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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)

₹153 Cr

Lock In Period

N/A

Expense Ratio

2.52

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 ₹10.2067 as of 2 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 ₹153 Cr. The expense ratio of the fund is 2.52%, 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 -0.13% returns.

Old Bridge Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.13-0.99126.76
6M2.140.18126.76
1Y0.003.06126.76
3Y0.0010.63126.76

Portfolio Analysis

  • Equity: 74.17%
  • Debt: 25.83%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Limited6.05%
2. HDFC Bank Limited4.59%
3. Kotak Mahindra Bank Ltd2.70%
4. IDFC First Bank Limited2.11%
5. IndusInd Bank Limited1.30%
6. Axis Bank Limited1.09%

1. JSW Steel Limited4.34%
2. Tata Steel Limited1.97%

1. Glenmark Pharmaceuticals Limited2.59%
2. Divi's Laboratories Limited0.85%
3. Sun Pharmaceutical Industries Limited0.58%
4. Biocon Limited0.23%
5. Cipla Limited0.22%
6. Aurobindo Pharma Limited0.10%

1. Bharat Heavy Electricals Limited4.40%
2. Inox Wind Limited0.09%

1. Bharti Airtel Limited3.62%

1. Mahindra & Mahindra Limited3.03%

1. UltraTech Cement Limited1.25%
2. Ambuja Cements Limited0.67%
3. Grasim Industries Limited0.64%
4. Dalmia Bharat Limited0.04%

1. Punjab National Bank1.20%
2. Bank of Baroda0.75%
3. Canara Bank0.53%

1. Shriram Finance Limited1.82%
2. Bajaj Finance Ltd0.55%

1. Jio Financial Services Limited2.30%

1. Tata Power Company Limited1.81%
2. NTPC Limited0.20%

1. HDFC Life Insurance Company Limited1.35%
2. ICICI Prudential Life Insurance Company Limited0.53%
3. SBI Life Insurance Company Limited0.13%

1. DLF Limited1.17%
2. Godrej Properties Limited0.36%
3. Lodha Developers Limited0.32%
4. The Phoenix Mills Limited0.12%

1. Reliance Industries Limited1.87%
2. Bharat Petroleum Corporation Limited0.04%

1. Godrej Consumer Products Limited0.83%
2. Dabur India Limited0.61%
3. Hindustan Unilever Limited0.13%

1. Larsen & Toubro Limited1.28%

1. LIC Housing Finance Limited1.12%

1. NMDC Limited1.11%

1. GAIL (India) Limited1.04%

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 ₹153 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage TRI Index while maintaining an expense ratio of 2.52. 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
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth03958.21 CR1.96
Old Bridge Arbitrage Fund Growth0153.38 CR2.52
Fund Name1Y3Y
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 2 Growth
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 2.52. 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 : -0.13%
  • 6 Months : 2.14%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Old Bridge Arbitrage Fund Growth are updated daily based on NAV of ₹ 10.2067 as on May 29,2026. 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 ₹153 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.