Old Bridge Mutual Fund

Old Bridge Mutual Fund offers research-driven equity investment solutions for investors seeking long-term capital appreciation. The AMC follows a focused investment philosophy, maintaining a limited range of products rather than launching multiple schemes across different categories. Its investment approach emphasizes identifying high-quality businesses with strong fundamentals, prudent capital allocation, and disciplined portfolio management to create sustainable long-term value while protecting investors' capital.

The fund house follows a rigorous research process that evaluates business quality, competitive advantages, management capability, financial strength, valuation, and long-term earnings potential. Rather than pursuing short-term market opportunities, Old Bridge Mutual Fund focuses on building concentrated portfolios of fundamentally strong companies capable of delivering consistent growth across different market cycles. This disciplined approach aims to minimize permanent capital loss while generating sustainable long-term returns.

Key Features of Old Bridge Mutual Fund

• One of India's newest SEBI-registered asset management companies.
• Sponsored by Old Bridge Capital Management Private Limited.
• Led by experienced investment professionals.
• Focus on high-conviction equity investing.
• Concentrated portfolio approach.
• Strong emphasis on capital preservation and long-term wealth creation.
• Research-driven investment framework.
• Investment available through SIPs and lump sum investments.
• Registered and regulated by the Securities and Exchange Board of India (SEBI).
• Designed primarily for long-term equity investors.

Types of Mutual Funds Offered by Old Bridge Mutual Fund

Currently, Old Bridge Mutual Fund offers investment solutions in the following category:

• Focused Equity Fund

The Old Bridge Focused Equity Fund invests in a concentrated portfolio of carefully selected companies across different market capitalizations. The scheme is designed for investors seeking long-term capital appreciation through an actively managed, research-driven equity portfolio.

As the AMC expands its product portfolio, additional mutual fund categories may be introduced to meet a broader range of investment needs.

How Can You Invest in Old Bridge Mutual Fund?

Investors can invest in Old Bridge Mutual Fund through multiple convenient channels, including:

• Official Old Bridge Mutual Fund website.
• SEBI-registered Mutual Fund Distributors (MFDs).
• Registered Investment Advisors (RIAs).
• Online mutual fund investment platforms.

Investment options include:

• Systematic Investment Plan (SIP)
• Lump Sum Investment

Before investing, investors must complete Know Your Customer (KYC) verification as required under SEBI regulations.

Why Invest in Old Bridge Mutual Fund?

Old Bridge Mutual Fund follows a focused, research-driven investment strategy aimed at identifying fundamentally strong businesses with sustainable long-term growth potential. Rather than maintaining highly diversified portfolios, the AMC emphasizes high-conviction stock selection supported by detailed company research, disciplined portfolio construction, and prudent risk management.

Some key reasons investors choose Old Bridge Mutual Fund include:

• High-conviction investment approach.
• Research-driven stock selection process.
• Focus on long-term capital appreciation.
• Experienced investment leadership.
• Disciplined portfolio construction and risk management.
• Transparent and research-backed investment philosophy.
• Suitable for long-term equity investors.

Who Manages Old Bridge Mutual Fund?

Ruchi Pandey, Managing Director & Chief Executive Officer, leads Old Bridge Mutual Fund, while the investment strategy is overseen by Kenneth Andrade, Chief Investment Officer (CIO). The investment team follows a structured research process that evaluates business fundamentals, management quality, valuation, competitive advantages, and long-term growth potential before making portfolio decisions.

Are There Any Exit Loads or Charges?

Yes. Exit loads, expense ratios, and other applicable charges depend on the selected mutual fund scheme.

• Old Bridge Focused Equity Fund: An exit load of 1% is applicable if units are redeemed within 365 days from the date of investment.
• Expense ratios may vary between Direct and Regular plans.

Investors should carefully review the Scheme Information Document (SID), Key Information Memorandum (KIM), and the latest Scheme Factsheet before investing to understand the applicable costs, fees, and investment terms.

Is Old Bridge Mutual Fund Safe?

Old Bridge Mutual Fund is a SEBI-registered Asset Management Company (AMC) and operates under the regulatory framework governing mutual funds in India. The AMC follows established corporate governance standards, regulatory compliance requirements, and disciplined research-based portfolio management practices. However, like all equity mutual funds, investments are subject to market risks and returns cannot be guaranteed. Investors should evaluate the scheme based on their financial goals, investment horizon, and risk tolerance before investing.