Old Bridge Focused Fund Direct-Growth
Equity: Focused - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: FocusedBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹13.94-0.21%
07 Sept 2026
Similar Funds
Side-by-side comparison of Old Bridge Focused Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +19.44% | 6.16% | 2 / 28 |
| 3Y Return | — | 13.37% | — |
| 5Y Return | — | 12.00% | — |
| 10Y Return | — | 13.79% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Focused
Top funds by AUM in the Equity: Focused category — see how Old Bridge Focused Fund Direct-Growth compares on size and returns.
Funds Tracking BSE 500 Total Return Index
Top funds tracking the BSE 500 Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to Old Bridge Focused Fund Direct-Growth?
Funds similar to Old Bridge Focused Fund Direct-Growth in the Equity: Focused category include SBI Focused Fund Direct Plan-Growth, HDFC Focused Fund Direct-Growth, and ICICI Prudential Focused Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Old Bridge Focused Fund Direct-Growth in its category?
The category rank of Old Bridge Focused Fund Direct-Growth is shown in the Trailing Returns section above.
How does Old Bridge Focused Fund Direct-Growth's expense ratio compare to similar funds?
Old Bridge Focused Fund Direct-Growth has an expense ratio of 1.06%. The peers SBI Focused Fund Direct Plan-Growth has an expense ratio of 0.82% and HDFC Focused Fund Direct-Growth has 0.80%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Old Bridge Focused Fund Direct-Growth's AUM compare to similar funds?
Old Bridge Focused Fund Direct-Growth has an AUM of ₹3,994.77 crore. The peers SBI Focused Fund Direct Plan-Growth has an AUM of ₹50,040.8 crore and HDFC Focused Fund Direct-Growth has ₹27,924.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Focused?
The top performing fund in the Equity: Focused category on a 3-year basis is Invesco India Focused Fund Direct-Growth with a CAGR of 21.95% as of 6 Sep 2026. Old Bridge Focused Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Old Bridge Focused Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Old Bridge Focused Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.