Old Bridge Mutual Fund

Old Bridge Mutual Fund is a Mumbai-based asset management company that received its SEBI registration in 2023. Sponsored by Old Bridge Capital Management, the AMC follows a "cycle-based" investment philosophy combined with a strong emphasis on margin of safety. Its name draws inspiration from ancient Roman engineering, where builders tested bridges by standing under them, symbolising the firm's focus on durability and prudent risk management.

The fund house adopts a high-conviction, concentrated investment approach. It focuses on identifying businesses early in their growth cycles, with an emphasis on capital efficiency and low leverage, aiming to generate long-term capital appreciation.

Here are some of the key advantages you can gain by selecting Old Bridge Mutual Fund for your investments:

1. Experienced Leadership: The AMC is guided by seasoned fund managers who follow a bottom-up stock-picking approach and focus on business cycles rather than short-term market movements.
2. Margin of Safety Philosophy: Rooted in a disciplined "Old Bridge" concept, the strategy prioritizes capital protection by investing with a strong margin of safety.
3. Concentrated Portfolio Approach: The fund maintains a focused set of high-conviction ideas instead of broad diversification, which can enhance performance during favourable cycles.
4. Low Turnover Strategy: A buy-and-hold philosophy results in lower portfolio churn, potentially reducing transaction costs and improving tax efficiency for investors.
5. Disciplined Risk Management: Preference is given to companies with strong cash flows and low leverage, helping to manage downside risk during volatile market conditions.

Planning to invest in the Old Bridge Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:

1. Register or Log In

   : Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.

2. Complete Your KYC

   : Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.

3. Explore Old Bridge Mutual Fund

   : Browse available Old Bridge Mutual Funds and shortlist those that align with your investment goals.

4. Choose Your Investment Mode

   : Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.

5. Monitor & Watch Your Investments Anytime

   : Invested in Old Bridge Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.

Investing in the Old Bridge Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:

The following set of documents is required to invest in a mutual fund:

• PAN Card - Mandatory for all investment transactions.
• Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
• KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).