Mutual Funds
AMC
Old Bridge Arbitrage Fund - Regular (G)

Old Bridge Arbitrage Fund - Regular (G)

NAV
10.04(0.03%)
Fund Size (CR)
₹66.44
Expense Ratio
0.99
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹2,500
Minimum Withdrawal
₹1,000
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.25%
Return Since Launch
0.41%

Absolute Return: 0.44%

Annualized Return: 0%

1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment

Basic Details

Scheme Manager

Kenneth Andrade

Bench Mark

Nifty 50 Arbitrage TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	5 December 2025	10008.07	0.08%	-	0.08%	99/174
1 Month	-	-	-	-	-	-/-
3 Month	-	-	-	-	-	-/-
6 Month	-	-	-	-	-	-/-
1 Year	-	-	-	-	-	-/-
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	13 November 2025	10040.80	0.41%	0.41%	5.63%	171/174

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 December 2025	10,000	10019.95	0.20%	0.20%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

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Standard Deviation

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Beta

undefined%

Sharpe Ratio

-0.09%

Treynor's Ratio

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Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Glenmark Pharma.	4.39%	15000	2.92	Equity	Pharmaceuticals
ITC	3.80%	62400	2.52	Equity	Tobacco Products
IndusInd Bank	3.71%	28700	2.46	Equity	Banks
Bharat Electron	3.71%	59850	2.46	Equity	Aerospace & Defence
CG Power & Ind	3.70%	36550	2.46	Equity	Capital Goods - Electrical Equipment
Indus Towers	3.69%	61200	2.45	Equity	Telecom Equipment & Infra Services
SBI	3.43%	23250	2.28	Equity	Banks
Hindalco Inds.	3.15%	25900	2.09	Equity	Non Ferrous Metals
HDFC Bank	3.00%	19800	2.00	Equity	Banks
GMR Airports	2.73%	167400	1.81	Equity	Miscellaneous

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Bandhan Arbitrage - Direct (IDCW-M)	8882.35	0.55%	2.04%	3.50%	7.51%	7.98%
WhiteOak Capital Arbitrage Fund - Direct (G)	822.06	0.61%	1.64%	3.22%	7.44%	-
ITI Arbitrage Fund - Direct (G)	50.35	0.53%	1.54%	3.06%	7.19%	7.48%
ITI Arbitrage Fund - Direct (IDCW)	50.35	0.53%	1.54%	3.06%	7.19%	7.48%
Aditya Birla SL Arbitrage Fund - Dir (G)	25267.35	0.61%	1.62%	3.13%	7.19%	7.87%

List of Schemes under Old Bridge Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Old Bridge Focused Fund	Equity	Very High	2.87%	0	₹2,285.98
Old Bridge Arbitrage Fund	Hybrid	Low	0%	0	₹66.44

News

Old Bridge Arbitrage Fund anounces reopen for on-going subscription and redemption
Old Bridge Mutual Fundhas announced that Old Bridge Arbitrage Fund, the NFO of which closed on November 10, 2025 shall reopen for on-going subscription and redemption on November 14, 2025.
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Old Bridge Mutual Fund announces change in Key Personnel
Old Bridge Mutual Fund has announced the Ms. Meghana Bangad has been appointed as an Investment Specialist and Key Personnel of Old Bridge Asset Management Private Limited With effect from 01 September 2025
Details of Ms. Meghana Bangad
Age: 29 years
Designation: Investment Specialist
Qualification: C.A., B.Com
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Fund House Details & Investment Objective

Date of Incorporation

6 November 2025

Total AUM (Cr)

₹66.44

Old Bridge Arbitrage Fund - Regular (G) is an Arbitrage Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in 6 November 2025, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth ₹66.44 (Cr), as of 15 December 2025, Old Bridge Arbitrage Fund - Regular (G) is categorized as a Arbitrage Fund within its segment. The fund has generated a return of 0.41% since its launch.
The current NAV of Old Bridge Arbitrage Fund - Regular (G) is ₹10.04, as on 15 December 2025. The fund's benchmark index is Nifty 50 Arbitrage TRI. You can invest in Old Bridge Arbitrage Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹2,500 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 72.42% in Equity, 25.45% in Debt and 2.13% in cash and cash equivalents.