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1M
6M
1Y
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NAV: 10 Oct 2025
₹12.13
Rating
NA
Min. SIP amount
₹2,500
Fund size
₹2,046.26Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Maruti Suzuki India Ltd. | Automobile | Equity | 6.10% |
Redington Ltd. | Services | Equity | 5.60% |
Shriram Finance Ltd | Financial | Equity | 5.38% |
HCL Technologies Ltd. | Technology | Equity | 5.25% |
Bharti Airtel Ltd. | Communication | Equity | 4.87% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 4.80% |
UPL Ltd. | Chemicals | Equity | 4.74% |
Tata Steel Ltd. | Metals & Mining | Equity | 4.49% |
Prestige Estates Projects Ltd. | Construction | Equity | 4.45% |
Interglobe Aviation Ltd. | Services | Equity | 4.16% |
Granules India Ltd. | Healthcare | Equity | 4.00% |
Indian Energy Exchange Ltd. | Services | Equity | 3.87% |
Hindustan Zinc Ltd. | Metals & Mining | Equity | 3.70% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 3.69% |
Kaveri Seed Company Ltd. | Consumer Staples | Equity | 3.51% |
Ramkrishna Forgings Ltd. | Metals & Mining | Equity | 3.34% |
Infosys Ltd. | Technology | Equity | 3.24% |
Radico Khaitan Ltd. | Consumer Staples | Equity | 3.22% |
Alivus Life Sciences Ltd | Healthcare | Equity | 3.11% |
The Great Eastern Shipping Company Ltd. | Energy | Equity | 2.75% |
Restaurant Brands Asia Ltd. | Services | Equity | 1.88% |
Antony Waste Handling Cell Ltd. | Services | Equity | 1.69% |
Barbeque-Nation Hospitality Ltd. | Services | Equity | 1.53% |
See All
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹2,500 |
Returns and rankings
Category: Equity Flexi Cap
Absolute returns
| 3M | 6M | 1Y | All | |
|---|---|---|---|---|
| Fund returns | -3.6% | 5.2% | -6.0% | 19.5% |
| Category average | NA | NA | -1.9% | NA |
| Rank with in category | 89 | 85 | 76 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | 3.6% | 25.0% | 3,999.72 |
HDFC Flexi Cap Direct Plan Growth | 5 | 7.7% | 24.5% | 85,559.59 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.6% | 22.5% | 1,19,723.33 |
HSBC Flexi Cap Fund Direct Growth | 4 | 0.1% | 21.7% | 5,049.19 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 0.3% | 19.8% | 18,912.06 |
Expense ratio, exit load and tax
Expense ratio: 1.02%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (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%.
Understand terms
Check past data
Fund management
Kenneth AndradeJan 2024 - PresentView details
Kenneth Andrade
Jan 2024 - 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.
Also manages these schemes
Tarang AgrawalJan 2024 - PresentView details
Tarang Agrawal
Jan 2024 - Present
View details
Education
Mr. Agrawal has done B.Com and CFA
Experience
Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051
Phone
022-65369100
Launch Date
01 Sep 2023
E-mail
www.oldbridgemf.com
Old Bridge Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Equity Flexi Cap
Pros
Lower expense ratio: 1.02%
Cons
1Y annualised returns lower than category average by 2.4%
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