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Old Bridge Focused Fund - Direct IDCW
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 74/100 · Good
How this score is calculated
- Star rating (35%)4/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.06%
- AUM (15%)₹3,995 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Old Bridge Mutual Fund · Equity · Flexi Cap
₹13.87
AUM: ₹3,994 Cr
NAV updated 16 days ago
Plan
Direct
Option
Idcw
Risk
High
Expense Ratio
1.06%
Exit Load
Exit load of 1%, if redeemed within 365 days.
Fund Manager
Kenneth Andrade
Inception
Jan 2024
Benchmark
BSE 500 Total Return Index
Sharpe Ratio
0.84
Std Dev (1Y)
15.48%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-3.41%
3m
+9.73%
6m
+13.78%
1y
+16.75%
3y
—
5y
—
10y
—
since inception
+13.21%
TopFund's Take on Old Bridge Focused Fund - Direct IDCW
Old Bridge Focused Fund - Direct IDCW holds up reasonably well within the Flexi Cap category, backed by a 4-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 74/100.
Cost: At 1.06%, the expense ratio runs 25% above the Flexi Cap category average of 0.85%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a moderate Sharpe ratio of 0.84 — decent risk-adjusted performance, without being exceptional. Separately, annualised volatility of 15.48% is fairly typical for Flexi Cap funds.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Old Bridge Focused Fund - Direct IDCW
The current NAV (Net Asset Value) of Old Bridge Focused Fund - Direct IDCW is ₹13.87. NAV is updated every business day after market close by AMFI.
1Y: 16.75%
The expense ratio of Old Bridge Focused Fund - Direct IDCW is 1.06% per annum. This is the annual fee charged by the fund to manage your investment.
Old Bridge Focused Fund - Direct IDCW is managed by Kenneth Andrade at Old Bridge Mutual Fund.
Old Bridge Focused Fund - Direct IDCW is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Old Bridge Focused Fund - Direct IDCW is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Old Bridge Focused Fund - Direct IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Old Bridge Focused Fund - Direct IDCW is ₹3,995 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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