Products
Platform
Research
Market
Learn
IPO
Compare Old Bridge Focused Fund vs Invesco India Focused Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 5.0 |
Min SIP Amount | ₹2500 | ₹500 |
Expense Ratio | 2.05 | 1.83 |
NAV | ₹12.25 | ₹27.92 |
Fund Started | 17 Jan 2024 | 09 Sep 2020 |
Fund Size | ₹2192.40 Cr | ₹4453.93 Cr |
Exit Load | Exit load of 1%, if redeemed within 365 days. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹2500
₹500
Expense Ratio
2.05
1.83
NAV
₹12.25
₹27.92
Fund Started
17 Jan 2024
09 Sep 2020
Fund Size
₹2192.40 Cr
₹4453.93 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | 2.94% | -1.20% |
3 Year | - | 21.67% |
5 Year | - | 20.74% |
1 Year
2.94%
-1.20%
3 Year
-
21.67%
5 Year
-
20.74%
Holding Analysis
Equity | 92.53% | 93.91% |
Cash | 7.47% | 6.09% |
Equity
92.53%
93.91%
Cash
7.47%
6.09%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Shriram Finance Ltd | 7.13% |
Maruti Suzuki India Ltd. | 5.75% |
HCL Technologies Ltd. | 5.46% |
Bharti Airtel Ltd. | 4.97% |
UPL Ltd. | 4.86% |
Prestige Estates Projects Ltd. | 4.80% |
Aurobindo Pharma Ltd. | 4.71% |
Redington Ltd. | 4.68% |
Tata Steel Ltd. | 4.54% |
Granules India Ltd. | 4.08% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.10% |
ICICI Bank Ltd. | 8.43% |
Larsen & Toubro Ltd. | 8.05% |
Eternal Ltd. | 6.23% |
Interglobe Aviation Ltd. | 5.74% |
Persistent Systems Ltd. | 5.40% |
Hindustan Aeronautics Ltd. | 5.08% |
Cholamandalam Investment and Finance Company Ltd. | 4.42% |
TVS Motor Company Ltd. | 4.41% |
Dixon Technologies (India) Ltd. | 4.37% |
Fund Manager
Name | Kenneth Andrade | Hiten Jain |
Start Date | 06 Nov 2025 | 03 Sep 2024 |
Name
Kenneth Andrade
Hiten Jain
Start Date
06 Nov 2025
03 Sep 2024
About Fund
Description | The scheme seeks 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). | The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization. |
Launch Date | 17 Jan 2024 | 09 Sep 2020 |
Description
The scheme seeks 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).
The scheme seeks to generate capital appreciation by investing in upto 20 stocks across market capitalization.
Launch Date
17 Jan 2024
09 Sep 2020