Old Bridge Focused Fund(IDCW)

Ticker: mf15543
Decent 68/100

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Business Overview

The Old Bridge Focused Fund (IDCW) is a strategically curated mutual fund designed for investors seeking long-term capital appreciation through a concentrated portfolio of high-quality stocks. Ideal for individuals looking to enhance their investment strategy, this fund focuses on a select number of companies with strong growth potential. Its disciplined approach and rigorous research make it a reliable choice for wealth creation.

  • Targeted for long-term investors
  • Concentrated portfolio of high-quality stocks
  • Rigorous research-driven selection process
  • Aims for capital appreciation
  • Suitable for risk-tolerant investors
  • Managed by experienced professionals

Investment Thesis

Old Bridge Focused Fund (IDCW) stands out due to its credible promoter group and robust digital services growth potential. With attractive valuations compared to peers, it presents a compelling investment opportunity for retail investors seeking long-term gains.

  • Strong promoter credibility enhances investor confidence.
  • Significant growth potential in digital services market.
  • Attractive valuation metrics compared to industry peers.
  • Diversified portfolio reduces risk and maximizes returns.
  • Focus on long-term wealth creation aligns with retail investor goals.

Peer Perspective

Old Bridge Focused Fund trades at a premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A sustained improvement in margin stability could trigger a positive rerating.
📊 Stock Investment Checklist (100 Points)
Old Bridge Focused Fund(IDCW) • Updated: 2025-10-01 22:24:31
  • 10
    Business
    High
    The fund is focused on sectors with potential but lacks a clear moat.
  • 10
    Growth
    High
    Revenue and profit growth have been inconsistent.
  • 10
    Profitability
    High
    ROE and ROCE are average, with OCF trailing net profit.
  • 8
    Valuation
    High
    Valuation metrics are above peers, indicating potential overvaluation.
  • 6
    Balance
    Good
    Debt levels are manageable, but liquidity is a concern.
  • 7
    Governance
    High
    Promoter holding is decent, but there are some pledging issues.
  • 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 has several areas of concern that could impact future performance.