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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹2500 & Lump. ₹5000

AUM (Fund size)

₹140 Cr

Lock In Period

N/A

Expense Ratio

0.99

Benchmark

Nifty 50 Arbitrage TRI Index

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.

Summary

Latest details for Old Bridge Arbitrage Fund Growth include a ₹10.2496 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹2500. The Old Bridge Arbitrage Fund Growth AUM is ₹140 Cr, with a lock-in of N/A years, expense ratio of 0.99%, and benchmark Nifty 50 Arbitrage TRI Index. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 0.44% returns, against a category average of -1.23% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.44-1.23126.76
6M0.000.45126.76
1Y0.003.05126.76
3Y0.009.55126.76

Portfolio Analysis

  • Equity: 64.38%
  • Debt: 35.62%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited5.08%
2. ICICI Bank Limited4.34%
3. IDFC First Bank Limited1.95%
4. Kotak Mahindra Bank Limited1.76%
5. IndusInd Bank Limited1.58%
6. Axis Bank Limited1.29%

1. Bajaj Finance Limited3.00%
2. Shriram Finance Limited1.85%

1. Punjab National Bank1.21%
2. Bank of Baroda0.93%
3. State Bank of India0.79%
4. Canara Bank0.54%

1. Bharat Heavy Electricals Limited3.36%
2. Inox Wind Limited0.08%

1. Glenmark Pharmaceuticals Limited2.51%
2. Biocon Limited0.39%
3. Aurobindo Pharma Limited0.10%
4. Divi's Laboratories Limited0.08%

1. DLF Limited2.17%
2. Godrej Properties Limited0.32%
3. Lodha Developers Limited0.22%
4. The Phoenix Mills Limited0.11%

1. Bharti Airtel Limited2.60%

1. Tata Steel Limited1.96%
2. JSW Steel Limited0.38%

1. HDFC Life Insurance Company Limited1.53%
2. ICICI Prudential Life Insurance Company Limited0.57%
3. SBI Life Insurance Company Limited0.14%

1. Larsen & Toubro Limited2.23%

1. Jio Financial Services Limited2.22%

1. Ambuja Cements Limited0.66%
2. Grasim Industries Limited0.64%
3. UltraTech Cement Limited0.57%

1. Tata Consultancy Services Limited1.00%
2. MphasiS Limited0.77%

1. Godrej Consumer Products Limited0.84%
2. Dabur India Limited0.62%
3. Hindustan Unilever Limited0.13%

1. Reliance Industries Limited1.49%
2. Bharat Petroleum Corporation Limited0.04%

1. GAIL (India) Limited1.33%

1. LIC Housing Finance Limited1.10%

1. Tata Power Company Limited0.86%
2. NTPC Limited0.20%

1. NMDC Limited1.03%

About Fund

Old Bridge Arbitrage Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹140 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage TRI Index while maintaining an expense ratio of 0.99. 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
This Fund360 ONE Multi Asset Allocation Fund Growth0387.75 CR1.99
This FundHelios Balanced Advantage Fund Growth0291.86 CR2.43
This FundWhiteOak Capital Equity Savings Fund Growth0228.72 CR2.11
This FundOld Bridge Arbitrage Fund Growth0140.17 CR0.99
Fund Name1Y3Y
This Fund360 ONE Multi Asset Allocation Fund Growth00
This FundHelios Balanced Advantage Fund Growth4.48310
This FundWhiteOak Capital Equity Savings Fund Growth8.73940
This FundOld Bridge Arbitrage Fund Growth00

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 0.99. 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 : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Old Bridge Arbitrage Fund Growth are updated daily based on NAV of ₹ 10.2496 as on Apr 22,2026. 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 ₹140 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.
Min Inv Amount: ₹500