Old Bridge Mutual Fund

Old Bridge Flexi Cap Fund Regular Growth

Old Bridge Mutual Fund

Expense Ratio: -
Risk: -
Equity Scheme - Flexi Cap Fund
Plan: Regular
Benchmark: -
Inception: 13-02-2026
Exit Load: Nil
Fund Size:₹209.95 Cr

Performance

1Y
FundN/A
Cat. Avg.-2.14%
2Y
FundN/A
Cat. Avg.-1.72%
3Y
FundN/A
Cat. Avg.10.20%
5Y
FundN/A
Cat. Avg.8.47%
10Y
FundN/A
Cat. Avg.12.36%
SI
Fund6.99%
Cat. Avg.11.03%

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

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Tata Motors Passenger Vehicles Limited8.103.86%
2Aurobindo Pharma Limited7.603.62%
3Gujarat Ambuja Exports Limited7.563.60%
4RBL Bank Limited7.123.39%
5InterGlobe Aviation Limited6.823.25%
6International Gemological Institute Limited6.573.13%
7Shriram Finance Limited6.573.13%
8Acme Solar Holdings Ltd6.563.13%
9Glenmark Pharmaceuticals Limited6.503.10%
10Marksans Pharma Limited6.413.05%

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Old Bridge Mutual Fund
NAV / Fund Size₹10.21₹96.10 Cr
Arbitrage FundLow RiskHybrid

-

-

-

-

2.02%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI09 Mar, 264000039907-0.2%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI04 Mar, 261 L.1.07 L.+7.0%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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

%
₹
%
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.

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