Old Bridge Mutual Fund
Focused · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Old Bridge Focused Fund is a Focused fund from Old Bridge Mutual Fund, with NAVs going back to January 2024. This page covers its direct plan, growth option. It manages ₹4,545 crore, the 11th largest of 28 Focused funds. Its expense ratio is 1.11% a year, higher than the median of 1.09% for Focused funds.
Over the last year it returned 5.27%, 2nd of 28 Focused funds (median -4.95%). It is 13.46 percentage points a year ahead of its benchmark, the BSE 500 TRI, over the last year, on AMFI's figures. Its biggest fall from a peak since January 2024 was 18.9%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+5.27%
Since launch (25 Jan 2024)
+9.89%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | +5.64% | -7.82% | +13.46 pts |
| Since launch | +10.29% | +5.22% | +5.07 pts |
Measured from this fund's own daily NAVs over the last 2.8 years.
Volatility (annualised)
16.2%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-18.9%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 25 Jan 2024.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Old Bridge Mutual Fund's website before you invest.
Funds next to Old Bridge Focused Fund, in the same category, ranked by fund size.
Canara Robeco Mutual Fund
Focused
+12.6% 3Y CAGR
Old Bridge Focused Fund - Direct Growth
Research-only · No transactions