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Old Bridge Focused FundSBI Focused Fund Dir Plan Gr
| Metric | 43 Old Bridge Focused Old Bridge Avoid | 77 SBI Focused SBI Buy | Add fund (3 left) |
|---|---|---|---|
| Returns (CAGR) | |||
1Y return ↑ higher is better | 9.2% | 12.1%BEST | |
3Y return ↑ higher is better | — | 16.6%BEST | |
5Y return ↑ higher is better | — | 13.7%BEST | |
Since launch ↑ higher is better | 12.6% | 15.7%BEST | |
| Vs category benchmark | |||
1Y vs index fund minus its own index | +8.1% | +10.9%BEST | |
3Y vs index fund minus its own index | — | +4.7%BEST | |
5Y vs index fund minus its own index | — | +1.4%BEST | |
Benchmark used | Nifty 500 | Nifty 500 | |
| Risk | |||
Sharpe ratio ↑ higher is better | 0.37 | 0.87BEST | |
Sortino ratio ↑ higher is better | 0.51 | 1.18BEST | |
Std deviation ↓ lower is better | 16.38 | 14.05BEST | |
Alpha ↑ higher is better | 2.92 | 4.71BEST | |
Beta ≈1 moves with the market | 0.97 | 0.82 | |
| Cost & size | |||
Expense ratio ↓ lower is better | 1.12% | 1.00%BEST | |
Fund size ↑ higher is better | ₹3.7k Cr | ₹47.3k CrBEST | |
Portfolio P/E ↓ lower is better | 12.66BEST | 24.01 | |
| Ratings | |||
Value Research 1–5 stars | — | ★★★★★BEST | |
Morningstar 1–5 stars | — | ★★★★★BEST | |
| Details | |||
Fund manager | Kenneth Andrade, Tarang Agrawal | Rama Iyer Srinivasan | |
Benchmark | — | BSE 500 TRI | |
Riskometer | Very High | Very High | |
Start date | 24 Jan 2024 | 01 Jan 2013 | |
Returns
1Y return
9.2%
12.1%BEST
3Y return
—
16.6%
5Y return
—
13.7%
3Y vs index· vs own category index
—
+4.7%
Risk
Sharpe· ↑ better
0.37
0.87BEST
Sortino· ↑ better
0.51
1.18BEST
Std deviation· ↓ better
16.38
14.05BEST
Alpha· ↑ better
2.92
4.71BEST
Beta· ≈1 market-like
0.97
0.82
Cost & facts
Expense· ↓ better
1.12%
1.00%BEST
P/E· ↓ cheaper
12.7BEST
24.0
AUM
₹3.7k Cr
₹47.3k CrBEST
VR rating
—
★★★★★
Morningstar
—
★★★★★
Start date
24 Jan 2024
01 Jan 2013