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Old Bridge Focused Equity Fund Regular Payout Inc Dist cum Cap Wdrl INF0S5R01018

Morningstar’s Analysis

There is no growth data available.


Asset Allocation

Asset Class Investment Category Index
Equity 88.59 93.99 100.00
Fixed Income 0.00 0.19 0.00
Preferred 0.00 0.00 0.00
Convertible 0.00 0.19 0.00
Cash 11.41 6.01 0.00
Other 0.00 0.00 0.00

Stock Style

People

Inception Date
Jan 25, 2024
Number of Managers
2
Longest Tenure
1.1 Years
Average Tenure
1.1 Years
Advisor(s)
Old Bridge Asset Management Private Limited

Management Team

Jan 25, 2024 –Present
Jan 25, 2024 –Present

Manager Timeline

  • Male
  • Female
  • Non-Binary
  • Not Disclosed
  • Not Available

Morningstar Risk & Return

Holdings



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