mutual funds old bridge focused fund directgrowth

performance

Old Bridge Focused Fund Direct-Growth

Equity: Focused - Growth (Open ended)

Old Bridge Focused Fund Direct-GrowthNAV: 13.94 as on 06 Sep, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Equity: FocusedBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →

NAV: ₹13.94-0.21%

07 Sept 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 - 07 Sep, 2026	-	-	-
Average returns	8.25%	-	-	-
Standard deviation	7.42%	-	-	-
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	84.09%	-	-	-
Period with return > 5%	73.48%	-	-	-
Period with return > 10%	41.16%	-	-	-
Period with return > 15%	15.40%	-	-	-
Beat % Category	75.76%	-	-	-
Beat % Benchmark	73.48%	-	-	-

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.

10%

15%

8.7%

2.3%

-2.2%

YTD

-2.9%

-1.2%

-2.3%

1 M

14.3%

8.0%

3.7%

6 M

19.4%

6.2%

2.1%

1 Y

13.4%

11.1%

3 Y

12.0%

10.5%

5 Y

13.8%

13.0%

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	8.65%	-2.92%	14.26%	19.44%	-	-	-	13.51%
Equity: Focused	2.33%	-1.16%	8.04%	6.16%	13.37%	12.00%	13.79%	-
BSE 500 Total Return Index	-2.24%	-2.30%	3.67%	2.13%	11.08%	10.50%	12.99%	-
Rank in category	5	25	4	2	-	-	-	-
Funds in category	28	28	28	28	26	24	13	-

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.

Returns

Percentile rank

Annual

Quarterly

Monthly

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.

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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 19.44% as of 6 Sep 2026. During the same period, its benchmark BSE 500 Total Return Index returned 2.13%. 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 13.51%. 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 8.25% 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.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

30 Jan, 2025 - 07 Sep, 2026

Average returns

8.25%

Standard deviation

7.42%

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

84.09%

Period with return > 5%

73.48%

Period with return > 10%

41.16%

Period with return > 15%

15.40%

Beat % Category

75.76%

Beat % Benchmark

73.48%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

8.65%

-2.92%

14.26%

19.44%

13.51%

Equity: Focused

2.33%

-1.16%

8.04%

6.16%

13.37%

12.00%

13.79%

BSE 500 Total Return Index

-2.24%

-2.30%

3.67%

2.13%

11.08%

10.50%

12.99%

Rank in category

Funds in category