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Home Mf Research Old Bridge Arbitrage Fund Regular Plan Growth
Old Bridge Mutual Fund

Mutual Fund Research

Old Bridge Arbitrage Fund - Regular Plan - Growth

Old Bridge Mutual Fund Hybrid Hybrid Arbitrage

Fund Performance

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-
Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,002.40 +0.24%
Two Week 2026-10-19 ₹1,000.00 ₹1,003.33 +0.33%
One Month 2026-10-05 ₹1,000.00 ₹1,005.02 +0.50%
Three Months 2026-08-05 ₹3,000.00 ₹3,029.71 +0.99%
Six Months 2026-05-07 ₹6,000.00 ₹6,100.28 +1.67%
Since Inception 2025-11-13 ₹12,000.00 ₹12,354.77 +2.96%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Other 88.89%
SOVEREIGN 11.54%
Healthcare Services 0.01%
Insurance 0.01%
Consumer Durables 0.01%
Minerals & Mining 0.01%
Cement & Cement Products 0.00%
Beverages 0.00%
Consumable Fuels 0.00%
Retailing 0.00%
Diversified FMCG 0.00%
Gas 0.00%
Transport Infrastructure 0.00%
Realty 0.00%
Chemicals & Petrochemicals 0.00%
Fertilizers & Agrochemicals 0.00%
Agricultural, Commercial & Construction Vehicles 0.00%
IT - Software 0.00%
Oil 0.00%
Transport Services 0.00%
Automobiles 0.00%
Financial Technology (Fintech) 0.00%
Electrical Equipment -0.01%
Power -0.01%
Agricultural Food & Other Products -0.01%
Non - Ferrous Metals -0.01%
Industrial Products -0.01%
Construction -0.01%
Auto Components -0.01%
Personal Products -0.01%
Petroleum Products -0.02%
Aerospace & Defense -0.02%
Leisure Services -0.02%
Telecom - Services -0.03%
Capital Markets -0.03%
Finance -0.04%
Ferrous Metals -0.04%
Pharmaceuticals & Biotechnology -0.04%
Banks -0.15%

Top Holdings

Company-wise portfolio exposure

Reliance Industries Limited 5.43%
ICICI Bank Limited 5.25%
HDFC Bank Limited 4.76%
Indus Towers Limited 3.73%
Bharti Airtel Limited 3.72%
Shriram Finance Limited 2.97%
Tata Steel Limited 2.44%
Axis Bank Limited 2.36%
IDFC First Bank Limited 2.23%
Bharat Heavy Electricals Limited 1.93%
HDFC Asset Management Company Limited 1.89%
Glenmark Pharmaceuticals Limited 1.76%
Tata Power Company Limited 1.52%
JSW Steel Limited 1.47%
Punjab National Bank 1.46%
UltraTech Cement Limited 1.36%
State Bank of India 1.33%
Tata Consumer Products Limited 1.30%
Divi's Laboratories Limited 1.28%
Jio Financial Services Limited 1.23%
Hindalco Industries Limited 1.22%
Hindustan Aeronautics Limited 1.21%
Canara Bank 1.18%
LIC Housing Finance Limited 1.11%
Apollo Hospitals Enterprise Limited 1.05%
Varun Beverages Ltd 0.96%
Bank of Baroda 0.90%
Power Finance Corporation Limited 0.88%
APL Apollo Tubes Limited 0.88%
HDFC Life Insurance Company Limited 0.84%
The Indian Hotels Company Limited 0.83%
Multi Commodity Exchange of India Limited 0.82%
Larsen & Toubro Limited 0.80%
Bajaj Finserv Limited 0.80%
Coal India Limited 0.79%
The Federal Bank Limited 0.72%
Swiggy Limited 0.65%
Crompton Greaves Consumer Electricals Limited 0.64%
Power Grid Corporation of India Limited 0.60%
Kotak Mahindra Bank Ltd 0.59%
Sun Pharmaceutical Industries Limited 0.58%
Hindustan Unilever Limited 0.56%
Biocon Limited 0.55%
Bank of India 0.51%
Bharat Forge Limited 0.49%
Bajaj Finance Ltd 0.48%
GAIL (India) Limited 0.48%
Jindal Steel Limited 0.48%
Dabur India Limited 0.47%
Ambuja Cements Limited 0.44%
Asian Paints Limited 0.43%
Fortis Healthcare Limited 0.42%
NTPC Limited 0.42%
GMR Airports Limited 0.39%
Yes Bank Limited 0.39%
ITC Limited 0.38%
DLF Limited 0.33%
CG Power and Industrial Solutions Limited 0.29%
NMDC Limited 0.29%
Union Bank of India 0.27%
Godrej Consumer Products Limited 0.25%
Godrej Properties Limited 0.25%
IndusInd Bank Limited 0.25%
Bharat Electronics Limited 0.24%
Grasim Industries Limited 0.21%
Pidilite Industries Limited 0.20%
UPL Limited 0.20%
Marico Limited 0.19%
Eternal Limited 0.18%
ICICI Prudential Life Insurance Company Limited 0.18%
Ashok Leyland Limited 0.15%
Infosys Limited 0.14%
Oil & Natural Gas Corporation Limited 0.14%
Delhivery Limited 0.13%
Colgate Palmolive (India) Limited 0.11%
Info Edge India Ltd 0.11%
Hero MotoCorp Limited 0.09%
United Spirits Limited 0.09%
The Phoenix Mills Limited 0.08%
SRF Limited 0.08%
Maruti Suzuki India Limited 0.07%
Mahindra & Mahindra Limited 0.07%
Adani Ports and Special Economic Zone Limited 0.07%
Container Corporation of India Limited 0.07%
Inox Wind Limited 0.05%
SBI Life Insurance Company Limited 0.05%
Cholamandalam Investment and Finance Company Limited 0.04%
AU Small Finance Bank Limited 0.04%
Aurobindo Pharma Limited 0.04%
InterGlobe Aviation Limited 0.03%
Bharat Petroleum Corporation Limited 0.02%
Indian Energy Exchange Limited 0.02%
PB Fintech Limited 0.01%
PB Fintech Limited October 2026 Future -0.01%
Indian Energy Exchange Limited October 2026 Future -0.02%
Mahindra & Mahindra Limited October 2026 Future -0.02%
Bharat Petroleum Corporation Limited October 2026 Future -0.02%
Asian Paints Limited November 2026 Future -0.02%
IndusInd Bank Limited October 2026 Future -0.02%
DLF Limited November 2026 Future -0.03%
Yes Bank Limited November 2026 Future -0.03%
Bank of India November 2026 Future -0.03%
InterGlobe Aviation Limited November 2026 Future -0.03%
Kotak Mahindra Bank Limited November 2026 Future -0.03%
Delhivery Limited November 2026 Future -0.03%
Aurobindo Pharma Limited October 2026 Future -0.04%
AU Small Finance Bank Limited October 2026 Future -0.04%
Cholamandalam Investment and Finance Company Ltd October 2026 Future -0.04%
Oil & Natural Gas Corporation Limited November 2026 Future -0.04%
Bharat Electronics Limited November 2026 Future -0.04%
Mahindra & Mahindra Limited November 2026 Future -0.05%
SBI Life Insurance Company Limited October 2026 Future -0.05%
Inox Wind Limited October 2026 Future -0.05%
Ambuja Cements Limited November 2026 Future -0.05%
Container Corporation of India Limited October 2026 Future -0.07%
Adani Ports and Special Economic Zone Limited November 2026 Future -0.07%
Maruti Suzuki India Limited October 2026 Future -0.07%
Marico Limited November 2026 Future -0.08%
SRF Limited November 2026 Future -0.08%
Jio Financial Services Limited November 2026 Future -0.08%
The Phoenix Mills Limited November 2026 Future -0.08%
United Spirits Limited October 2026 Future -0.09%
Coal India Limited November 2026 Future -0.09%
Hero MotoCorp Limited October 2026 Future -0.09%
Oil & Natural Gas Corporation Limited October 2026 Future -0.10%
Delhivery Limited October 2026 Future -0.10%
NMDC Limited October 2026 Future -0.10%
Info Edge (India) Limited October 2026 Future -0.11%
Marico Limited October 2026 Future -0.11%
Colgate Palmolive (India) Limited October 2026 Future -0.12%
GAIL (India) Limited November 2026 Future -0.12%
GMR Airports Limited October 2026 Future -0.13%
Fortis Healthcare Limited November 2026 Future -0.14%
Infosys Limited October 2026 Future -0.14%
Crompton Greaves Consumer Electricals Limited November 2026 Future -0.14%
Biocon Limited November 2026 Future -0.15%
Axis Bank Limited November 2026 Future -0.15%
Ashok Leyland Limited October 2026 Future -0.15%
Hindalco Industries Limited November 2026 Future -0.16%
Bajaj Finserv Limited November 2026 Future -0.16%
Sun Pharmaceutical Industries Limited November 2026 Future -0.18%
ICICI Prudential Life Insurance Company Limited October 2026 Future -0.18%
Swiggy Limited October 2026 Future -0.18%
Eternal Limited November 2026 Future -0.18%
NMDC Limited November 2026 Future -0.18%
Bank of Baroda November 2026 Future -0.19%
Bharat Electronics Limited October 2026 Future -0.20%
UPL Limited October 2026 Future -0.20%
Pidilite Industries Limited October 2026 Future -0.20%
Larsen & Toubro Limited November 2026 Future -0.21%
Tata Consumer Products Limited November 2026 Future -0.21%
Grasim Industries Limited October 2026 Future -0.21%
IndusInd Bank Limited November 2026 Future -0.23%
Bharat Forge Limited October 2026 Future -0.23%
Godrej Consumer Products Limited October 2026 Future -0.25%
Godrej Properties Limited October 2026 Future -0.25%
Punjab National Bank November 2026 Future -0.25%
GMR Airports Limited November 2026 Future -0.26%
Bharat Forge Limited November 2026 Future -0.27%
Tata Power Company Limited November 2026 Future -0.27%
Union Bank of India October 2026 Future -0.27%
HDFC Life Insurance Company Limited November 2026 Future -0.27%
Fortis Healthcare Limited October 2026 Future -0.28%
CG Power and Industrial Solutions Limited October 2026 Future -0.29%
DLF Limited October 2026 Future -0.30%
Varun Beverages Limited November 2026 Future -0.33%
JSW Steel Limited November 2026 Future -0.34%
GAIL (India) Limited October 2026 Future -0.36%
Apollo Hospitals Enterprise Limited November 2026 Future -0.36%
Yes Bank Limited October 2026 Future -0.36%
ITC Limited October 2026 Future -0.38%
The Indian Hotels Company Limited October 2026 Future -0.38%
Multi Commodity Exchange of India Limited October 2026 Future -0.38%
Ambuja Cements Limited October 2026 Future -0.39%
State Bank of India November 2026 Future -0.40%
Asian Paints Limited October 2026 Future -0.40%
Sun Pharmaceutical Industries Limited October 2026 Future -0.40%
Biocon Limited October 2026 Future -0.41%
UltraTech Cement Limited November 2026 Future -0.41%
NTPC Limited October 2026 Future -0.42%
Hindustan Aeronautics Limited November 2026 Future -0.42%
APL Apollo Tubes Limited November 2026 Future -0.43%
Multi Commodity Exchange of India Limited November 2026 Future -0.45%
APL Apollo Tubes Limited October 2026 Future -0.46%
The Indian Hotels Company Limited November 2026 Future -0.47%
Dabur India Limited October 2026 Future -0.47%
Swiggy Limited November 2026 Future -0.47%
Jindal Steel Limited October 2026 Future -0.48%
Divi's Laboratories Limited October 2026 Future -0.48%
Bank of India October 2026 Future -0.48%
Bajaj Finance Limited October 2026 Future -0.49%
Glenmark Pharmaceuticals Limited November 2026 Future -0.49%
Crompton Greaves Consumer Electricals Limited October 2026 Future -0.50%
Reliance Industries Limited November 2026 Future -0.52%
Hindustan Unilever Limited October 2026 Future -0.56%
Kotak Mahindra Bank Limited October 2026 Future -0.56%
HDFC Life Insurance Company Limited October 2026 Future -0.56%
Larsen & Toubro Limited October 2026 Future -0.60%
Power Grid Corporation of India Limited October 2026 Future -0.60%
Varun Beverages Limited October 2026 Future -0.63%
Bajaj Finserv Limited October 2026 Future -0.64%
HDFC Asset Management Company Limited November 2026 Future -0.66%
Apollo Hospitals Enterprise Limited October 2026 Future -0.68%
Coal India Limited October 2026 Future -0.70%
Bank of Baroda October 2026 Future -0.72%
The Federal Bank Limited October 2026 Future -0.73%
Bharat Heavy Electricals Limited November 2026 Future -0.78%
Hindustan Aeronautics Limited October 2026 Future -0.81%
Divi's Laboratories Limited November 2026 Future -0.81%
IDFC First Bank Limited November 2026 Future -0.87%
Power Finance Corporation Limited October 2026 Future -0.89%
State Bank of India October 2026 Future -0.94%
UltraTech Cement Limited October 2026 Future -0.95%
Tata Steel Limited November 2026 Future -0.95%
Indus Towers Limited November 2026 Future -1.01%
Hindalco Industries Limited October 2026 Future -1.07%
Tata Consumer Products Limited October 2026 Future -1.10%
LIC Housing Finance Limited October 2026 Future -1.12%
JSW Steel Limited October 2026 Future -1.15%
Jio Financial Services Limited October 2026 Future -1.15%
Bharat Heavy Electricals Limited October 2026 Future -1.16%
Canara Bank October 2026 Future -1.19%
Punjab National Bank October 2026 Future -1.22%
HDFC Asset Management Company Limited October 2026 Future -1.25%
Tata Power Company Limited October 2026 Future -1.26%
Glenmark Pharmaceuticals Limited October 2026 Future -1.29%
HDFC Bank Limited November 2026 Future -1.31%
ICICI Bank Limited November 2026 Future -1.33%
IDFC First Bank Limited October 2026 Future -1.37%
Tata Steel Limited October 2026 Future -1.51%
Axis Bank Limited October 2026 Future -2.21%
Indus Towers Limited October 2026 Future -2.73%
Shriram Finance Limited October 2026 Future -2.98%
HDFC Bank Limited October 2026 Future -3.50%
Bharti Airtel Limited October 2026 Future -3.74%
ICICI Bank Limited October 2026 Future -3.96%
Reliance Industries Limited October 2026 Future -4.93%
364 Days Tbill (MD 13/05/2027) 5.70%
182 Days Tbill (MD 19/11/2026) 1.96%
364 Days Tbill (MD 17/12/2026) 1.95%
182 Days Tbill (MD 04/02/2027) 1.93%
Triparty Repo 7.88%
Net Receivables / (Payables) 81.01%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Low Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Quant Arbitrage Fund - Regular Plan - Growth 7.16% 0.00% 6.84%
Whiteoak Capital - Arbitrage Fund - Regular Plan - Growth 6.58% 0.00% 6.43%
Franklin India Arbitrage Fund - Regular Plan - Growth 6.55% 0.00% 6.35%
Invesco India Arbitrage Fund - Regular Plan - Growth 6.32% 6.75% 6.55%
Kotak Arbitrage Fund - Regular Plan - Growth 6.28% 6.80% 6.85%
Parag Parikh Arbitrage Fund - Regular Plan - Growth 6.28% 6.59% 6.57%
ICICI Prudential Arbitrage Fund - Regular Plan - Growth 6.28% 6.71% 6.83%
SBI Arbitrage Fund - Regular Plan - Growth 6.27% 6.72% 6.70%
LIC MF Arbitrage Fund - Regular Plan - Growth 6.27% 6.41% 5.29%
Sundaram Arbitrage Fund - Regular Plan - Growth 6.26% 6.43% 5.95%

Returns are historical and do not guarantee future performance.

View All Hybrid Arbitrage Funds

Fund Family

Compare schemes from Old Bridge Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Old Bridge Focused Fund - Regular Plan - Growth 6.30% 0.00% 9.36%
Old Bridge Arbitrage Fund - Regular Plan - Growth 0.00% 0.00% 5.69%
Old Bridge Flexi Cap Fund - Regular Plan - Growth 0.00% 0.00% 6.29%

Returns are historical and do not guarantee future performance.

View All Old Bridge Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

To generate income by investing in arbitrage opportunities between cash and derivative segments of the equity markets and by investing the balance in debt and money market instruments. *Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
2.04%
Expense Ratio (Direct)
1.19%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty 50 Arbitrage TRI

Exit Load

Charges that may apply when you redeem units

(i) If redeemed/switched out within 7 days from the date of allotment: 0.25% (ii) If redeemed/switched out after 7 days from the date of allotment 6 Nil
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