Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Old Bridge Focused Equity
  • Opening:
    17th January 2024
  • Closing:
    19th January 2024
  • Scheme Type:
    Open Ended Equity Focused Fund
  • Minimum Investment:
    Rs. 5000/- and in multiple of Rs. 1/-
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 365 days from the date of allotment
  • Thereafter:
    Nil

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
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

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

Nothing really appeals. Nothing.