Old Bridge Flexi Cap Fund Direct Growth

Old Bridge Flexi Cap Fund Direct Growth

1M
All
NAV: 02 Sep '26
₹11.37
Min. for SIP
₹1,000
Fund size (AUM)
₹256.39 Cr
Expense ratio
1.63%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,037
+0.25%
6 months₹30,000₹31,512
+5.04%

Holdings (37)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo5.34%
Mahindra & Mahindra Financial Services LtdFinancialEquity3.94%
Balkrishna Industries LtdConsumer DiscretionaryEquity3.77%
Star Health & Allied Insurance Co. LtdFinancialEquity3.61%
Shriram Transport Finance Company LtdFinancialEquity3.51%
RBL Bank LtdFinancialEquity3.34%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity3.18%
The Federal Bank LtdFinancialEquity3.11%
Gujarat Ambuja Exports LtdConsumer StaplesEquity3.07%
Tata Motors LtdConsumer DiscretionaryEquity3.05%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity3.03%
Aurobindo Pharma LtdHealthcareEquity2.97%
Jubilant Ingrevia LtdMaterialsEquity2.87%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity2.84%
Redington LtdTechnologyEquity2.76%
Glenmark Pharmaceuticals LtdHealthcareEquity2.57%
Interglobe Aviation LtdIndustrialsEquity2.56%
Action Construction Equipment LtdIndustrialsEquity2.55%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity2.55%
Delhivery LtdIndustrialsEquity2.44%
Vedanta Aluminium Metal LtdMaterialsEquity2.43%
Akums Drugs And Pharmaceuticals Ltd.HealthcareEquity2.39%
Marksans Pharma LtdHealthcareEquity2.37%
Balrampur Chini Mills LtdConsumer StaplesEquity2.33%
Tata Steel LtdMaterialsEquity2.31%
DLF LtdReal EstateEquity2.30%
Larsen & Toubro LtdIndustrialsEquity2.21%
Deepak Fertilisers & Petrochemicals Corporation LtdMaterialsEquity2.21%
NCC LtdIndustrialsEquity2.17%
Yatra Online Ltd.Consumer DiscretionaryEquity2.14%
Hindalco Industries LtdMaterialsEquity2.13%
Zydus Lifesciences LtdHealthcareEquity2.11%
Avenue Supermarts LtdConsumer StaplesEquity2.10%
EPL LtdMaterialsEquity1.95%
Net ReceivablesUnspecifiedNet Receivables1.94%
Go Digit General Insurance Ltd.FinancialEquity1.93%
Vardhman Textiles LtdConsumer DiscretionaryEquity1.92%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns+7.0%+7.0%--+15.1%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)2222----

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 365 days

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

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Bank of India Flexi Cap Fund Direct Growth
+14.84%+20.97%2,786.40
ITI Flexi Cap Fund Direct Growth
ITI Flexi Cap Fund Direct Growth
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HSBC Flexi Cap Fund Direct Growth
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HDFC Flexi Cap Direct Plan Growth
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Compare

Fund management

KA
Kenneth Andrade
Feb 2026 - Present
View details

Education
Mr. Andrade is a B.Com (H) from Mumbai University.
Experience
He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.

About Old Bridge Flexi Cap Fund Direct Growth

Old Bridge Flexi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Old Bridge Mutual Fund. This scheme was made available to investors on 01 Sep 2023. Kenneth Andrade is the Current Fund Manager of Old Bridge Flexi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,455 Cr and the Latest NAV as of 02 Sep 2026 is ₹11.37. The Old Bridge Flexi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 365 days ;

Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization.
Fund benchmarkBSE 500 Total Return Index

Fund house

Rank (total assets)--
Total AUM₹4,455.02 Cr
Date of Incorporation01 Sep 2023
Launch Date01 Sep 2023
Address1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051
CustodianDeutsche Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,