Old Bridge Focused Equity Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Old Bridge Focused Equity Fund - Regular Plan - Growth is ₹10.48.
It is better to invest in a fund with a longer track record as Old Bridge Focused Equity Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark S&P BSE 500 - TRI, as the Funds portfolio is similar to its benchmark.
Old Bridge Focused Equity Fund - Regular Plan - Growth fund’s expense ratio is 2.49%
The process for redemption is
The AUM of Old Bridge Focused Equity Fund - Regular Plan - Growth is currently ₹223 Crores.
The Top three stocks are Aurobindo Pharma, Interglobe Aviation and Radico Khaitan and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 23% and 44% of fund’s portfolio respectively.
Top three sectors of Old Bridge Focused Equity Fund - Regular Plan - Growth fund are Miscellaneous, Construction & Infrastructure and Healthcare accounting for 62% of the total portfolio.
Since this is a Equity - Focused Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Old Bridge Focused Equity Fund - Regular Plan - Growth Fund is Equity - Focused Fund.
Tarang Agrawal and Kenneth Andrade manage the Old Bridge Focused Equity Fund - Regular Plan - Growth Fund.
Old Bridge Focused Equity Fund - Regular Plan - Growth current PE ratio is 27.95 and PB ratio is 4.44
The asset allocation of Old Bridge Focused Equity Fund - Regular Plan - Growth is Stocks : 82.30%, Debt : 17.67% and Gold : 0%
The minimum SIP amount for Old Bridge Focused Equity Fund - Regular Plan - Growth is ₹2500.00 and minimum lumpsum is ₹5000.00
The exit load for Old Bridge Focused Equity Fund - Regular Plan - Growth is 1% on or before 365 days, Nil after 365 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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