Old Bridge Mutual Fund
AUM
₹ 2,046.26 cr.
AMC Age
2 Years
No. Of Schemes
1
Old Bridge Mutual Fund, founded by investment veteran Kenneth Andrade, is an emerging asset management company in India. The fund house focuses on delivering long-term value through a research-driven approach and disciplined portfolio management.
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About Old Bridge Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Old Bridge Mutual Fund, founded by renowned fund manager Kenneth Andrade, is a homegrown asset management company focused on long-term wealth creation. Launched with a vision to deliver consistent returns through a research-backed investment strategy, the fund house emphasises quality businesses, prudent risk management, and value-driven portfolios.
Key Features
- Old Bridge Mutual Fund follows a disciplined, bottom-up stock selection process rooted in fundamentals and long-term business potential.
- Led by Kenneth Andrade, a seasoned investment professional with decades of experience in the Indian equity market, the AMC brings strong domain expertise and credibility.
- The fund house aims to deliver sustainable returns across market cycles, catering to investors with medium to long-term financial goals.
- Though relatively new compared to older AMCs, Old Bridge Mutual Fund is steadily building its reach through digital platforms, distribution partners, and wealth advisors.
Documents Required
To invest in Old Bridge Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Old Bridge Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Old Bridge Mutual Fund Managers
Mr. Kenneth Andrade
Mr. Tarang Agrawal
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