Old Bridge Mutual Fund
AUM
₹ 2,046.26 cr.
AMC Age
2 Years
No. Of Schemes
3
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
How To Invest In Old Bridge Mutual Fund With Choice?
Old Bridge Mutual Fund FAQs
Investing in the Old Bridge Mutual Fund depends on your financial goals, risk tolerance, and investment horizon. Equity funds suit long-term wealth creation. You can explore and compare the Old Bridge scheme on the Choice FinX app to find the right fit for your portfolio.
Old Bridge Mutual Fund schemes are subject to taxation based on the type of fund and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed according to your income slab. ELSS funds offer tax benefits under Section 80C.
To invest, you need a self-attested PAN card, proof of address such as Aadhaar, passport, or utility bill, a recent passport-sized photograph, and bank details. NRIs must also provide a passport and overseas address proof. Upload these documents digitally via Choice FinX for a hassle-free investment experience.
The minimum investment in Old Bridge Mutual Funds is 2,500 for a Systematic Investment Plan (SIP) and 5,000 for a one-time lump sum investment.
Returns are calculated based on Net Asset Value (NAV) movement. The formula used is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. You can use the Choice portfolio tracker to monitor and evaluate fund performance in real time.
Yes, you can switch between Old Bridge Mutual Funds via Choice FinX. The platform allows seamless fund switching, but you should be mindful of potential exit loads and tax implications based on your investment duration.
Investing may include expense ratios, exit loads, and Securities Transaction Tax (STT). Expense ratios cover fund management costs, while exit loads apply if you redeem units before the lock-in period. Choice provides transparent cost breakdowns for each fund.
No, a Demat account is not required to invest in mutual funds through Choice. You can invest directly using your bank account and track your portfolio conveniently on the platform.
You can download your fund statement through the Old Bridge Mutual Fund website or request it via email. For easy access, Choice FinX offers consolidated statements of all your mutual fund investments in one place.
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