| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-05-15 | ₹1,000.00 | ₹1,006.65 |
0.67 %
|
| Two Week | 2026-05-07 | ₹1,000.00 | ₹980.56 |
-1.94 %
|
| One Month | 2026-04-22 | ₹1,000.00 | ₹995.30 |
-0.47 %
|
| Since Inception | 2026-03-02 | ₹3,000.00 | ₹3,132.36 |
4.41 %
|
Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| DSP Flexi Cap Fund - Institutional Plan - Growth |
90.16%
|
6.29%
|
10.33%
|
| Quant Flexi Cap Fund |
7.76%
|
18.54%
|
14.14%
|
| Bank Of India Flexi Cap Fund |
7.68%
|
21.33%
|
24.2%
|
| Helios Flexi Cap Fund - Regular Growth |
6.2%
|
N/A
|
16.1%
|
| NAVI Flexi Cap Fund - Regular Plan - Growth |
5.97%
|
12%
|
11.39%
|
| Bajaj Finserv Flexi Cap Fund |
5.12%
|
N/A
|
14.8%
|
| LIC MF Flexi Cap Fund |
4.91%
|
11.79%
|
12.18%
|
| Aditya Birla Sun Life Flexi Cap Fund - Growth-regular Plan |
4.55%
|
16.75%
|
17.13%
|
| ITI Flexi Cap Fund |
4.54%
|
18.31%
|
19.61%
|
| HSBC Flexi Cap Fund - Regular Growth |
4.49%
|
18.09%
|
14.87%
|
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Old Bridge Focused Fund |
6.3%
|
N/A
|
10.69%
|
| Old Bridge Arbitrage Fund |
N/A
|
N/A
|
4.81%
|
| Old Bridge Flexi Cap Fund |
N/A
|
N/A
|
0%
|
| Old Bridge Flexi Cap Fund |
N/A
|
N/A
|
29.89%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Old Bridge Focused Fund | - | 2.45 |
| Old Bridge Arbitrage Fund | - | - |
| Old Bridge Flexi Cap Fund | - | - |
| Old Bridge Flexi Cap Fund | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Old Bridge Focused Fund | - | - | - |
| Old Bridge Arbitrage Fund | - | - | - |
| Old Bridge Flexi Cap Fund | - | - | - |
| Old Bridge Flexi Cap Fund | - | - | - |
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