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Return

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  • 1Y
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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹2500 & Lump. ₹5000

AUM (Fund size)

₹125 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 ₹10.2194 NAV as of Apr 01,2026 and returns since inception of --%. Minimum investments start at SIP ₹2500. The Old Bridge Arbitrage Fund Growth AUM is ₹125 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 0.56% returns, against a category average of -1.38% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.56-1.38126.76
6M0.000.69126.76
1Y0.003.78126.76
3Y0.009.99126.76

Portfolio Analysis

  • Equity: 71.31%
  • Debt: 28.69%
  • Others
As on: 2026-02-28
View allocation % by

1. HDFC Bank Limited7.03%
2. IDFC First Bank Limited2.73%
3. Kotak Mahindra Bank Ltd2.06%
4. Axis Bank Limited1.87%
5. ICICI Bank Limited1.08%

1. Glenmark Pharmaceuticals Limited2.95%
2. Aurobindo Pharma Limited1.24%
3. Biocon Limited0.86%
4. Laurus Labs Limited0.59%
5. Sun Pharmaceutical Industries Limited0.10%

1. Tata Steel Limited3.64%
2. JSW Steel Limited0.75%

1. Bajaj Finance Ltd4.18%
2. Shriram Finance Limited0.21%

1. Bharat Heavy Electricals Limited4.06%

1. Jio Financial Services Limited3.79%

1. DLF Limited2.95%
2. Godrej Properties Limited0.42%
3. Lodha Developers Limited0.18%
4. The Phoenix Mills Limited0.14%

1. HDFC Life Insurance Company Limited1.89%
2. ICICI Prudential Life Insurance Company Limited0.82%
3. SBI Life Insurance Company Limited0.24%

1. Punjab National Bank1.74%
2. Canara Bank0.93%
3. Bank of Baroda0.15%

1. GAIL (India) Limited2.01%

1. LIC Housing Finance Limited1.85%

1. ITC Limited1.57%

1. GMR Airports Limited1.52%

1. Tata Consultancy Services Limited1.26%
2. Tech Mahindra Limited0.20%
3. MphasiS Limited0.05%

1. Hindustan Aeronautics Limited0.94%
2. Bharat Electronics Limited0.46%

1. Crompton Greaves Consumer Electricals Limited1.34%

1. Mahindra & Mahindra Limited1.03%
2. Maruti Suzuki India Limited0.30%

1. Reliance Industries Limited1.23%
2. Bharat Petroleum Corporation Limited0.06%

1. Indus Towers Limited1.24%

1. Grasim Industries Limited0.95%
2. UltraTech Cement Limited0.15%
3. Ambuja Cements Limited0.08%

1. Trent Limited1.12%

1. NMDC Limited0.97%
2. Coal India Limited0.05%

About Fund

Old Bridge Arbitrage Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹125 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBank of India Multi Asset Allocation Fund Growth0348.03 CR2.02
This FundBajaj Finserv Balanced Advantage Fund Growth01281.43 CR2.08
This FundIDFC Arbitrage Fund Plan B Growth03418.72 CR1
This FundMirae Asset Multi Asset Allocation Fund Growth03190.84 CR1.86
This FundOld Bridge Arbitrage Fund Growth0124.98 CR0.99
Fund Name1Y3Y
This FundBank of India Multi Asset Allocation Fund Growth9.41090
This FundBajaj Finserv Balanced Advantage Fund Growth-1.52110
This FundIDFC Arbitrage Fund Plan B Growth
This FundMirae Asset Multi Asset Allocation Fund Growth10.47350
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 : 0.56%
  • 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 ₹ 10.2194 as on Apr 01,2026. 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 ₹125 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