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Old Bridge Mutual Fund

Old Bridge Mutual Fund
Old Bridge Focused Equity Fund - Regular Plan
Equity | Equity Focussed

1Y

8.48%

3Y

10.23%

5Y

3.97%

SI

14.68%

Nav

12.17

Risk

-
About this fund

Old Bridge Mutual Fund is a relatively new entrant in the Indian asset management industry. It started on December 8, 2022, as a trust backed by Old Bridge Capital Management Private Limited and Old Bridge Capital Management Pvt. Ltd. The fund house got SEBI's approval to start its mutual fund operations in September 2023. This marks its entry into the market.

The AMC is led by Managing Director and CEO Ruchi Pandey, along with Chief Investment Officer Kenneth Andrade. Kenneth is an experienced fund manager known for his strong record in equity investing. The firm's investment philosophy draws inspiration from ancient Rome's engineering skills. It focuses on safety, longevity, and a strong respect for lasting businesses. This approach prioritizes limiting capital losses and building resilient portfolios.

As of April 2024, Old Bridge Mutual Fund offers a single scheme: the Old Bridge Focused Equity Fund. This fund seeks long-term capital growth. It invests in equity and related instruments from up to 30 companies of different sizes. The fund's assets under management (AUM) stood at ₹1,465 crore, reflecting growing investor confidence.

Key information
Mutual Fund Name
Old Bridge Mutual Fund
AMC
Old Bridge Asset Management Private Limited
Headquarters
Mumbai, India
Industry
Asset Management, Wealth Management
Trustee Organisation
Old Bridge Mutual Fund Trustee Pvt. Ltd.
Assets Under Management (AUM)
₹1,465 crore (as of March 31, 2025)
No. of schemes
1
AMC Age
1.8 Years
AMC Incorporation Date
Dec 08, 2022
AMC Setup Date
Sep 01, 2023
MD and CEO
Ms. Ruchi Pandey
Website
Frequently asked questions
Who manages the fund?
What is the investment philosophy of Old Bridge Mutual Fund?
How many schemes does Old Bridge Mutual Fund offer?
What is the minimum investment amount in the Old Bridge Focused Equity Fund?
What is the expense ratio of the Old Bridge Focused Equity Fund?
Is there an exit load for this fund?
What is the risk level of the Old Bridge Focused Equity Fund?
How can I invest in Old Bridge Mutual Fund?
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