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Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
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 ₹10.1947 NAV as of Mar 11,2026 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 0.36% returns, against a category average of -1.89% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.36-1.89126.76
6M0.000.41126.76
1Y0.004.08126.76
3Y0.0010.60126.76

Portfolio Analysis

  • Equity: 73.23%
  • Debt: 26.77%
  • Others
As on: 2026-01-31
View allocation % by

1. HDFC Bank Limited4.31%
2. Axis Bank Limited2.77%
3. Kotak Mahindra Bank Limited2.29%
4. IDFC First Bank Limited2.11%
5. ICICI Bank Limited1.05%
6. Bandhan Bank Limited0.43%
7. Yes Bank Limited0.17%

1. Tata Steel Limited3.25%
2. JSW Steel Limited0.77%

1. Glenmark Pharmaceuticals Limited2.57%
2. Biocon Limited1.17%
3. Aurobindo Pharma Limited0.17%

1. DLF Limited2.81%
2. Godrej Properties Limited0.63%
3. Lodha Developers Limited0.19%
4. The Phoenix Mills Limited0.15%

1. State Bank of India1.99%
2. Punjab National Bank1.28%
3. Bank of India0.44%
4. Bank of Baroda0.07%

1. Bharat Electronics Limited2.29%
2. Hindustan Aeronautics Limited1.18%

1. Amber Enterprises India Limited2.24%
2. Crompton Greaves Consumer Electricals Limited1.15%

1. Bajaj Finance Limited3.03%
2. Shriram Finance Limited0.21%

1. Indus Towers Limited3.09%

1. Jio Financial Services Limited2.29%

1. Maruti Suzuki India Limited1.86%
2. Mahindra & Mahindra Limited0.18%

1. HDFC Life Insurance Company Limited0.82%
2. SBI Life Insurance Company Limited0.77%
3. ICICI Prudential Life Insurance Company Limited0.45%

1. Bharat Heavy Electricals Limited2.00%

1. Larsen & Toubro Limited1.87%

1. Eternal Limited1.81%

1. ITC Limited1.71%

1. Reliance Industries Limited1.01%
2. Hindustan Petroleum Corporation Limited0.44%

1. Tech Mahindra Limited0.62%
2. Infosys Limited0.50%
3. MphasiS Limited0.19%

1. Grasim Industries Limited0.66%
2. UltraTech Cement Limited0.32%
3. Ambuja Cements Limited0.09%

1. Hindustan Unilever Limited1.03%

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 FundQuant Arbitrage Fund Growth0293.93 CR0.88
This FundIDFC Equity Savings Fund Plan B Growth0375.31 CR1.38
This FundThe Wealth Company Arbitrage Fund Growth0176.07 CR0.92
This FundOld Bridge Arbitrage Fund Growth0124.98 CR0.99
Fund Name1Y3Y
This FundQuant Arbitrage Fund Growth00
This FundIDFC Equity Savings Fund Plan B Growth
This FundThe Wealth Company Arbitrage Fund Growth00
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 : 0.36%
  • 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 ₹ 10.1947 as on Mar 11,2026. 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