How to check the XIRR of Old Bridge Arbitrage Fund - Direct - IDCW Payout?

You can track the exact XIRR and portfolio overlapping of Old Bridge Arbitrage Fund - Direct - IDCW Payout alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Old Bridge Arbitrage Fund - Direct - IDCW Payout?

Use the MutualSaathi Portfolio Analyzer to compare Old Bridge Arbitrage Fund - Direct - IDCW Payout with other funds, PMS, and AIFs to detect hidden stock overlaps.

Old Bridge Arbitrage Fund - Direct - IDCW Payout

Old Bridge Mutual Fund

Expense Ratio: 0.14

Risk: Low

Hybrid Scheme - Arbitrage Fund

Plan: Direct

Benchmark: Nifty 50 Arbitrage TRI

Inception: 06-11-2025

Exit Load: Nil

Fund Size:₹96.10 Cr

Performance

FundN/A

Cat. Avg.6.63%

FundN/A

Cat. Avg.6.85%

FundN/A

Cat. Avg.7.21%

FundN/A

Cat. Avg.6.68%

10Y

FundN/A

Cat. Avg.6.31%

Fund5.98%

Cat. Avg.6.29%

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Net Receivables / (Payables)	CASH	Others		Others		165.06	87.58%
2	364 Days Tbill (MD 13/05/2027)	DEBT	T-Bills		SOVEREIGN	5.58%	14.31	7.59%
3	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		14.16	7.51%
4	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		9.94	5.27%
5	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		9.19	4.87%
6	Indus Towers Limited	Equity	Listed	Large Cap	Telecom - Services		8.72	4.63%
7	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		8.09	4.29%
8	JSW Steel Limited	Equity	Listed	Large Cap	Ferrous Metals		5.55	2.94%
9	182 Days Tbill (MD 19/11/2026)	DEBT	T-Bills		SOVEREIGN	5.41%	4.90	2.60%
10	364 Days Tbill (MD 17/12/2026)	DEBT	T-Bills		SOVEREIGN	5.41%	4.88	2.59%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Dec, 25	55000	56545	+2.8%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	14 Nov, 25	1 L.	1.06 L.	+6.0%	N/A

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.