Old Bridge Flexi Cap Fund - Regular (IDCW)

EquityFlexi Cap Fund

Last Updated NAV Date: 01 Jun 2026

3 Year Returns

N/A

NAV (₹)

10.5200

1 Day NAV Change

-0.66%

No chart data available for this period.

Fund Details

Min. SIP Amount₹ 2500
Min. Lumpsum Amount₹ 5000
AUM₹ 152.62 Cr
Expense Ratio2.47%
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

Calculator

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 Return0.19%
3 Month Return-
6 Month Return-
1 Year Return-
3 Year Return-
5 Year Return-

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: 30 Apr 2026
SectorsAllocationWeightageValue (in Cr.)
Others
19.86%30.309
Pharmaceuticals
12.68%19.351
Banks
8.95%13.66
Finance
6.78%10.353
Automobile
6.28%9.585
Chemicals
6.14%9.367
Insurance
5.59%8.525
Infrastructure Developers & Operators
5.51%8.414
Non Ferrous Metals
4.70%7.175
Miscellaneous
3.75%5.723

Stock Holdings

Last Updated: 30 Apr 2026
NameAllocationWeightageValue (in Cr.)Sector
TREPS
9.23%14.094Debt Others
Guj. Ambuja Exp
3.34%5.093FMCG
Shriram Finance
3.26%4.968Finance
M & M
3.25%4.956Automobile
Aurobindo Pharma
3.15%4.815Pharmaceuticals
Glenmark Pharma.
3.07%4.692Pharmaceuticals
Deepak Fertilis.
3.03%4.618Chemicals
Interglobe Aviat
3.01%4.596Air Transport Service
Hindalco Inds.
2.99%4.567Non Ferrous Metals
Larsen & Toubro
2.97%4.536Infrastructure Developers & Operators

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

₹ 2,566.10 Cr

Contact Details

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

Rashmita Prajapati

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

The Net Asset Value (NAV) of Old Bridge Flexi Cap Fund - Regular (IDCW) is updated at the end of every business day. You can check the latest NAV in the header section of this page.
You can invest in Old Bridge Flexi Cap Fund - Regular (IDCW) online through the Anand Rathi AR Invest app or website. Simply log in, complete your KYC if not already done, and choose between SIP or Lumpsum investment modes.
Exit load varies by scheme. For Old Bridge Flexi Cap Fund - Regular (IDCW), please refer to the "Fund Details" section above to see if any exit load applies for early redemptions.
Mutual funds are generally suitable for long-term wealth creation. However, suitability depends on your individual risk appetite and financial goals. You should review the riskometer and fund performance before investing.
Once you invest, you can track your portfolio performance, NAV changes, and transaction history in real-time through the AR Invest dashboard.

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