Old Bridge Focused Fund - Regular Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Strong capital defense: downside capture of 71% limits losses during market corrections.
- Generated +10.8% annualized alpha (excess return) over its benchmark.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.31% | +7.77% | -2.46% |
| 3 Months | -2.15% | +0.86% | -3.01% |
| 6 Months | +7.63% | +7.95% | -0.32% |
| 1 Year | +12.13% | +3.65% | +8.48% |
| Since Inception | +11.82% | - | - |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +8.83% | +3.13% | +5.70% |
| 2025 | +7.44% | +2.93% | +4.51% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -9.82% | +7.46% | +8.45% | +23.76% | 84.2% | 73.8% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-23 | 2025-02-28 | -19.3% | 5 months | 16 months |
| 2026-08-10 | 2026-10-23 | -11.6% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments * | 80%- 100%; Debt and Money market instruments: 0%- 20%; Units issued by InvITs: 0%- 10%; * Subject to overall limit of 30 stocks. |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 4,910 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Focused schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Focused Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS Focused Fund | 1.6 | +8.49% | 2.96% | 128.3% | Rs 561 cr | Compare → |
| Tata Focused Fund | 2.9 | +8.74% | 2.27% | 94.5% | Rs 1,733 cr | Compare → |
| LIC MF Focused Fund | 2.2 | +9.33% | 3.38% | 100.5% | Rs 175 cr | Compare → |
| Mirae Asset Focused Fund | 3.3 | +9.44% | 2.14% | 94.9% | Rs 6,780 cr | Compare → |
| JM Focused Fund | 2.2 | +11.02% | 2.85% | 114.6% | Rs 285 cr | Compare → |
Frequently Asked Questions about Old Bridge Focused Fund
What is the expense ratio of Old Bridge Focused Fund?
Old Bridge Focused Fund has a total expense ratio (TER) of 2.09% with a base expense ratio of 1.61%, compared to the Focused category median of 2.24%.
Who manages Old Bridge Focused Fund?
Old Bridge Focused Fund is managed by Kenneth Joseph Andrade.
What are the historical returns of Old Bridge Focused Fund?
Old Bridge Focused Fund has a 1-year return of +12.13%.
How large is Old Bridge Focused Fund?
Old Bridge Focused Fund manages assets of Rs 4,910 cr, placing it in the 'comfortable' size band relative to Focused peers.
How is Old Bridge Focused Fund scored on MFIQ?
Old Bridge Focused Fund holds an MFIQ Score of 7.9/10 (Good), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Old Bridge Focused Fund?
Old Bridge Focused Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.40% with a maximum historical drawdown of -19.30%.