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Old Bridge Flexi Cap Fund - Regular (IDCW)

EquityFlexi Cap Fund

Last Updated NAV Date: 14 Aug 2026

3 Year Returns

N/A

NAV (₹)

11.4300

1 Day NAV Change

-0.44%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 2500
Min. Lumpsum Amount₹ 5000
AUM₹ 256.39 Cr
Expense Ratio3.11%
Lock-in PeriodNo Lock-in Period
Inception Date02 Mar 2026
Fund Age0 Yrs

Exit Load

If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil

Fund’s Investment Objective

To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization. There is no assurance or guarantee that the objectives of the scheme will be achieved.

Calculate Your Mutual Fund Returns

Returns Estimator

Estimation is based on the past performance

Expected Rate of Return

The value of your investment after 5 Years will be

₹4,12,432

Invested Amount

₹3,00,000

Est. Returns

₹1,12,432

Scheme’s Historical Return

1 Month Return3.33%
3 Month Return9.54%

Asset Allocation

AUM

₹1,33,309.00 Cr

Cash Holdings

21.45%

Equity

70.84%

Cash

21.45%

Debt

1.71%

Other

6%

Sector Holdings

Last Updated: 31 Jul 2026
SectorsAllocationWeightageValue (in Cr.)
Others
18.86%₹ 48.363
Pharmaceuticals
13.38%₹ 34.302
Finance
8.04%₹ 20.609
Infrastructure Developers & Operators
8.00%₹ 20.516
Banks
6.95%₹ 17.826
Automobile
6.72%₹ 17.225
Insurance
5.98%₹ 15.331
Chemicals
5.48%₹ 14.048
Non Ferrous Metals
4.91%₹ 12.597
Tyres
4.07%₹ 10.431

Stock Holdings

Last Updated: 31 Jul 2026
NameAllocationWeightageValue (in Cr.)Sector
TREPS
5.34%₹ 13.696Debt Others
M & M Fin. Serv.
3.94%₹ 10.107Finance
Balkrishna Inds
3.77%₹ 9.671Tyres
Star Health Insu
3.61%₹ 9.255Insurance
Shriram Finance
3.51%₹ 9.002Finance
RBL Bank
3.34%₹ 8.561Banks
M & M
3.18%₹ 8.156Automobile
Federal Bank
3.11%₹ 7.967Banks
Guj. Ambuja Exp
3.07%₹ 7.865FMCG
Tata Motors PVeh
3.05%₹ 7.814Automobile

Fund Manager Details

Mr. Kenneth Andrade has over 30 years of experience in Indian Capital Markets, portfolio management and investment research. Kenneth is the Founder of Old Bridge Capital Management Private Ltd (OBCMPL). and was Chief Investment Officer of OBCMPL where he was managing the investment process and leads investment ideation. He has a 15-year track record managing equity funds. In his previous assignments Kenneth has worked with IDFC Asset Management Company Limited as Chief Investment Officer. He has also worked as a fund manager with Kotak Mahindra Asset Management Company Limited. B. Com, Post Graduate Diploma in Financial Management

Risk-O-Meter

Very High Risk

Investors understand that their principal will be at Very High Risk

Risk Scale

Low
Moderately Low
Moderate
Moderately High
High
Very High

AMC Information

Old Bridge Mutual Fund

Funds Managed

3

Assets Managed

₹ 3,418.84 Cr

Contact Details

www.oldbridgemf.com
services@oldbridgemf.com
022 69459999

Registered Address

1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051

Managing Director

N/A

Chief Executive Officer

Ruchi Pandey

Compliance Officer

Jyoti Moitra

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Disclaimer

The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...

Frequently Asked Questions

You can withdraw your investment from Old Bridge Flexi Cap Fund - Regular (IDCW) through your mutual fund app, AMC website, or demat or stock broker online account at the applicable NAV.
The minimum investment for Old Bridge Flexi Cap Fund - Regular (IDCW) is ₹ 5000 for Lumpsum and ₹ 2500 for SIP. You can open a demat account or login to the existing stock broker online account to get started.
Old Bridge Flexi Cap Fund - Regular (IDCW) has a lock-in period of No Lock-in Period. Schemes with a lock-in restrict withdrawals or redemptions for that duration, while schemes with no lock-in allow you to redeem anytime.
The average annualized return of Old Bridge Flexi Cap Fund - Regular (IDCW) over the past three years is N/A.
The current NAV of Old Bridge Flexi Cap Fund - Regular (IDCW) is 11.4300.
The Expense ratio of Old Bridge Flexi Cap Fund - Regular (IDCW) is 3.11%. It is an annual charge for running the mutual fund. You can find the same on the factsheet and the Asset Management Companies website.
The latest AUM of the Old Bridge Flexi Cap Fund - Regular (IDCW) fund is ₹ 256.39 Cr. It represents the total assets held and managed by the fund.
The exit load for Old Bridge Flexi Cap Fund - Regular (IDCW) is If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil.
The fund managers of the Old Bridge Flexi Cap Fund - Regular (IDCW) are Kenneth Andrade. However, with management's discretion, the fund manager could also change during the tenure.
Old Bridge Flexi Cap Fund - Regular (IDCW) was launched on 02 Mar 2026. Since then, the fund has formed an NAV (Net Asset Value) of 11.4300.

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