myplexus

NFO Monitor

Fund Fact

Name of Funds:

Old Bridge Focused Equity

Opening:

17th January 2024

Closing:

19th January 2024

Minimum Investment:

Rs. 5000/- and in multiple of Rs. 1/-

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out within 365 days from the date of allotment

Fund Stats

Objective:

To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization

Benchmark:

BSE 500

Fund Manager:

Tarang Agrawal, Kenneth Joseph Andrade

Asset Allocation

65-100% Equity upto 35% Money Market

upto 35% Debt upto 10% Others

Comparable existing schemes

SBI Focused Equity Fund	10.30(6M)	25.06(1Y)
Bandhan Focused Equity Fund	14.20(6M)	32.27(1Y)

Fund Prognosis

Idea Distiller

Nothing new. The trick is in how they manage the common place and deliver superior performance

Fund House AAUM:
0
Fund Manager:
Combined experience of above 30 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nothing really appeals. Nothing.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028