Equity
●
Focused
Current NAV
₹11.67
Expense Ratio
2.23%
Min SIP
₹2.50K
Fund Size
₹1941Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 365D, Nil after 365D
Alpha
-0.04%
Beta
1.21
Sharpe Ratio
0.087781
Risk
NA
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(-7.31)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Tarang Agrawal
Old Bridge Focused FundTotal assets under management
₹97.61k Crores
Date of incorporation
8 Dec 2022
Ans.
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Ans. The Old Bridge Focused Fund has an AUM of ₹1941.09 Cr as on 9/9/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 15.11%. The risk is Very High against the category average of 52.51.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Old Bridge Focused Fund.
Ans. The expense ratio of Old Bridge Focused Fund is 2.23%.