Old Bridge Focused IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.6%
Sharpe Ratio0.59
Beta0.93
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Triparty RepoUtilities9.07%
Shriram Finance LtdFinancial Services7.18%
Redington LtdTechnology6.96%
Aurobindo Pharma LtdServices5.57%
InterGlobe Aviation LtdCapital Goods4.97%
ITC LtdConsumers4.86%
Bharti Airtel LtdServices4.53%
Ramkrishna Forgings LtdCapital Goods4.34%
Maruti Suzuki India LtdConsumers4.34%
Jubilant Foodworks LtdConsumers4.10%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.13%
Regulatory & Tax Information
INF0S5R01018
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)