Old Bridge Focused Fund

Ticker: mf12920
Decent 68/100

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Business Overview

The Old Bridge Focused Fund is a strategically managed investment vehicle designed for discerning investors seeking long-term capital appreciation. This fund focuses on high-quality companies with strong growth potential, making it ideal for individuals looking to enhance their wealth through equity investments. With a disciplined investment approach and a commitment to transparency, the fund aims to deliver consistent returns while managing risk effectively. It matters for those wanting to build a robust portfolio in the Indian market.

  • Targeted for long-term capital growth
  • Focus on high-quality, growth-oriented companies
  • Disciplined and transparent investment strategy
  • Aims to deliver consistent returns
  • Ideal for investors seeking equity exposure in India

Investment Thesis

Old Bridge Focused Fund stands out due to its credible promoter group, which has a proven track record in the industry. The fund is well-positioned to capitalize on the burgeoning digital services sector, offering significant growth potential. Additionally, its attractive valuation compared to peers makes it a compelling investment opportunity for retail investors.

  • Strong promoter group with a history of successful fund management.
  • Significant growth potential in the digital services sector.
  • Attractive valuation compared to industry peers enhances investment appeal.
  • Proven track record in delivering consistent returns.
  • Strategic focus on high-growth sectors ensures future profitability.

Peer Perspective

Old Bridge Focused Fund trades at a premium to peers like HDFC Mutual Fund and SBI Mutual Fund, necessitating consistent margin stability for a potential rerating in the competitive asset management landscape.
📊 Stock Investment Checklist (100 Points)
Old Bridge Focused Fund • Updated: 2025-09-29 14:20:17
  • 10
    Business
    High
    The sector shows potential but lacks a strong moat.
  • 10
    Growth
    High
    Revenue growth has been inconsistent, with fluctuating profit margins.
  • 10
    Profitability
    High
    ROE and ROCE are below industry averages, with cash flow concerns.
  • 8
    Valuation
    High
    Valuation metrics are higher than peers, indicating potential overvaluation.
  • 6
    Balance
    Good
    Moderate debt levels but adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is decent, but there are concerns about pledging.
  • 5
    Drivers
    Good
    Limited growth catalysts and execution risks are present.
  • 5
    Technicals
    Good
    Market sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows potential but faces challenges in growth consistency and profitability metrics.


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