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Home Mf Research Old Bridge Flexi Cap Fund Regular Plan Growth
Old Bridge Mutual Fund

Mutual Fund Research

Old Bridge Flexi Cap Fund - Regular Plan - Growth

Old Bridge Mutual Fund Equity Equity Flexi Cap

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 ₹1,011.65 +1.17%
Two Week 2026-10-19 ₹1,000.00 ₹985.81 -1.42%
One Month 2026-10-05 ₹1,000.00 ₹960.37 -3.96%
Three Months 2026-08-05 ₹3,000.00 ₹2,788.55 -7.05%
Six Months 2026-05-07 ₹6,000.00 ₹5,675.99 -5.40%
Since Inception 2026-03-02 ₹9,000.00 ₹8,827.72 -1.91%

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

Pharmaceuticals & Biotechnology 13.86%
Other 8.40%
Commercial Services & Supplies 7.09%
Finance 6.76%
Agricultural Food & Other Products 6.51%
Construction 5.36%
Banks 5.14%
Transport Services 4.95%
Leisure Services 4.54%
Automobiles 4.34%
Non - Ferrous Metals 3.99%
Insurance 3.60%
Auto Components 3.39%
Chemicals & Petrochemicals 3.39%
Textiles & Apparels 2.71%
Agricultural, Commercial & Construction Vehicles 2.57%
Power 2.51%
Ferrous Metals 2.42%
Beverages 2.41%
Retailing 2.38%
Industrial Products 1.92%
Realty 1.76%

Top Holdings

Company-wise portfolio exposure

Shriram Finance Limited 4.01%
Hindalco Industries Limited 3.99%
International Gemological Institute Limited 3.89%
Gujarat Ambuja Exports Limited 3.76%
Star Health And Allied Insurance Company Limited 3.60%
InterGlobe Aviation Limited 3.40%
Balkrishna Industries Limited 3.39%
NCC Limited 3.33%
Aurobindo Pharma Limited 3.27%
Redington Limited 3.20%
Zydus Lifesciences Limited 3.14%
Glenmark Pharmaceuticals Limited 2.90%
Jubilant Foodworks Limited 2.87%
Akums Drugs and Pharmaceuticals Limited 2.80%
Mahindra & Mahindra Financial Services Limited 2.75%
Balrampur Chini Mills Limited 2.75%
Vardhman Textiles Limited 2.71%
RBL Bank Limited 2.71%
Action Construction Equipment Limited 2.57%
Acme Solar Holdings Ltd 2.51%
The Federal Bank Limited 2.43%
Tata Steel Limited 2.42%
United Breweries Limited 2.41%
Avenue Supermarts Limited 2.38%
Mahindra & Mahindra Limited 2.36%
Larsen & Toubro Limited 2.03%
Tata Motors Passenger Vehicles Limited 1.98%
EPL Limited 1.92%
DLF Limited 1.76%
Marksans Pharma Limited 1.75%
Jubilant Ingrevia Limited 1.74%
Yatra Online Limited 1.67%
Deepak Fertilizers and Petrochemicals Corporation Limited 1.65%
Delhivery Limited 1.55%
Triparty Repo 8.56%
Net Receivables / (Payables) -0.16%

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

Very High 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
ITI Flexi Cap Fund - Regular Plan - Growth 6.50% 16.26% 19.44%
Quant Flexi Cap Fund - Regular Plan - Growth 4.16% 13.55% 13.73%
Taurus Flexi Cap Fund - Regular Plan - Growth 3.51% 11.35% 13.73%
Trustmf Flexi Cap Fund - Regular Plan - Growth 3.28% 0.00% 7.36%
Unifi Flexi Cap Fund - Regular Plan - Growth 2.40% 0.00% 3.65%
NAVI Flexi Cap Fund - Regular Plan - Growth 2.14% 9.17% 11.05%
360 One Flexicap Fund - Regular Plan - Growth 2.11% 14.86% 14.42%
Bank Of India Flexi Cap Fund - Regular Plan - Growth 1.89% 16.02% 22.73%
Aditya Birla Sun Life Flexi Cap Fund - Regular Plan - Growth 1.77% 14.16% 15.12%
Bajaj Finserv Flexi Cap Fund - Regular Plan - Growth 0.41% 14.28% 13.76%

Returns are historical and do not guarantee future performance.

View All Equity Flexi Cap 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 long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization. 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)
3.12%
Expense Ratio (Direct)
1.63%
Lock-in Period
N/A
Fund Age
N/A
Benchmark
BSE 500 TRI

Exit Load

Charges that may apply when you redeem units

(i) If redeemed/switched out within 365 days from the date of allotment: 1% (ii) If redeemed/switched out after 365 days from the date of allotment 6 Nil
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