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Old Bridge Arbitrage Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹188 Cr

Lock In Period

N/A

Expense Ratio

2.28

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

Old Bridge Arbitrage Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.710.13126.76
6M2.702.29126.76
1Y0.004.86126.76
3Y0.0012.67126.76

Portfolio Analysis

  • Equity: 86.17%
  • Debt: 13.83%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited7.51%
2. ICICI Bank Limited4.29%
3. IDFC First Bank Limited2.54%
4. Kotak Mahindra Bank Ltd1.33%
5. Axis Bank Limited0.80%
6. IndusInd Bank Limited0.76%
7. Yes Bank Limited0.52%

1. Bharti Airtel Limited5.27%

1. Punjab National Bank1.68%
2. Canara Bank1.66%
3. Bank of Baroda0.63%
4. Bank of India0.62%
5. State Bank of India0.53%
6. Union Bank of India0.04%

1. Reliance Industries Limited4.87%
2. Bharat Petroleum Corporation Limited0.03%

1. Indus Towers Limited4.63%

1. JSW Steel Limited2.94%
2. Tata Steel Limited1.56%

1. Glenmark Pharmaceuticals Limited2.24%
2. Divi's Laboratories Limited0.73%
3. Biocon Limited0.61%
4. Sun Pharmaceutical Industries Limited0.52%
5. Aurobindo Pharma Limited0.05%

1. UltraTech Cement Limited1.88%
2. Grasim Industries Limited0.78%
3. Ambuja Cements Limited0.51%
4. Dalmia Bharat Limited0.06%

1. HDFC Life Insurance Company Limited2.15%
2. ICICI Prudential Life Insurance Company Limited0.50%
3. SBI Life Insurance Company Limited0.07%

1. Bharat Heavy Electricals Limited2.48%
2. Inox Wind Limited0.09%

1. Tata Power Company Limited2.19%
2. NTPC Limited0.28%

1. Mahindra & Mahindra Limited2.18%
2. Maruti Suzuki India Limited0.19%

1. Shriram Finance Limited1.46%
2. Bajaj Finance Ltd0.68%
3. Cholamandalam Investment and Finance Company Limited0.06%

1. Tata Consumer Products Limited1.91%

1. Jio Financial Services Limited1.83%

1. Godrej Consumer Products Limited0.75%
2. Dabur India Limited0.67%
3. Hindustan Unilever Limited0.24%

1. DLF Limited1.06%
2. Godrej Properties Limited0.35%
3. The Phoenix Mills Limited0.11%
4. Lodha Developers Limited0.10%

1. Hindalco Industries Limited1.60%

1. LIC Housing Finance Limited1.59%

1. Bajaj Finserv Limited1.56%

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 ₹188 Crore. The fund benchmarks its performance against the Nifty 50 Arbitrage TRI Index while maintaining an expense ratio of 2.28. 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
Union Multi Asset Allocation Fund Growth0978 CR2.38
360 ONE Multi Asset Allocation Fund Growth0467 CR2.19
IDFC Arbitrage Fund Plan B Growth03,418 CR1
Old Bridge Arbitrage Fund Growth0188 CR2.28
Fund Name1Y3Y
This FundUnion Multi Asset Allocation Fund Growth13.21460
This Fund360 ONE Multi Asset Allocation Fund Growth00
This FundIDFC Arbitrage Fund Plan B 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 2.28. 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 : 0.71%
  • 6 Months : 2.70%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Old Bridge Arbitrage Fund Growth are updated daily based on NAV of ₹ 10.4021 as on Jul 31,2026. 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 ₹188 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.