Old Bridge Focused Fund
Old Bridge Focused Fund is a focused fund of Old Bridge Asset Management Private Limited with ₹4,557 cr under management. It is ahead of its benchmark (BSE 500 TRI) in 1 of 1 periods. Its direct plan charges 1.11% a year.
Has Old Bridge Focused Fund beaten its benchmark?
Ahead of its benchmark, BSE 500 TRI, in 1 of 1 periods in AMFI's figures; +11.49% over the last year against −4.65%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −2.74% | −3.60% | — |
| 3 months | 0.00% | −5.03% | — |
| 6 months | +9.14% | −1.83% | — |
| 1 year | +11.49% | −4.06% | +15.55 pts |
| 3 years | — | +9.27% | — |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 25 Jan 2024 | +11.61% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +11.49% | +10.35% | −4.65% | +16.14 | 🔒 |
| 3y | — | — | — | — | — |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Jan 2024 to 13 Oct 2026₹100 put in at the start of Jan 2024 would be ₹134 on 13 Oct 2026, against ₹114 in the Nifty 500 TRI.
What does Old Bridge Focused Fund cost?
1.11% a year on the direct plan, 2.00% on the regular plan; 15 of 28 funds in its category charge less.
Who manages Old Bridge Focused Fund?
What does Old Bridge Focused Fund hold?
26 holdings as of 30 Sep 2026; the ten largest are 50.9% of the fund, the largest Shriram Finance Limited at 7.2%.
Mix
Holdings as of 30 Sep 2026Five largest industries
% of fundBy company size
% of equity · SEBI size listsHow does Old Bridge Focused Fund score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is Old Bridge Focused Fund run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of Old Bridge Focused Fund?
1.11% a year on the direct plan and 2.00% on the regular plan (expense report, Oct 2026).
See Old Bridge Focused Fund beside your own funds in Valarth
