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Old Bridge Focused Fund - Direct Growth

Old Bridge Focused · International
High
₹13.62
Current NAV
04 Nov 2026
11.0%
1Y Return
13.0%
3Y CAGR
18.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.5%.
  • Very large asset base (AUM: ₹10,950 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.90
Sharpe Ratio
0.80
Beta
-0.60
Alpha
1.08
Sortino
Fund Details
Fund House Old Bridge Focused
Category International
AUM ₹10950 Cr
Expense Ratio 0.50%
Min SIP ₹500
Min Lumpsum ₹1000
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