52
FocusedHold
Old Bridge Focused
Old Bridge · Direct–Growth · rank #14 of 28 by Smart Score
Data updated
Trailing returns
1 Year
19.4%
+16.4% vs index
3 Years
—
5 Years
—
Since launch
13.7%
Year-by-year performance
2025
+8.5%+0.9% vs index
2026
+8.9%+10.9% vs index
Why this score
Old Bridge Focused scores 52/100 — #14 of 28 Focused fund (Hold). It stands out for alpha and 1y return — beating 83% of peers on alpha. The main drag is its volatility (better than only 30% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Alpha4.61 · 83rd percentile in category
1Y return19.40% · 95th percentile in category
Volatility16.21 · 30th percentile in category
Expense ratio1.14% · 35th percentile in category
Fund size3994.77 Cr · 59th percentile in category
Sharpe ratio0.44 · 45th percentile in category
Top holdings
1.Shriram Transport Finance Company Ltd7.6%
2.Redington Ltd6.26%
3.Aurobindo Pharma Ltd5.99%
4.Maruti Suzuki India Ltd5.87%
5.Bharti Airtel Ltd5.78%
24 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.