| Launch date | 13 Feb 2026 |
| Allotment date | 02 Mar 2026 |
| End date | 23 Feb 2026 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.92%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days
Stamp duty
0.005% (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.
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹1,000 |
Fund management
Kenneth AndradeFeb 2026 - PresentView details
Fund house & investment objective
| Rank (total assets) | -- |
|---|---|
| Total AUM | ₹2,586.22Cr |
| Date of Incorporation | 01 Sep 2023 |
|---|
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 ₹2,586 Cr and the Latest NAV as of 02 Apr 2026 is ₹9.93. 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 benchmark | BSE 500 Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
ITI Flexi Cap Fund Direct Growth | 5 | 3.9% | 20.1% | 1,266.92 |
HDFC Flexi Cap Direct Plan Growth | 5 | 1.1% | 18.8% | 1,00,455.32 |
Invesco India Flexi Cap Fund Direct Growth | 5 | -2.3% | 18.1% | 4,679.85 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 1.6% | 17.7% | 1,34,253.17 |
Franklin India Flexi Cap Fund Direct Growth | 4 | -2.1% | 16.0% | 19,597.86 |