Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Old Bridge Focused Equity (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Triparty Repo
11.4%
Shriram Finance Ltd
4.7%
InterGlobe Aviation Ltd
4.6%
Redington Ltd
4.5%
Prestige Estates Projects Ltd
4.5%
Aurobindo Pharma Ltd
4.4%
ITD Cementation India Ltd
4.2%
Indian Energy Exchange Ltd
4.2%
Gujarat State Petronet Ltd
4.1%
Tata Steel Ltd
4.1%
Top industry exposure
Industrials
18.2%
Healthcare
16.1%
Basic Materials
12.0%
Financial Services
8.9%
Technology
8.2%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
3%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). There is no assurance or guarantee that the objectives of the scheme will be realized.