HCL Technologies Ltd	-	E	-

Sector Holding Analysis

Equity / Debt / Cash Split

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Equity

86.11%

Cash

13.89%

Equity sector allocation

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Basic Materials

18.9%

Communication Services

4.05%

Consumer Cyclical

8.53%

Consumer Defensive

2.72%

Financial Services

17.17%

Healthcare

14.25%

Industrials

11.85%

Real Estate

3.41%

Technology

5.23%

Others

13.89%

Fund House Contact Details

Websitehttps://www.oldbridgemf.com/

Phone+91 22 69459999

Old Bridge Asset Management Private Limited

Asset Management Company

Funds in this Category

Mirae Asset NYSE FANG+ ETF FoF Reg Gr

Equity

Min. Investment

₹5000

Category Returns

30.81%

48.34%

3Y Returns

+48.34%

DSP Wld Gld Mng Ovrs Eq Omni FoF Gr

Equity

Min. Investment

₹100

Category Returns

30.81%

48.34%

3Y Returns

+45.98%

DSP Wld Gld Mng Ovrs Eq Omni FoF IDCW-R

Equity

Min. Investment

₹100

Category Returns

30.81%

48.34%

3Y Returns

+45.89%

About Old Bridge Focused Reg IDCW-P

Investment Objective of the Scheme

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). There is no assurance or guarantee that the objectives of the scheme will be realized.

Key Features of The Fund

5-year return

Fund Manager

Tarang Agrawal

Risk Profile

Very High Risk

Expense Ratio

2.02%

Fund Size

₹2461.24 Cr