MF Gyan
sectorHigh risk3 years old

Old Bridge Focused Fund - Direct Plan - Direct Growth

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Old Bridge Mutual Fund. It's been running since 25 Jan 2024.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹13.97
▼ 0.50% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.19 L
▲ ₹19.4k gain · 19.4% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹65.8k
Gain / loss+₹5.8k
XIRR (annualised)21.46%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹67.5k
Projected gain*+₹7.5k
*at this fund's historical rate of 21.46% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 44 other funds in Equity Scheme - Focused Fund

Same plan
1-year return
19.42%median 4.76% (+14.65%)
Rank #5 of 45Beats 89% of peers
Bumpiness (3Y)
16.22%median 15.45% (+0.77%)
Rank #27 of 45Less risky than 39% of peers
Worst-ever drop
-18.94%median -36.32% (+17.38%)
Rank #40 of 45Less risky than 9% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 3 of last 3 years were positive.

+18%
2024
+8%
2025
+8%
2026
Best year
2024 · 18.08%
Worst year
2025 · 8.18%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
16.2%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-18.94%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Old Bridge Focused Fund - Direct Plan - Direct Growth against other sector funds.

Technical details (for the pros)
CAGR — 1 year19.42%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch13.63%
Volatility — 1 year (annualised)15.40%
Volatility — 3 years (annualised)16.22%
Max drawdown — 1 year-13.04%
Max drawdown — 3 years-18.94%
Sharpe ratio — 1 year (rf=6%)0.79
Sharpe ratio — 3 years (rf=6%)0.43

Fund info

Fund house
Old Bridge Mutual Fund
Category
Equity Scheme - Focused Fund
Plan
Direct
Option
Growth
ISIN (Growth)
INF0S5R01042
ISIN (Div re-invest)
—
Fund code
152358
First price on record
25 Jan 2024 · 645 daily prices

About Old Bridge Focused Fund - Direct Plan - Direct Growth

Old Bridge Focused Fund - Direct Plan - Direct Growth is a Equity Scheme - Focused Fund offered by Old Bridge Mutual Fund under the Direct plan with the Growth option. It has approximately 3 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Old Bridge Focused Fund - Direct Plan - Direct Growth is ₹13.9700 (as of 4 Sep 2026). Historically, it has delivered 19.40% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 16.2% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 18.9%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Old Bridge Focused Fund - Direct Plan - Direct Growth?+

The latest NAV of Old Bridge Focused Fund - Direct Plan - Direct Growth is ₹13.9700 as of 4 Sep 2026, down 0.50% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Old Bridge Focused Fund - Direct Plan - Direct Growth?+

Old Bridge Focused Fund - Direct Plan - Direct Growth has delivered 1-year return 19.40%, since-inception CAGR 13.63%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Old Bridge Focused Fund - Direct Plan - Direct Growth belong to?+

Old Bridge Focused Fund - Direct Plan - Direct Growth is categorised as Equity Scheme - Focused Fund. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Old Bridge Focused Fund - Direct Plan - Direct Growth?+

Based on its 3-year annualised volatility of 16.2%, Old Bridge Focused Fund - Direct Plan - Direct Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Old Bridge Focused Fund - Direct Plan - Direct Growth a direct plan?+

Old Bridge Focused Fund - Direct Plan - Direct Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Old Bridge Focused Fund - Direct Plan - Direct Growth?+

Old Bridge Focused Fund - Direct Plan - Direct Growth has NAV history available from 25 Jan 2024 — approximately 3 years of track record and 645 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.