Compare funds
Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
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2/5 selectedOld Bridge Focused FundITI Focused Fund
Portfolio overlap
lower = better diversificationOld Bridge Focused × ITI Focused8.8%3 shared stocks · low
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | 19.4%BEST | 14.0% | ||
3Y return | — | 19.4%BEST | ||
5Y return | — | — | ||
Since launch | 13.6% | 19.5%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +16.7%BEST | +11.3% | ||
3Y vs index | — | +8.1%BEST | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.44 | 0.87BEST | ||
Sortino ratio | 0.61 | 1.10BEST | ||
Std deviation | 16.20BEST | 16.34 | ||
Alpha | 4.55 | 5.98BEST | ||
Beta | 0.98 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 1.14% | 0.91%BEST | ||
Fund size | ₹4.0k CrBEST | ₹612 Cr | ||
Portfolio P/E | 13.00BEST | 31.37 | ||
| Ratings | ||||
Value Research | — | ★★★★★BEST | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Kenneth Andrade, Tarang Agrawal | Dhimant Shah, Alok Ranjan | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 24 Jan 2024 | 19 Jun 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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