How to check the XIRR of Old Bridge Flexi Cap Fund Direct IDCW?

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

How to check portfolio overlap for Old Bridge Flexi Cap Fund Direct IDCW?

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

Old Bridge Flexi Cap Fund Direct IDCW

Old Bridge Mutual Fund

Expense Ratio: -

Risk: -

Equity Scheme - Flexi Cap Fund

Plan: Direct

Benchmark: -

Inception: 13-02-2026

Exit Load: Nil

Fund Size:₹209.95 Cr

Performance

FundN/A

Cat. Avg.-1.02%

FundN/A

Cat. Avg.-0.59%

FundN/A

Cat. Avg.11.47%

FundN/A

Cat. Avg.9.65%

10Y

FundN/A

Cat. Avg.13.36%

Fund7.99%

Cat. Avg.12.39%

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

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Tata Motors Passenger Vehicles Limited	Equity	Listed	Large Cap	Automobiles	8.10	3.86%
2	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	7.60	3.62%
3	Gujarat Ambuja Exports Limited	Equity	Listed	Small Cap	Agricultural Food & other Products	7.56	3.60%
4	RBL Bank Limited	Equity	Listed	Small Cap	Banks	7.12	3.39%
5	InterGlobe Aviation Limited	Equity	Listed	Large Cap	Transport Services	6.82	3.25%
6	International Gemological Institute Limited	Equity	Listed	Small Cap	Commercial Services & Supplies	6.57	3.13%
7	Shriram Finance Limited	Equity	Listed	Large Cap	Finance	6.57	3.13%
8	Acme Solar Holdings Ltd	Equity	Listed	Small Cap	Power	6.56	3.13%
9	Glenmark Pharmaceuticals Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology	6.50	3.10%
10	Marksans Pharma Limited	Equity	Listed	Small Cap	Pharmaceuticals & Biotechnology	6.41	3.05%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	09 Mar, 26	40000	40089	+0.2%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	04 Mar, 26	1 L.	1.08 L.	+8.0%	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.