Compare funds
Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
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2/5 selectedOld Bridge Focused FundITI Focused Fund
Portfolio overlap
lower = better diversificationOld Bridge Focused × ITI Focused6.3%2 shared stocks · low
Overlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
Funds
| Returns (CAGR) | ||||
1Y return | 14.8%BEST | 6.8% | ||
3Y return | — | 17.4%BEST | ||
5Y return | — | — | ||
Since launch | 13.5% | 18.2%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +16.8%BEST | +8.9% | ||
3Y vs index | — | +7.6%BEST | ||
5Y vs index | — | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.43 | 0.88BEST | ||
Sortino ratio | 0.60 | 0.92BEST | ||
Std deviation | 16.18BEST | 16.34 | ||
Alpha | 5.28 | 5.98BEST | ||
Beta | 0.98 | 1.01 | ||
| Cost & size | ||||
Expense ratio | 1.08% | 0.88%BEST | ||
Fund size | ₹4.4k CrBEST | ₹629 Cr | ||
Portfolio P/E | 13.65BEST | 31.12 | ||
| Ratings | ||||
Value Research | — | ★★★★★BEST | ||
Morningstar | — | ★★★★★BEST | ||
| Details | ||||
Fund manager | Kenneth Andrade, Tarang Agrawal | Dhimant Shah, Alok Ranjan | ||
Benchmark | BSE 500 TRI | Nifty 500 TRI | ||
Riskometer | Very High | Very High | ||
Start date | 24 Jan 2024 | 19 Jun 2023 | ||
| Top 5 holdings | ||||
Biggest positions |
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