Old Bridge Flexi Cap Fund - Direct (G)
Flexi Cap FundNAV
10.26(-0.10%)Fund Size (CR)
-Expense Ratio
0.92Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
2.70%
Basic Details
Scheme Manager
Kenneth Andrade
Bench Mark
BSE 500 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 | April 1, 2026 | 10352.82 | 3.53% | - | 5.51% | 174/183 |
| 1 Month | March 6, 2026 | 10259.74 | 2.60% | - | -1.07% | 3/183 |
| 3 Month | - | - | - | - | - | -/- |
| 6 Month | - | - | - | - | - | -/- |
| 1 Year | - | - | - | - | - | -/- |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | March 2, 2026 | 10270.00 | 2.70% | 2.70% | 11.88% | 163/183 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | April 1, 2026 | 10,000 | 10342.74 | 3.43% | 3.43% |
| 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
Monthly Investment (₹)
Expected Returns Rate (%)
Time Period (in Years)
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
0%
Standard Deviation
0%
Beta
0%
Sharpe Ratio
-0.41%
Treynor's Ratio
0%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| There's no data available of Stock Holdings | |||||
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Flexi Cap Fund - Direct (G) | 0 | 2.60% | - | - | - | - | |
| Bank of India Flexi Cap Fund - Direct (IDCW) | 2186.49 | 0.98% | -2.08% | -1.81% | 16.50% | 22.99% | |
| Bank of India Flexi Cap Fund - Direct (G) | 2186.49 | 0.97% | -2.09% | -1.81% | 16.50% | 23.00% | |
| ICICI Pru Flexicap Fund - Direct (IDCW) | 20437.47 | -0.54% | -6.03% | -4.54% | 14.97% | 19.08% | |
| ICICI Pru Flexicap Fund - Direct (G) | 20437.47 | -0.51% | -6.04% | -4.58% | 14.96% | 19.08% | |
| ITI Flexi Cap Fund - Direct (G) | 1266.92 | -1.14% | -4.15% | -2.20% | 14.94% | 21.66% |
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 | 14.35% | 0 | ₹2,461.24 |
| Old Bridge Arbitrage Fund | Hybrid | Low | 0% | 0 | ₹124.98 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
February 13, 2026
Total AUM (Cr)
₹undefined
Old Bridge Flexi Cap Fund - Direct (G) is an Flexi Cap Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in February 13, 2026, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth - (Cr), as of April 9, 2026, Old Bridge Flexi Cap Fund - Direct (G) is categorized as a Flexi Cap Fund within its segment. The fund has generated a return of 2.70% since its launch.
The current NAV of Old Bridge Flexi Cap Fund - Direct (G) is ₹10.26, as on April 9, 2026. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Flexi Cap Fund - Direct (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 .
Mutual Fund Categories
Types of Mutual Funds
Debt Funds
Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors
Hybrid Funds
Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon
Equity Funds
Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors