Old Bridge Flexi Cap Fund Direct Growth

Old Bridge Flexi Cap Fund Direct Growth

1M
6M
All
NAV: 13 Oct '26
₹10.87
Min. for SIP
₹1,000
Fund size (AUM)
₹450.88 Cr
Expense ratio
1.56%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹14,620
-2.53%
6 months₹30,000₹29,701
-1.00%

Holdings (36)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo8.56%
Shriram Transport Finance Company LtdFinancialEquity4.01%
Hindalco Industries LtdMaterialsEquity3.99%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity3.89%
Gujarat Ambuja Exports LtdConsumer StaplesEquity3.76%
Star Health & Allied Insurance Co. LtdFinancialEquity3.60%
Interglobe Aviation LtdIndustrialsEquity3.40%
Balkrishna Industries LtdConsumer DiscretionaryEquity3.39%
NCC LtdIndustrialsEquity3.33%
Aurobindo Pharma LtdHealthcareEquity3.27%
Redington LtdTechnologyEquity3.20%
Zydus Lifesciences LtdHealthcareEquity3.14%
Glenmark Pharmaceuticals LtdHealthcareEquity2.90%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity2.87%
Akums Drugs And Pharmaceuticals Ltd.HealthcareEquity2.80%
Mahindra & Mahindra Financial Services LtdFinancialEquity2.75%
Balrampur Chini Mills LtdConsumer StaplesEquity2.75%
RBL Bank LtdFinancialEquity2.71%
Vardhman Textiles LtdConsumer DiscretionaryEquity2.71%
Action Construction Equipment LtdIndustrialsEquity2.57%
ACME Solar Holdings Ltd.Energy & UtilitiesEquity2.51%
The Federal Bank LtdFinancialEquity2.43%
Tata Steel LtdMaterialsEquity2.42%
United Breweries LtdConsumer StaplesEquity2.41%
Avenue Supermarts LtdConsumer StaplesEquity2.38%
Mahindra & Mahindra LtdConsumer DiscretionaryEquity2.36%
Larsen & Toubro LtdIndustrialsEquity2.03%
Tata Motors LtdConsumer DiscretionaryEquity1.98%
EPL LtdMaterialsEquity1.92%
DLF LtdReal EstateEquity1.76%
Marksans Pharma LtdHealthcareEquity1.75%
Jubilant Ingrevia LtdMaterialsEquity1.74%
Yatra Online Ltd.Consumer DiscretionaryEquity1.67%
Deepak Fertilisers & Petrochemicals Corporation LtdMaterialsEquity1.65%
Delhivery LtdIndustrialsEquity1.55%
Net PayablesUnspecifiedNet Payables-0.16%
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
Name1M3M6MAll
Fund returns-3.3%-2.7%+5.1%+8.7%
Category average (Equity Flexi Cap)---2.9%+4.2%+172.4%
Rank (Equity Flexi Cap)--2225--

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

Name1Y3YFund Size(Cr)
ITI Flexi Cap Fund Direct Growth
ITI Flexi Cap Fund Direct Growth
+10.77%+18.30%1,588.27
Bank of India Flexi Cap Fund Direct Growth
Bank of India Flexi Cap Fund Direct Growth
+9.10%+18.28%3,098.01
HSBC Flexi Cap Fund Direct Growth
HSBC Flexi Cap Fund Direct Growth
+4.16%+15.00%5,748.73
HDFC Flexi Cap Direct Plan Growth
HDFC Flexi Cap Direct Plan Growth
-3.32%+14.53%1,08,546.97
Franklin India Flexi Cap Fund Direct Growth
Franklin India Flexi Cap Fund Direct Growth
-6.66%+9.36%18,188.24
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 ₹5,247 Cr and the Latest NAV as of 13 Oct 2026 is ₹10.87. 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₹5,246.54 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,