55
FocusedHold
Old Bridge Focused
Old Bridge · Direct–Growth · rank #12 of 28 by Smart Score
Data updated
Trailing returns
1 Year
14.8%
+16.8% vs index
3 Years
—
5 Years
—
Since launch
13.5%
Year-by-year performance
2025
+8.5%+0.9% vs index
2026
+9.1%+12.8% vs index
Why this score
Old Bridge Focused scores 55/100 — #12 of 28 Focused fund (Hold). It stands out for alpha and 1y return — beating 87% of peers on alpha. The main drag is its volatility (better than only 30% of peers).
Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.
Alpha5.28 · 87th percentile in category
1Y return14.75% · 95th percentile in category
Volatility16.18 · 30th percentile in category
Fund size4354.21 Cr · 59th percentile in category
Expense ratio1.08% · 43rd percentile in category
Sharpe ratio0.43 · 45th percentile in category
Top holdings
1.Shriram Transport Finance Company Ltd7.39%
2.Redington Ltd6.38%
3.Aurobindo Pharma Ltd5.97%
4.Maruti Suzuki India Ltd5.12%
5.Bharti Airtel Ltd4.87%
25 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.