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Old Bridge Flexi Cap Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Old Bridge Flexi Cap Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹5000

AUM (Fund size)

₹210 Cr

Lock In Period

N/A

Expense Ratio

3.22

Exit Load

If redeemed/switched out within 365 days from the date of allotment: 1%If redeemed/switched out after 365 days from the date of allotment - Nil.

Benchmark

BSE 500 Total Return

Old Bridge Flexi Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.63-0.207.74
6M0.001.9964.49
1Y0.004.21137.57
3Y0.0012.22202.94

Portfolio Analysis

  • Equity: 96.35%
  • Debt: 3.65%
  • Others
As on: 2026-06-30
View allocation % by

1. Aurobindo Pharma Limited3.62%
2. Glenmark Pharmaceuticals Limited3.10%
3. Marksans Pharma Limited3.05%
4. Zydus Lifesciences Limited2.55%
5. Akums Drugs and Pharmaceuticals Limited2.26%
6. Syngene International Limited2.16%

1. RBL Bank Limited3.39%
2. The Federal Bank Limited2.86%
3. Axis Bank Limited2.56%

1. Gujarat Ambuja Exports Limited3.60%
2. Jubilant Ingrevia Limited2.90%

1. Shriram Finance Limited3.13%
2. Mahindra & Mahindra Financial Services Limited2.90%

1. Star Health And Allied Insurance Company Limited2.83%
2. Go Digit General Insurance Ltd2.38%

1. Larsen & Toubro Limited2.84%
2. NCC Limited2.22%

1. Vedanta Aluminium Metal Limited2.39%
2. Hindalco Industries Limited2.00%

1. Tata Motors Passenger Vehicles Limited3.86%

1. InterGlobe Aviation Limited3.25%

1. International Gemological Institute Limited3.13%

1. Acme Solar Holdings Ltd3.13%

1. Action Construction Equipment Limited2.98%

1. Avenue Supermarts Limited2.86%

1. Balkrishna Industries Limited2.81%

1. Tata Steel Limited2.79%

1. Deepak Fertilizers and Petrochemicals Corporation Limited2.71%

1. DLF Limited2.64%

1. EPL Limited2.41%

1. Mahindra & Mahindra Limited2.34%

1. Jubilant Foodworks Limited2.31%

1. Yatra Online Limited2.22%

1. Balrampur Chini Mills Limited2.17%

1. Vardhman Textiles Limited2.00%

About Fund Old Bridge Flexi Cap Fund Growth

Old Bridge Flexi Cap Fund Growth managed by Old Bridge Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹210 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 3.22. 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
Old Bridge Flexi Cap Fund Growth0209 CR3.22
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundOld Bridge Flexi Cap Fund Growth00
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Old Bridge Flexi Cap Fund Growth FAQs

Old Bridge Flexi Cap 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 Flexi Cap Fund Growth is 3.22. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Old Bridge Flexi Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 0.63%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Old Bridge Flexi Cap Fund Growth are updated daily based on NAV of ₹ 11.18 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in Old Bridge Flexi Cap 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 Flexi Cap Fund Growth is ₹210 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Old Bridge Flexi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.