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MF_152358

Old Bridge Focused Fund - Direct Growth

Equity Scheme - Focused Fund

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End Amount
₹12,977.02
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
9.89%
MF_152358 Return
Benchmark CAGR
4.06%
Nifty 50
Inflation Adj. CAGR
5.88%
Real Annualized Return
Alpha
0.09
Excess Return vs Benchmark
Beta
1.04
Volatility vs Benchmark
Sharpe Ratio
0.43
Risk-Adjusted Return
Sortino Ratio
0.70
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 63% 37% 20%
60 days 66% 25% 10%
90 days 68% 22% 8%
180 days 61% 19% 5%
1Yr 72% 9% 5%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Old Bridge Focused Fund - Direct Growth Nifty 50
30 days -47.7% | -61.9% | 17.0% | 199.9% 26.6% | -59.3% | 8.5% | 106.5%
60 days -40.3% | -46.7% | 20.3% | 115.4% -23.0% | -42.4% | 5.0% | 80.7%
90 days -28.1% | -37.4% | 16.1% | 89.7% -25.0% | -34.4% | 5.4% | 57.9%
1 Year 5.3% | -7.2% | 9.5% | 21.9% -10.0% | -10.0% | 3.2% | 13.5%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 23, 2024 April 2, 2024 39 days 7% Nifty 50: 2% 10150 9411 10250
Sept. 23, 2024 Jan. 6, 2026 470 days 19% Nifty 50: 15% 12977 10519 13027
Jan. 6, 2026 May 6, 2026 120 days 13% Nifty 50: 15% 13027 11329 13077
Aug. 10, 2026 Oct. 30, 2026 81 days 11% Nifty 50: 10% 14376 12727 12977