Old Bridge Arbitrage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Old Bridge Arbitrage Fund Growth Fund Overview

Min. investment

SIP ₹2500 & Lump. ₹5000

AUM (Fund size)

₹223 Cr

Lock In Period

N/A

Expense Ratio

2

Exit Load

If redeemed/switched out within 7 days from the date of allotment: 0.25%If redeemed/switched out after 7 days from the date of allotment - Nil.

Benchmark

Nifty 50 Arbitrage TRI Index

Old Bridge Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.44-1.671.13
6M2.502.573.86
1Y0.003.047.73
3Y0.0010.5524.18

Portfolio Analysis

  • Equity: 85.17%
  • Debt: 14.83%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Limited5.67%
2. HDFC Bank Limited5.42%
3. Axis Bank Limited2.85%
4. IDFC First Bank Limited2.33%
5. The Federal Bank Limited0.92%
6. Kotak Mahindra Bank Ltd0.68%
7. Yes Bank Limited0.41%
8. IndusInd Bank Limited0.16%
9. AU Small Finance Bank Limited0.05%

1. State Bank of India1.68%
2. Punjab National Bank1.68%
3. Canara Bank1.42%
4. Bank of Baroda1.07%
5. Bank of India0.63%
6. Union Bank of India0.34%

1. Reliance Industries Limited6.65%
2. Bharat Petroleum Corporation Limited0.03%

1. Glenmark Pharmaceuticals Limited2.13%
2. Divi's Laboratories Limited1.49%
3. Sun Pharmaceutical Industries Limited0.53%
4. Biocon Limited0.51%
5. Aurobindo Pharma Limited0.04%

1. Indus Towers Limited4.42%

1. Bharti Airtel Limited4.37%

1. Tata Steel Limited2.09%
2. JSW Steel Limited1.62%

1. HDFC Asset Management Company Limited2.47%

1. UltraTech Cement Limited1.62%
2. Ambuja Cements Limited0.54%
3. Grasim Industries Limited0.26%

1. Bharat Heavy Electricals Limited2.35%
2. Inox Wind Limited0.06%

1. Tata Power Company Limited1.67%
2. NTPC Limited0.49%

1. Apollo Hospitals Enterprise Limited1.30%
2. Fortis Healthcare Limited0.57%

1. Hindustan Aeronautics Limited1.42%
2. Bharat Electronics Limited0.29%

1. Tata Consumer Products Limited1.61%

1. Jio Financial Services Limited1.55%

1. Hindustan Uever Limited0.66%
2. Dabur India Limited0.53%
3. Godrej Consumer Products Limited0.30%

1. Hindalco Industries Limited1.44%

1. HDFC Life Insurance Company Limited0.99%
2. ICICI Prudential Life Insurance Company Limited0.24%
3. SBI Life Insurance Company Limited0.06%

1. LIC Housing Finance Limited1.28%

1. Coal India Limited0.85%
2. NMDC Limited0.37%

1. DLF Limited0.71%
2. Godrej Properties Limited0.35%
3. The Phoenix Mills Limited0.09%

1. Bajaj Finserv Limited1.06%
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About Fund Old Bridge Arbitrage Fund Growth

Old Bridge Arbitrage Fund Growth managed by Old Bridge Mutual Fund,is a Arbitrage Fundsscheme with Assets Under Management of ₹223 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage TRI Index while maintaining an expense ratio of 2. Under the expert guidance of Kenneth Joseph Andrade ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Kenneth Joseph Andrade

Mr. Kenneth Joseph Andrade holds B. Com, Post Graduate Diploma in Financial Management. Mr. Kenneth Andrade has over 30 years of experience in Indian Capital Markets, portfolio management and investment research. Kenneth is the Founder of Old Bridge Capital Management Private Ltd (OBCMPL). and was Chief Investment Officer of OBCMPL where he was managing the investment process and leads investment ideation. He has a 15-year track record managing equity funds. In his previous assignments Kenneth has worked with IDFC Asset Management Company Limited as Chief Investment Officer. He has also worked as a fund manager with Kotak Mahindra Asset Management Company Limited.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Franklin India Arbitrage Fund Growth01,905 CR1.89
Capitalmind Arbitrage Fund Growth022 CR2
Old Bridge Arbitrage Fund Growth0222 CR2
HDFC Arbitrage Fund - Growth025,084 CR2.11
Fund Name1Y3Y
This FundFranklin India Arbitrage Fund Growth6.40960
This FundCapitalmind Arbitrage Fund Growth00
This FundOld Bridge Arbitrage Fund Growth00
This FundHDFC Arbitrage Fund - Growth5.899321.9022

Old Bridge Arbitrage Fund Growth FAQs

Old Bridge Arbitrage Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Old Bridge Arbitrage Fund Growth is 2. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Old Bridge Arbitrage Fund Growth’s fund performance is as follows:
  • 1 Month : 0.44%
  • 6 Months : 2.50%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Old Bridge Arbitrage Fund Growth are updated daily based on NAV of ₹ 10.4824 as on Sep 30,2026. Since inception, the return has been 0.00%.

You can invest in Old Bridge Arbitrage Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Old Bridge Arbitrage Fund Growth is ₹223 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Old Bridge Arbitrage Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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