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Old Bridge Focused Fund vs Invesco India Focused Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • Old Bridge Focused Fund
  • Invesco India Focused Fund
Old Bridge Focused Fund compared with Invesco India Focused Fund
FundOld Bridge Mutual FundOld Bridge Focused FundFocused Fund · Direct planNAV ₹14Invesco Mutual FundInvesco India Focused FundFocused Fund · Direct planNAV ₹31.87
Returns
1 year14.8% (best of these funds)2.3%
3 yearsa year21.1%
5 yearsa year14.9%
Risk
Volatilitya year16.2%16.1% (best of these funds)
Worst fall−18.9% (best of these funds)−22%
Best year25.8%77% (best of these funds)
Worst year-8.9% (best of these funds)-11.9%
Years in gain86% (best of these funds)77%
Cost and size
Expense ratio1.08%0.49% (best of these funds)
Fund size₹4,354 Cr₹6,454 Cr
Minimum SIP₹2,500₹100 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.