Old Bridge Focused Fund
Direct–Growth is the plan and option we treat as this fund's main page, so search engines are pointed there. Everything below is this filing's own data.
Fund basics
How it compares in its category
Against the Focused Direct schemes with the highest three-year return. Same category, same plan — the only comparison that means anything. The list re-sorts itself as returns move; it is an ordering by one number, not a view on which fund anyone should hold.
| Scheme | Return | Alpha | Beta | Volatility | Sharpe | Max fall |
|---|---|---|---|---|---|---|
| Invesco India Focused Fund Invesco Mutual Fund | 23.8% | 6.2% | 0.94 | 15.0% | 1.15 | -22.0% |
| ITI Focused Fund ITI Mutual Fund | 20.3% | 7.1% | 1.02 | 15.4% | 0.89 | -18.4% |
| ICICI Prudential Focused Fund ICICI Prudential Mutual Fund | 18.9% | 6.4% | 0.87 | 14.9% | 0.84 | -34.1% |
| SBI FOCUSED FUND SBI Mutual Fund | 17.4% | 3.6% | 0.85 | 13.4% | 0.81 | -32.7% |
| HDFC Focused Fund HDFC Mutual Fund | 17.4% | 4.9% | 0.93 | 16.5% | 0.66 | -45.6% |
| HSBC Focused Fund HSBC Mutual Fund | 17.0% | 2.3% | 1.02 | 15.5% | 0.67 | -21.2% |
| Kotak Focused Fund Kotak Mahindra Mutual Fund | 16.8% | 2.5% | 0.94 | 16.6% | 0.62 | -36.3% |
| Bandhan Focused Fund Bandhan Mutual Fund | 16.0% | 1.4% | 0.92 | 16.1% | 0.59 | -37.5% |
Alpha and beta are against Nifty 500. Max fall is the deepest peak-to-trough drop in each fund's own history, so a longer-running fund has had more chances to record a bad one. Click a column to sort. This is a sort, not a ranking, and nothing here is a recommendation.
What a Focused scheme is
A maximum of 30 stocks, at least 65% in equity.
Concentration by design. Every holding matters, so the fund rises and falls on a handful of decisions — which means the gap between a good and a bad focused fund is far wider than in a diversified one.
Who it suits. Investors who want a manager's highest-conviction ideas and can accept being wrong in a concentrated way.
How long money should stay. 7 years or more.
Questions people ask
What is the NAV of Old Bridge Focused Fund — Direct Plan — Direct - IDCW?
₹14.1700 as on 27 Aug 2026, from AMFI's daily NAV file. NAV is declared once each business day after markets close, so the figure here is the most recent one published.
What is the difference between the Direct and Regular plan of Old Bridge Focused Fund?
They hold the identical portfolio, run by the same manager. A Regular plan pays a distributor commission out of the fund, inside its expense ratio — commonly 0.5% to 1.2% a year more than Direct. That difference is charged on the whole balance, every year, so it compounds: on ₹1,00,000 held ten years a gap of 1.5 percentage points is roughly ₹1.4 lakh of ending value. Direct is the same fund without the commission.
What does the Direct - IDCW option mean?
An IDCW option pays part of the fund's gains out to you, and the NAV falls by exactly what it pays. It is not extra return — it is your own money returned, taxed at your slab rate. That also means a return computed from NAV alone understates an IDCW scheme, which is why no CAGR is shown here for it.
What kind of scheme is this?
A maximum of 30 stocks, at least 65% in equity. Concentration by design. Every holding matters, so the fund rises and falls on a handful of decisions — which means the gap between a good and a bad focused fund is far wider than in a diversified one.
How long should money stay in it?
Typically 7 years or more. Investors who want a manager's highest-conviction ideas and can accept being wrong in a concentrated way.