Compare Old Bridge Focused Fund vs Invesco India Focused Fund
Old Bridge Focused Fund
EquityFocused
Invesco India Focused Fund
EquityFocused
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹2500
₹100
Expense Ratio
2
1.94
NAV
₹13.24
₹31.04
Fund Started
17 Jan 2024
09 Sep 2020
Fund Size
₹4541.99 Cr
₹6228.51 Cr
Exit Load
Exit load of 1%, if redeemed within 365 days.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
1 Year
8.47%
-0.56%
3 Year
-
18.05%
5 Year
-
11.58%
Equity
90.93%
96.96%
Cash
9.08%
3.04%
Top 10 Holdings
Name | Assets |
|---|---|
Shriram Finance Ltd | 7.18% |
Redington Ltd. | 6.96% |
Aurobindo Pharma Ltd. | 5.57% |
Interglobe Aviation Ltd. | 4.97% |
ITC Ltd. | 4.86% |
Bharti Airtel Ltd. | 4.53% |
Maruti Suzuki India Ltd. | 4.34% |
Ramkrishna Forgings Ltd. | 4.34% |
Jubilant FoodWorks Ltd. | 4.10% |
Alivus Life Sciences Ltd | 4.01% |
Name | Assets |
|---|---|
ICICI Bank Ltd. | 8.56% |
Larsen & Toubro Ltd. | 6.32% |
Interglobe Aviation Ltd. | 5.81% |
HDFC Bank Ltd. | 5.63% |
Coforge Ltd. | 5.21% |
Nuvama Wealth Management Ltd. | 4.74% |
Hindustan Aeronautics Ltd. | 4.46% |
Eternal Ltd. | 4.33% |
Cholamandalam Investment and Finance Company Ltd. | 4.08% |
TVS Motor Company Ltd. | 3.98% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).
The scheme seeks to generate capital appreciation by investing in upto 30 stocks across market capitalization.
Launch Date
17 Jan 2024
09 Sep 2020
