Old Bridge Flexi Cap Fund – Direct | Growth

📌 Fund Snapshot & Key Details

⚖️ Sahifund NFO Review

PLUS

• Flexi-cap mandate allows allocation across large, mid and small caps
• Veteran fund manager Kenneth Andrade known for long-term value investing style
• Broad BSE 500 benchmark provides diversified opportunity set
• Active strategy may benefit during sector rotation cycles
• Balanced exposure reduces single-cap risk compared to thematic funds

MINUS

• New AMC track record risk — no long-term mutual fund performance history
• Flexi-cap space already crowded with strong incumbents
• Performance heavily dependent on fund manager execution
• Exit load of 1 year may limit short-term flexibility
• High volatility due to full equity exposure

Sahifund View
A fund-manager-driven flexi-cap strategy with strong pedigree — suitable only for long-term investors willing to back a new AMC.

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⏱️ Last Updated: 13 February 2026, 10.00 AM

📊 Sahifund Interpretation of the Benchmark

BSE 500 TRI

The BSE 500 TRI represents a broad-market index covering nearly all major sectors across large, mid and small caps.

Benchmark Behaviour Snapshot

• 5-Year CAGR around 16.4% reflecting strong Indian equity growth
• Moderate risk profile vs small-cap indices
• Top 10 stocks weight only ~33%, ensuring diversification
• Captures full market cycle — suitable benchmark for flexi-cap funds

Sahifund Insight:
BSE 500 TRI allows fund managers flexibility to generate alpha through sector allocation rather than index concentration.

🧠 Investment Strategy – Explained Simply

The fund aims for long-term capital appreciation by dynamically investing across market capitalisations based on opportunities.

➡️ In simple words:
The manager can shift between large, mid and small caps depending on valuations and market cycles.

👤 Sahifund Interpretation of Fund Managers & Their Performance

Kenneth Andrade

A seasoned investor with deep experience at Kotak AMC and IDFC AMC, known for long-term compounding style and bottom-up stock selection.

Sahifund Assessment:
This NFO is largely a “fund manager bet.” If Andrade’s disciplined investing framework translates into the MF structure, the fund may differentiate itself over full market cycles.

🎯 Suitable for Which Investors?

Suitable if you:

• Want an actively managed flexi-cap allocation
• Believe in experienced fund manager-led strategies
• Have investment horizon of 5–7 years or more
• Seek diversified exposure across market caps

Avoid if you:

• Prefer established flexi-cap funds with long track record
• Want low-cost passive investing
• Need predictable short-term performance
• Cannot tolerate interim volatility

❓ Should You Invest in This NFO?

Yes — but selectively.

Investors who trust Kenneth Andrade’s investment philosophy and are comfortable with a new AMC may consider allocation. However, conservative investors may wait for post-launch performance visibility.

Final Word:
A high-conviction flexi-cap strategy where success will depend more on execution than category tailwinds.

⚠️ Disclaimer
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

📢 Telegram Teaser – Sahifund

📊 Old Bridge Flexi Cap Fund NFO Review
Kenneth Andrade’s comeback with a new flexi-cap strategy benchmarked to BSE 500 TRI.
Strong pedigree — but new AMC risk remains key.
👉 Sahifund View & Detailed Guidance: [Insert Link]

📢 Informative Teaser – Chanakya Telegram

🚨 New Flexi Cap NFO Alert
Old Bridge launches diversified equity fund with active market-cap flexibility.
Fund-manager-driven strategy tracking BSE 500 TRI.
👉 Full NFO analysis here: [Insert Link]