Old Bridge Focused Fund Direct-Growth
Equity: Focused - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: FocusedBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹13.42-0.52%
14 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of Old Bridge Focused Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 30 Jan, 2025 - 14 Oct, 2026 | - | - | - |
| Average returns | 8.67% | - | - | - |
| Standard deviation | 7.41% | - | - | - |
| Best returns | 25.31% 1 year ending on 11 Aug, 2026 | - | - | - |
| Worst returns | -9.38% 1 year ending on 26 Sep, 2025 | - | - | - |
| Period with positive return | 85.04% | - | - | - |
| Period with return > 5% | 75.06% | - | - | - |
| Period with return > 10% | 44.66% | - | - | - |
| Period with return > 15% | 17.58% | - | - | - |
| Beat % Category | 77.20% | - | - | - |
| Beat % Benchmark | 75.06% | - | - | - |
Trailing Returns
Point-to-point returns of Old Bridge Focused Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
4.6%
-2.0%
-6.9%
YTD
-3.2%
-3.5%
-1.9%
1 M
8.6%
4.2%
0.0%
6 M
11.6%
0.1%
-4.1%
1 Y
11.7%
9.3%
3 Y
9.8%
8.0%
5 Y
13.5%
12.7%
10 Y
Fund
Equity: Focused
BSE 500 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 4.60% | -3.24% | 8.58% | 11.65% | - | - | - | 11.41% |
| Equity: Focused | -2.03% | -3.51% | 4.24% | 0.10% | 11.66% | 9.75% | 13.46% | - |
| BSE 500 Total Return Index | -6.94% | -1.94% | 0.01% | -4.06% | 9.26% | 8.00% | 12.68% | - |
| Rank in category | 5 | 12 | 5 | 2 | - | - | - | - |
| Funds in category | 27 | 27 | 27 | 27 | 25 | 23 | 12 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Old Bridge Focused Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Old Bridge Focused Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of Old Bridge Focused Fund Direct-Growth?
Old Bridge Focused Fund Direct-Growth has delivered a 1-year return of 11.65% as of 14 Oct 2026. During the same period, its benchmark BSE 500 Total Return Index returned -4.06%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Old Bridge Focused Fund Direct-Growth?
The 3-year CAGR for Old Bridge Focused Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Old Bridge Focused Fund Direct-Growth?
The 5-year CAGR for Old Bridge Focused Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of Old Bridge Focused Fund Direct-Growth since inception?
Since its launch on 24 Jan 2024, Old Bridge Focused Fund Direct-Growth has delivered a CAGR of 11.41%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Old Bridge Focused Fund Direct-Growth performed vs its category over the long term?
Category rank for Old Bridge Focused Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Old Bridge Focused Fund Direct-Growth?
The Sharpe ratio of Old Bridge Focused Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Old Bridge Focused Fund Direct-Growth?
The alpha of Old Bridge Focused Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Old Bridge Focused Fund Direct-Growth?
The beta of Old Bridge Focused Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Old Bridge Focused Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Old Bridge Focused Fund Direct-Growth is 8.67% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.