Old Bridge Flexi Cap Fund Direct Growth

Old Bridge Flexi Cap Fund Direct Growth
Very High Risk
Launch date13 Feb 2026
Allotment date02 Mar 2026
End date23 Feb 2026
NAV₹10.00
NFO will close in 2 days
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
13 Feb 2026
Exit load of 1%, if redeemed within 365 days
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadExit load of 1%, if redeemed within 365 days
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000
Fund managementKenneth 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.
Also manages these schemes
Old Bridge Flexi Cap Fund Direct Growth
Old Bridge Focused Fund Direct Growth
Old Bridge Arbitrage Fund Direct Growth
Fund house & investment objective
Old Bridge Mutual Fund
Rank (total assets)NA
Total AUM₹2,536.13Cr
Date of Incorporation01 Sep 2023
    Old Bridge Flexi Cap Fund Direct Growth is a NA 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 ₹2,536 Cr and     the Latest NAV as of 13 Feb 2026 is ₹10.00.  

    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
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Investment ObjectiveThe scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization. 
 
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Fund benchmarkBSE 500 Total Return Index
Scheme Information Document(SID)
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
Website
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Mid Cap Fund Direct Growth
3
12.7%23.0%12,223.43
Nippon India Small Cap Fund Direct Growth
4
11.1%21.8%65,812.16
Franklin India Small Cap Fund Direct Growth
3
8.6%20.0%12,763.51
HDFC Small Cap Fund Direct Growth
4
12.4%19.4%36,940.54
Franklin India Technology Fund Direct Growth
NA
-6.7%17.4%1,937.75

Rank (total assets)	NA
Total AUM	₹2,536.13Cr

Date of Incorporation	01 Sep 2023

Fund benchmark	BSE 500 Total Return Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Mid Cap Fund Direct Growth	3	12.7%	23.0%	12,223.43
Nippon India Small Cap Fund Direct Growth	4	11.1%	21.8%	65,812.16
Franklin India Small Cap Fund Direct Growth	3	8.6%	20.0%	12,763.51
HDFC Small Cap Fund Direct Growth	4	12.4%	19.4%	36,940.54
Franklin India Technology Fund Direct Growth	NA	-6.7%	17.4%	1,937.75