Sharpe ratio
0.45Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
+12.27%1Y Absolute Return
-0.84%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Old Bridge Focused Fund - Direct GrowthFund 1Y annualised return · 5Y history unavailable | ₹9,91,443 | ₹7,32,612 | ₹2,58,831 | +12.27% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.13
₹1 Lakh since launch₹1.13 Lakh
Fund age2.8 yrs
Fund information
Scheme code152358
ISININF0S5R01042
BenchmarkBSE 500 TRI
CategoryEquity Scheme - Focused Fund
Expense ratio1.06%
Exit loadExit load of 1%, if redeemed within 365 days.
Minimum SIP₹2,500 SIP
Return comparison
10th / 114 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +82.54% | — | — |
| 3M | -2.80% | — | — |
| 6M | +20.48% | — | — |
| 1Y | +12.27% | — | +2.11% |
| Since Launch | +13.01% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.64Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
16.45%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.69How well the fund rewarded investors relative to its biggest decline.
Good
Good return relative to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 26 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Repo | Unspecified | Repo | 8.53% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 7.6% |
| Redington Ltd | Technology | Equity | 6.26% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 5.99% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 5.87% |
| Bharti Airtel Ltd | Technology | Equity | 5.78% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 4.71% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 4.66% |
| Ramkrishna Forgings Ltd | Materials | Equity | 4.58% |
| Interglobe Aviation Ltd | Industrials | Equity | 4.41% |
Fund management
TA
Tarang Agrawal
Since 2024 · Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Mr. Agrawal has done B.Com and CFA
KE
Kenneth Andrade
Since 2024 · He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
Mr. Andrade is a B.Com (H) from Mumbai University.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - focused fund. Losses and swings stayed contained — worst fall -18.9%, volatility 16.4%.
Strengths
- Losses and swings stayed contained — worst fall -18.9%, volatility 16.4%.
- Ranks 10 of 114 in its category over 1 year.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 16.4% volatility.
Risk drivers
- None