EquityFocused FundDirect · Growth
Old Bridge Focused Fund - Direct Growth
Old Bridge · Scheme 152358
₹14.19▼ 0.35%NAV · 2026-09-18
Strong FundScore
AUM
₹3,995 cr
Expense ratio
1.08%
3Y CAGR
—
Risk level
High
Min SIP
₹2,500
Benchmark
Nifty 500 TRI
Fund manager: Kenneth AndradeExit load: Exit load of 1%, if redeemed within 365 days.
Strong · 78/100
A high-quality fund that scores well on the factors that matter.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 19%.
- ✓1Y return: +21.5%
- ✓Alpha vs benchmark: +8.4%
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •Sharpe ratio: 0.54
- •Sortino ratio: 0.73
FundScore breakdown
78/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Average
Downside protection
Strong
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.