Old Bridge Focused Fund
Direct · Growth ₹13.43
20 Jul 2026
NAV
7.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.09
Sharpe
-18.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.43 L | 6.7% | -15.8% | 24.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 6.7% | 14.5% | 17.1% | -7.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.1% | 8.7% | -8.9% | 20.0% | 0.09 | 0.13 | 84% | — | — |
-18.9%
Max Drawdown
5 mo
Drawdown Duration
10 mo
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.38
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.68 | 1.00 | 101.4% | 85.6% | 9.3% | -3.4% |
| 3 Years | +6.41 | 0.95 | 93.7% | 83.7% | 10.3% | 3.7% |
| 5 Years | +3.60 | 0.95 | 93.7% | 83.7% | 6.0% | 2.2% |
| 7 Years | +2.43 | 0.95 | 93.7% | 83.7% | 4.3% | 1.6% |
| 10 Years | +1.59 | 0.95 | 93.7% | 83.7% | 3.0% | 1.1% |
| 12 Years | +1.26 | 0.95 | 93.7% | 83.7% | 2.5% | 0.9% |
| 15 Years | +0.93 | 0.95 | 93.7% | 83.7% | 2.0% | 0.7% |
22
Total Holdings
55.6%
Top 10 Weight
18
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Shriram Finance Limited | 7.48% |
| 2 | Aurobindo Pharma Limited | 6.51% |
| 3 | Maruti Suzuki India Limited | 6.33% |
| 4 | Bharti Airtel Limited | 5.90% |
| 5 | Redington Limited | 5.81% |
| 6 | Tata Motors Passenger Vehicles Limited | 5.26% |
| 7 | InterGlobe Aviation Limited | 4.98% |
| 8 | Prestige Estates Projects Limited | 4.96% |
| 9 | Ramkrishna Forgings Limited | 4.32% |
| 10 | Hindustan Zinc Limited | 4.08% |