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Old Bridge Arbitrage Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Old Bridge Arbitrage Fund Growth Fund Overview

Min. investment

SIP ₹2500 & Lump. ₹5000

AUM (Fund size)

₹174 Cr

Lock In Period

N/A

Expense Ratio

0.99

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

Summary

Old Bridge Arbitrage Fund Growth NAV is ₹10.3255 as of 22 Jun, 2026. Old Bridge Arbitrage Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Old Bridge Arbitrage Fund Growth is ₹2500. The AUM of Old Bridge Arbitrage Fund Growth is ₹174 Cr. The expense ratio of the fund is 0.99%, and its benchmark is Nifty 50 Arbitrage TRI Index. The current exit load of the fund 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 last 1M months, Old Bridge Arbitrage Fund Growth has delivered 0.38% returns.

Old Bridge Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.380.07126.76
6M2.691.53126.76
1Y0.003.94126.76
3Y0.0012.24126.76

Portfolio Analysis

  • Equity: 84.11%
  • Debt: 15.89%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited6.02%
2. HDFC Bank Limited3.80%
3. IDFC First Bank Limited2.74%
4. Kotak Mahindra Bank Ltd1.41%
5. Axis Bank Limited1.34%
6. IndusInd Bank Limited1.14%

1. Bharti Airtel Limited5.65%

1. JSW Steel Limited3.87%
2. Tata Steel Limited1.12%

1. Bharat Heavy Electricals Limited4.59%
2. Inox Wind Limited0.08%

1. Glenmark Pharmaceuticals Limited2.45%
2. Divi's Laboratories Limited0.77%
3. Biocon Limited0.43%
4. Aurobindo Pharma Limited0.09%
5. Sun Pharmaceutical Industries Limited0.07%

1. Punjab National Bank1.41%
2. State Bank of India0.71%
3. Bank of Baroda0.68%
4. Union Bank of India0.51%
5. Canara Bank0.46%

1. UltraTech Cement Limited1.92%
2. Grasim Industries Limited1.08%
3. Ambuja Cements Limited0.56%

1. Reliance Industries Limited3.53%
2. Bharat Petroleum Corporation Limited0.03%

1. Indus Towers Limited2.90%

1. HDFC Life Insurance Company Limited2.45%
2. SBI Life Insurance Company Limited0.08%

1. LIC Housing Finance Limited2.33%

1. Shriram Finance Limited1.84%
2. Bajaj Finance Ltd0.47%

1. Tata Power Company Limited1.51%
2. NTPC Limited0.80%

1. Tata Consumer Products Limited2.27%

1. DLF Limited1.04%
2. Godrej Properties Limited0.33%
3. Lodha Developers Limited0.30%
4. The Phoenix Mills Limited0.11%

1. Jio Financial Services Limited1.78%

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

1. Godrej Consumer Products Limited0.80%
2. Dabur India Limited0.54%
3. Hindustan Unilever Limited0.26%

1. GAIL (India) Limited1.54%

1. Larsen & Toubro Limited1.15%

1. Power Grid Corporation of India Limited1.11%

1. Bajaj Finserv Limited1.06%

1. Crompton Greaves Consumer Electricals Limited0.96%
2. Amber Enterprises India Limited0.09%

About Fund Old Bridge Arbitrage Fund Growth

Old Bridge Arbitrage Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹174 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
Capitalmind Multi Asset Allocation Fund Growth036.04 CR2
Bank of India Multi Asset Allocation Fund Growth0358.77 CR2.05
LIC MF Multi Asset Allocation Fund Growth0963.62 CR2
Old Bridge Arbitrage Fund Growth0173.88 CR0.99
Fund Name1Y3Y
This FundCapitalmind Multi Asset Allocation Fund Growth00
This FundBank of India Multi Asset Allocation Fund Growth11.0330
This FundLIC MF Multi Asset Allocation Fund Growth8.74310
This FundOld Bridge Arbitrage Fund Growth00

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 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 : 0.38%
  • 6 Months : 2.69%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Old Bridge Arbitrage Fund Growth are updated daily based on NAV of ₹ 10.3255 as on Jun 19,2026. 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 ₹174 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.