Old Bridge Flexi Cap Fund Direct Growth

Old Bridge Flexi Cap Fund Direct Growth

1M
All
NAV: 13 Apr '26
₹10.34
Min. for SIP
₹1,000
Fund size (AUM)
₹114.37 Cr
Expense ratio
0.92%
Rating
--

Holdings (19)

NameSectorInstrumentsAssets
Glenmark Pharmaceuticals Ltd.HealthcareEquity3.26%
Shriram Finance LtdFinancialEquity3.20%
Gujarat Ambuja Exports Ltd.Consumer StaplesEquity2.82%
Bharti Airtel Ltd.CommunicationEquity2.77%
Axis Bank Ltd.FinancialEquity2.74%
Aurobindo Pharma Ltd.HealthcareEquity2.36%
Go Digit General Insurance Ltd.InsuranceEquity2.28%
RBL Bank Ltd.FinancialEquity2.25%
International Gemmological Institute (India) Ltd.Consumer DiscretionaryEquity1.99%
Hindalco Industries Ltd.Metals & MiningEquity1.93%
Tata Steel Ltd.Metals & MiningEquity1.93%
Larsen & Toubro Ltd.ConstructionEquity1.84%
Balkrishna Industries Ltd.AutomobileEquity1.82%
Mahindra & Mahindra Ltd.AutomobileEquity1.81%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity1.81%
DLF Ltd.ConstructionEquity1.76%
Star Health and Allied Insurance Company Ltd.InsuranceEquity1.54%
Balrampur Chini Mills Ltd.Consumer StaplesEquity1.52%
Jubilant FoodWorks Ltd.ServicesEquity1.29%
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+3.4%----+3.6%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--------

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

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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 ₹2,587 Cr and the Latest NAV as of 13 Apr 2026 is ₹10.34. 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₹2,587.49 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,