3 Year Returns
N/A
NAV (₹)
12.5900
1 Day NAV Change
-0.24%
Fund Details
| Min. SIP Amount | ₹ 2500 |
| Min. Lumpsum Amount | ₹ 5000 |
| AUM | ₹ 2905.70 Cr |
| Expense Ratio | 2.65% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 24 Jan 2024 |
| Fund Age | 2 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 in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
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
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| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Pharmaceuticals | 16.18% | ₹ 470.144 | |
| Non Ferrous Metals | 8.86% | ₹ 257.451 | |
| Others | 8.42% | ₹ 244.763 | |
| Automobile | 8.27% | ₹ 240.235 | |
| Finance | 7.94% | ₹ 230.768 | |
| Telecom-Service | 5.25% | ₹ 152.539 | |
| Banks | 5.24% | ₹ 152.318 | |
| Steel | 4.89% | ₹ 142.173 | |
| Trading | 4.75% | ₹ 138.049 | |
| Alcoholic Beverages | 4.67% | ₹ 135.563 |
Stock Holdings
Last Updated: 30 Apr 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| TREPS | 14.58% | ₹ 423.516 | Debt Others | |
| Shriram Finance | 6.78% | ₹ 196.956 | Finance | |
| Aurobindo Pharma | 5.71% | ₹ 165.91 | Pharmaceuticals | |
| Maruti Suzuki | 4.58% | ₹ 133.14 | Automobile | |
| Bharti Airtel | 4.48% | ₹ 130.189 | Telecom-Service | |
| Axis Bank | 4.47% | ₹ 130.001 | Banks | |
| Tata Steel | 4.18% | ₹ 121.342 | Steel | |
| Alivus Life | 4.15% | ₹ 120.633 | Pharmaceuticals | |
| Redington | 4.05% | ₹ 117.822 | Trading | |
| Hindustan Zinc | 4.02% | ₹ 116.866 | Non Ferrous Metals |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
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
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