NFO Alert: From key dates to risks, all you need to know about Old Bridge Focused Equity Fund
Old Bridge Asset Management, said, “We are excited to introduce our first equity fund to investors seeking long-term capital appreciation. The fund's strategy is aligned with our investment philosophy focusing on early-cycle businesses with strong leadership and growth potential." Andrade added, “The launch of the Old Bridge Focused Equity Fund aligns with the unprecedented growth in India's mutual funds industry as highlighted by recent data from the industry trade body AMFI.
With over 20 million new investment accounts and a 19% increase in fund assets during the first 11 months of 2023, India surpasses global peers like the US, Japan, and China." The investment objective of the scheme is to achieve long-term capital appreciation by strategically investing in a maximum of 30 stocks across different market capitalisations (i.e., mid-cap, small-cap, large-cap). This multi-cap approach is designed to identify businesses with the potential to compound capital over the long term, focusing on companies with enduring economic moats that have long-term franchise value and continued growth potential.
However, there is no assurance that the investment objective of the scheme will be achieved. Investors can invest under the scheme with a minimum investment of ₹2500 per plan/option and in multiples of Re 1.
There is no upper limit for investment. For lump-sum investments, the minimum amount is ₹5,000.
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