How to check the XIRR of Old Bridge Focused Fund - Direct IDCW?

You can track the exact XIRR and portfolio overlapping of Old Bridge Focused Fund - Direct IDCW alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Old Bridge Focused Fund - Direct IDCW?

Use the MutualSaathi Portfolio Analyzer to compare Old Bridge Focused Fund - Direct IDCW with other funds, PMS, and AIFs to detect hidden stock overlaps.

Old Bridge Focused Fund - Direct IDCW

Old Bridge Mutual Fund

Expense Ratio: 1

Risk: Very High

Equity Scheme - Focused Fund

Plan: Direct

Benchmark: BSE 500 TRI

Inception: 17-01-2024

Exit Load: Nil

Fund Size:₹2,382.60 Cr

Performance

Fund10.91%

Cat. Avg.-0.49%

Fund2.47%

Cat. Avg.-0.11%

FundN/A

Cat. Avg.11.73%

FundN/A

Cat. Avg.9.94%

10Y

FundN/A

Cat. Avg.13.44%

Fund11.35%

Cat. Avg.14.23%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Shriram Finance Limited	Equity	Listed	Large Cap	Finance		274.58	7.48%
2	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		238.98	6.51%
3	Maruti Suzuki India Limited	Equity	Listed	Large Cap	Automobiles		232.34	6.33%
4	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		216.68	5.90%
5	Redington Limited	Equity	Listed	Small Cap	Commercial Services & Supplies		213.29	5.81%
6	Triparty Repo	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.49%	200.00	5.45%
7	Tata Motors Passenger Vehicles Limited	Equity	Listed	Large Cap	Automobiles		193.14	5.26%
8	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services		182.82	4.98%
9	Prestige Estates Projects Limited	Equity	Listed	Mid Cap	Realty		182.11	4.96%
10	Ramkrishna Forgings Limited	Equity	Listed	Small Cap	Auto Components		158.68	4.32%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	62249	+3.7%	+7.9%
2Y	07 Nov, 24	1.20 L.	1.31 L.	+9.2%	+9.2%
SI	07 Feb, 24	1.65 L.	1.86 L.	+12.7%	+9.0%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.11 L.	+10.9%	+10.9%
2Y	16 Oct, 24	1 L.	1.05 L.	+5.0%	+2.5%
SI	25 Jan, 24	1 L.	1.34 L.	+34.1%	+11.4%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.