Overview / Mutual Fund Discovery / Open Ended Schemes ( Equity Scheme - Focused Fund ) / AMFI 152359

Old Bridge Focused Fund - Direct IDCW

Old Bridge Mutual Fund • Open Ended Schemes ( Equity Scheme - Focused Fund ) • Direct Plan • Direct - IDCW

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹13.9200
AMFI Code / ISIN
152359 / INF0S5R01059
Category Peer Standing
#35 of 84 ranked peers in Open Ended Schemes ( Equity Scheme - Focused Fund ) by 3Y Sortino
Historical Track
2024-01-25 to 2026-11-09 (689 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+12.74% p.a.
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+12.55% p.a.
Sortino Ratio (3Y)
0.52
Sharpe Ratio (3Y)
0.37
Calmar Ratio
0.66
Annualized Volatility (3Y)
+16.23%
Maximum Drawdown
-18.94%
1Y / 3Y / 5Y Rolling Mean CAGR
+8.52% / N/A / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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