NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Old Bridge Focused Equity Fund Growth for NRI [11.06]

Min Investment

5,000

Fund Size

375.72 Cr

Expense Ratio

2.5%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

11.06

-1.07%

NAV as on 19 Jun 24, 12:00 AM

very high risk

focused fund

equity

NAV as on 19 Jun 24, 12:00 AM

very high risk

focused fund

equity

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

3.00%p.a.

Since Inception

About Old Bridge Focused Equity Fund Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Old Bridge Focused Equity Fund Growth scheme from Old Bridge Asset Management Private Limited. It is a Focused Fund mutual fund scheme that predominantly invests in Focused Fund stocks of companies. Launched on Jan 2024, Old Bridge Focused Equity Fund Growth is Focused Fund fund of its category with 375.72 Cr fund under management as on Jun 2024. The expense ratio of this fund is less than that of most other Fund category Focused Fund funds.

  • Old Bridge Focused Equity Fund Growth delivered 0.0% annual returns during the last year. It has delivered 3.0% average annual returns since the fund was launched.
  • Old Bridge Focused Equity Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in equity

Fund 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). There is no assurance or guarantee that the objectives of the scheme will be realized.

Top 10 Holdings

Indian Energy Exchange Ltd

6.78%

InterGlobe Aviation Ltd

6.41%

Aurobindo Pharma Ltd

6.33%

Marksans Pharma Ltd

5.94%

Tata Steel Ltd

5.02%

IndiaMART InterMESH Ltd

4.73%

Hindalco Industries Ltd

4.67%

Prestige Estates Projects Ltd

4.42%

Shriram Finance Ltd

4.13%

Redington Ltd

4.10%

Fund Managers

  1. Kenneth Andrade (Jan 2024 - Present)
  2. Tarang Agrawal (Jan 2024 - Present)

Key Information

View Scheme Document

Old Bridge Focused Equity Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Old Bridge Focused Equity Fund Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Old Bridge Focused Equity Fund Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Old Bridge Focused Equity Fund Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions