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Old Bridge Focused Fund: Latest NAV, Returns & Investment Analysis 2025

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Comprehensive analysis of Old Bridge Focused Fund managed by Kenneth Andrade. Check latest NAV, AUM, expense ratio, returns since inception, and investment strategy for 2025.

Investment Objective and Approach

Old Bridge Focused Fund is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes. 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 fund follows a focused investment approach, concentrating its portfolio in carefully selected stocks across various sectors. Old Bridge Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Tech, Industrial, Health, Consumer Cyclical, Financial Services, Communication, Real Estate, Consumer Defensive.

Key investment highlights as of the latest available data:

- Latest NAV: ₹11.50 as of 06 Aug 2025

- Current AUM: ₹1,909 Cr as of August 2025

- CAGR Returns Since Inception: 15.57% since inception

- Expense Ratio: 1.07% as of 26th June 2025

- Fund Launch Date: 24th January 2024

Fund Managers

Kenneth Andrade is the Current Fund Manager of Old Bridge Focused Fund Direct Growth fund. He brings exceptional expertise and experience to the fund management:

Kenneth Andrade - Founder & Chief Investment Officer

- Has over 30 years of experience in Indian Capital Markets, portfolio management and investment research

- Founder and Chief Investment Officer of Old Bridge Capital Management

- Holds B. Com, Post Graduate Diploma in Financial Management

- Prior to founding Old Bridge Capital Management in December 2015, Kenneth was Chief Investment Officer at IDFC Asset Management

- He was responsible for building the firm's equity franchise and managed one of India's largest equity funds by AUM. The firm's flagship fund, IDFC Premier Equity Fund delivered a CAGR growth of 22.3% over the ten-year period

Kenneth Andrade is often called "a midcap stock guru" and "the Peter Lynch of India". His investment philosophy focuses on capital efficiency and value-driven stock selection.

About the Fund House (AMC)

Old Bridge Asset Management is led by Kenneth Andrade, who founded the organization after establishing a successful track record in the Indian mutual fund industry. The AMC represents a return to mutual fund management for Andrade, who left the mutual fund (MF) industry in 2015 to venture into portfolio management services (PMS), has received in-principle approval from the Securities and Exchange Board of India (Sebi) to foray into MFs.

Key Organizational Highlights:

- Founded by Kenneth Andrade, a veteran with three decades of capital market experience

- He manages the investment process and leads investment ideation for inclusion of stocks within the investment portfolio at Old Bridge

- He currently runs a PMS by the name of Old Bridge Capital Management and manages upwards of 3500 crores

- Strong focus on capital efficiency and concentrated portfolio approach

- Andrade's company, Old Bridge Capital, joins Bajaj Finserv, Zerodha and Helios Capital as they await the final approval to enter the MF space

The AMC emphasizes a research-driven investment approach, with Andrade's philosophy centered around identifying companies with strong capital allocation and efficiency metrics.

Should I Invest in Old Bridge Focused Fund?

Suitable For:

- Investors seeking long-term capital appreciation through equity investments

- Those comfortable with concentrated portfolio approach (up to 30 stocks)

- Investors who prefer experienced fund management with proven track record

- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way

Key Considerations:

- The Old Bridge Focused Fund Direct Growth is rated Very High risk

- Exit load of 1%, if redeemed within 365 days

- Focused approach means concentration risk in limited number of stocks

- Relatively new fund launched in January 2024

Risk Factors:

- High risk rating due to equity exposure and concentrated portfolio

- Market volatility can significantly impact fund performance

- Sector concentration risk based on fund manager's investment style

The fund may suit investors who appreciate Kenneth Andrade's investment philosophy and are willing to accept higher volatility for potentially higher long-term returns.

FAQs

What is today's NAV of Old Bridge Focused Fund?

The latest NAV varies by plan and date. You can check the current NAV on Allvest platform or the official Old Bridge AMC website for real-time updates.

What is the AUM of Old Bridge Focused Fund?

As of August 2025, the fund has an AUM of ₹1,909 Cr, indicating strong investor confidence in Kenneth Andrade's fund management capabilities.

What is the expense ratio of Old Bridge Focused Fund?

The expense ratio is 1.07% as of June 2025, which is competitive compared to similar flexi-cap funds in the market.

What are the returns of Old Bridge Focused Fund since inception?

The fund has delivered a CAGR return of 15.57% since its inception in January 2024, demonstrating strong early performance.

What is the minimum SIP amount to invest in Old Bridge Focused Fund?

The minimum SIP amount is ₹2,500, making it accessible for systematic investment planning across different investor segments.

How do I invest in Old Bridge Focused Fund?

You can invest through Allvest platform online, directly through Old Bridge AMC website, or through registered mutual fund distributors and platforms.

How to start a SIP in Old Bridge Focused Fund?

Register on Allvest platform, complete your KYC, select Old Bridge Focused Fund, choose SIP option, set amount and frequency, and authorize the investment.

How do I automate an SIP in Old Bridge Focused Fund?

Set up auto-debit mandate during SIP registration on Allvest platform, which will automatically deduct the SIP amount from your bank account monthly.

How can I withdraw/redeem my investment in Old Bridge Focused Fund?

You can redeem through Allvest platform or AMC website. Note the 1% exit load if redeemed within 365 days of investment.