Old Bridge Mutual Fund launches Old Bridge Focused Equity Fund

NFO period: 17^th January ? 19^th January, 2024

Highlights of the NFO:

• Scheme type ? An open-ended equity scheme investing in maximum 30 stocks (multi cap)


• Investment 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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.


• Product suitability ? The product is suitable for investors who are seeking capital appreciation over long-term by investing in a concentrated portfolio of equity and equity related instruments of upto 30 companies.


• Minimum Application Amount ? First investment is Rs.5,000/- and in multiples of Rs.1/- thereafter


• Plan/ Options available ? Regular Plan & Direct Plan having Growth option and Income Distribution cum Capital Withdrawal (IDCW) option with Payout of Income Distribution cum Capital Withdrawal sub-option, Reinvestment of Income Distribution cum Capital Withdrawal sub-option.


• Fund Manager ? Mr. Tarang Agrawal and Mr. Kenneth Joseph Andrade


• Benchmark ? S&P BSE 500 TRI