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Old Bridge Focused Fund - Direct Growth is an equity scheme managed by Old Bridge Mutual Fund. The total expense ratio is 1.60% on assets of ₹2,906Cr. The fund is currently managed by Tarang Agrawal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Shriram Finance Limited | Financial Services | 6.78% |
| AUROBINDO PHARMA LIMITED | Healthcare | 5.71% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.58% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.48% |
| AXIS BANK LIMITED | Financial Services | 4.47% |
| TATA STEEL LIMITED | Basic Materials | 4.18% |
| REDINGTON LIMITED | Industrials | 4.05% |
| HINDUSTAN ZINC LIMITED | Basic Materials | 4.02% |
| RADICO KHAITAN LIMITED | Consumer Defensive | 3.98% |
| GRANULES INDIA LIMITED | Healthcare | 3.95% |
| RAMKRISHNA FORGINGS LIMITED | Consumer Cyclical | 3.90% |
| PRESTIGE ESTATES PROJECTS LIMITED | Real Estate | 3.87% |
| UPL LIMITED | Basic Materials | 3.68% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 3.54% |
| INDIAN ENERGY EXCHANGE LIMITED | Financial Services | 3.49% |
| INTERGLOBE AVIATION LIMITED | Industrials | 3.43% |
| KAVERI SEED COMPANY LIMITED | Basic Materials | 3.42% |
| THE GREAT EASTERN SHIPPING COMPANY LIMITED | Industrials | 3.07% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 2.47% |
| MEDI ASSIST HEALTHCARE SERVICES LIMITED | Healthcare | 1.29% |
| ANTONY WASTE HANDLING CELL LIMITED | Industrials | 1.16% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 3 | 16.03% |
| Healthcare | 3 | 13.81% |
| Metals & Mining | — | 11.74% |
| Automobile and Auto Components | — | 10.95% |
| Services | — | 10.55% |
| Fast Moving Consumer Goods | — | 7.40% |
| Telecommunication | — | 4.48% |
| Realty | — | 3.87% |
| Chemicals | — | 3.68% |
| Consumer Services | — | 1.67% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.89% | 2.60% | 8.48% | 11.69% | 20.00% | 82.3% |
Top-10 weight 46.2% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.