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EquityFocused FundDirect · Growth

Old Bridge Focused Fund - Direct Growth

Old Bridge · Scheme 152358

14.16 0.50%NAV · 2026-08-05
80
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.43%
3 Months+10.71%
6 Months+10.71%
1 Year+22.07%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Launch+14.73%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency50
Risk-adjusted49
Downside protection76
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 1Y return: +22.1%
  • 1Y return vs category: +15.6% vs category avg
  • Alpha vs benchmark: +7.8%
  • Max drawdown: -19%
  • Downside capture: 84% of benchmark falls

What to watch

  • Sharpe ratio: 0.54
  • Sortino ratio: 0.74

Risk metrics

Sharpe ratio
0.54
Sortino ratio
0.74
Volatility
16.41%
Max drawdown
-18.94%
Downside capture
84.30%

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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