investment@revazcapital.com
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Old Bridge Focused Fund - Regular IDCW
Category: Equity: Focused
Launch Date: 24-01-2024
AUM:
₹ 2,293.85 Cr
Expense Ratio
2.05%
Benchmark
BSE 500 TRI
ISIN
INF0S5R01018
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
2500
Fund Manager
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Old Bridge Focused Fund - Regular IDCW | 8.31 | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
12.38
Last change
-0.17 (-1.3732%)
Fund Size (AUM)
₹ 2,293.85 Cr
Performance
11.46% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
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.
Fund Manager
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Shriram Finance Limited | 7.77 |
| Cash and Other Current Asset | 7.68 |
| HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- | 7.06 |
| MARUTI SUZUKI INDIA LIMITED EQ | 5.42 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 5.4 |
| REDINGTON LIMITED EQ NEW F.V. RS.2/- | 4.97 |
| UPL LIMITED EQ NEW FV RS.2/- | 4.91 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.87 |
| PRESTIGE ESTATES PROJECTS LIMITED EQ | 4.43 |
| TATA STEEL LIMITED EQ NEW FV RE.1/- | 4.0 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 15.16 |
| Healthcare | 12.93 |
| Services | 11.64 |
| Metals & Mining | 11.4 |
| Information Technology | 8.63 |
| Automobile and Auto Components | 8.47 |
| Fast Moving Consumer Goods | 6.52 |
| Chemicals | 4.91 |
| Telecommunication | 4.87 |
| Realty | 4.43 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Old Bridge Focused Fund Reg IDCW | 0.0 |
| ICICI Pru Focused Equity Gr | 20.57 |
| SBI FOCUSED FUND Reg PLAN Gr | 16.1 |
| Kotak Focused Fund Reg Gr | 15.95 |
| HDFC Focused Fund GR | 23.27 |
| ABSL Focused Gr | 14.56 |
| ITI Focused Fund Reg Gr | 0.0 |
| Nippon India Focused Fund Gr Plan Gr | 16.22 |
| Old Bridge Focused Fund Reg Gr | 0.0 |
| DSP Focused Fund Reg Gr | 13.8 |
