Fundalysisby DARKHORSESTOCKS

Scheme

Old Bridge Focused Fund

Holds 25 companies worth ₹4,130 Cr in Sept 2026.

  • Fund house

    Old BridgeThe fund house that runs this scheme.

  • AUM

    ₹4,542 CrOld Bridge Focused Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Up 4.3% on Aug 2026, ₹4,354 Cr.

  • Largest holding

    Shriram Finance LimitedShriram Finance Limited is 7.2% of this scheme's NAV.

  • Fund manager

    Kenneth Joseph AndradeRuns it since 24 Jan 2024, as the fund house dates it. With Tarang Agrawal (fund manager).

AUM(Mar 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20264,542+4.3%
Aug 20264,354+9.0%
Jul 20263,995+8.9%
Jun 20263,670+11.1%
May 20263,302+13.6%
Apr 20262,906+25.1%
Mar 20262,323−5.5%
Feb 20262,459+1.8%
Jan 20262,414+0.8%
Dec 20252,395+4.4%
Nov 20252,294+4.6%
Oct 20252,192+7.1%
AUM at month end, Sept 2026
₹4,542 Cr
+107.2% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Mar 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202666.63%+1.95 pt
Jun 202664.68%+1.25 pt
Mar 202663.42%−1.69 pt
Dec 202565.11%−1.48 pt
Direct plans' share of AUM, Sept 2026
66.63%
+1.52 pt since Dec 2025
Fig. 2.Old Bridge Focused Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−4.29%−4.34%––−3.84%
3 months *
−1.04%−1.29%––−2.16%
6 months *
+8.43%+7.89%––+5.69%
1 year
+10.86%+9.71%−5.42%+16.28 pt−0.62%
Since launch
+11.31%+10.14%+5.13%+6.18 pt+14.56%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: BSE 500 TRI. * From NAVs. Source: AMFI.