Old Bridge Focused Fund - Direct Plan - Direct Growth
code 152358 Focused Fund direct plan ยท growth NAVs 2024-01-25 to 2026-11-09
Growth of โน10,000 vs benchmark
From 2024-01-25, common dates. Scroll or drag to zoom.
Drawdown
Rolling 1-year CAGR
Returns
| period | fund | fund* | benchmark* | fund โ benchmark* | from โ to |
|---|---|---|---|---|---|
| 1M | 4.11% | 4.11% | 7.85% | -3.74% | 2026-10-09 โ 2026-11-09 |
| 3M | -3.06% | -3.06% | -0.57% | -2.50% | 2026-08-07 โ 2026-11-09 |
| 6M | 5.69% | 5.69% | 2.40% | 3.30% | 2026-05-08 โ 2026-11-09 |
| 1Y | 12.73% | 12.73% | 0.43% | 12.30% | 2025-11-07 โ 2026-11-09 |
| 3Y | - | - | - | - | |
| 5Y | - | - | - | - | |
| 7Y | - | - | - | - | |
| 10Y | - | - | - | - | |
| since inception | 12.54% | 12.54% | 7.43% | 5.11% | 2024-01-25 โ 2026-11-09 |
Absolute under 1 year, CAGR from 1 year. * Common dates only.
Calendar years
| year | 2025 |
|---|---|
| fund | 8.54% |
| benchmark | 7.17% |
Rolling returns
| length | periods | average | median | worst | best | % positive | % beating benchmark |
|---|---|---|---|---|---|---|---|
| 1 year | 440 | 8.62% | 9.52% | -8.89% | 25.63% | 87% | 79% |
Risk statistics require 36 complete months of NAVs.
Category: Focused Fund
Not rated: 33 of 36 months required. View category โ