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  • Old Bridge Mutual Fund launches Old Bridge Focused Equity Fund

Jan 17, 2024

Mutual Fund

Old Bridge Mutual Fund launches Old Bridge Focused Equity Fund

NFO period: 17th January – 19th January, 2024

Highlights of the NFO:

  • Scheme type – An open-ended equity scheme investing in maximum 30 stocks (multi cap)

  • Investment objective – 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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

  • Product suitability – The product is suitable for investors who are seeking capital appreciation over long-term by investing in a concentrated portfolio of equity and equity related instruments of upto 30 companies.

  • Minimum Application Amount – First investment is Rs.5,000/- and in multiples of Rs.1/- thereafter

  • Plan/ Options available – Regular Plan & Direct Plan having Growth option and Income Distribution cum Capital Withdrawal (IDCW) option with Payout of Income Distribution cum Capital Withdrawal sub-option, Reinvestment of Income Distribution cum Capital Withdrawal sub-option.

  • Fund Manager – Mr. Tarang Agrawal and Mr. Kenneth Joseph Andrade

  • Benchmark – S&P BSE 500 TRI
Download - KIM
Download - SID

(Mutual Fund investments are subject to market risks, read all scheme related documents carefully.)