August 19, 2026
mayank
Old Bridge Flexi Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 11.52 |
| NAV IDCW (Rs.) | 11.52 |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 500 TRI |
| AUM Rs. | 256 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.83% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 15.20% |
Suitable For Which Investors?
Flexi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization.
Fund Manager:
1) Kenneth Andrade
Education: Mr. Andrade is a B.Com (H) from Mumbai University.
Experience: He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 365 days |
Basic Details of Old Bridge Flexi Cap Fund
| Fund House | Old Bridge Mutual Fund |
| Launch Date | 02-Mar-26 |
| Return Since Launch | 15.20% |
| Benchmark | BSE 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 256 Cr |
| (As on 31-Jul-2026) | |
| Base Expense Ratio | 0.83% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Old Bridge Flexi Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Old Bridge Flexi Cap Dir | — | -0.09 | 4.35 | 9.92 | — | — | — | — | — | — |
| BSE 500 TRI | — | -0.15 | 1.28 | 5.28 | — | — | — | — | — | — |
| Equity: Flexi Cap | — | -0.23 | 1.79 | 7.09 | — | — | — | — | — | — |
| Rank within category | — | 17 | 6 | 17 | — | — | — | — | — | — |
| Number of funds in category | 74 | 79 | 78 | 78 | 76 | 69 | 54 | 40 | 31 | 23 |
Peer Comparison of Old Bridge Flexi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Old Bridge Flexi Cap Dir | Unrated | — | — | — | 0.83 | 256 | 15.20 | 1.00 (365) | 5M | — |
| Parag Parikh Flexi Cap Dir | 5 out of 5 stars | -2.63 | 14.62 | 13.21 | 0.52 | 1,48,429 | 18.10 | 2.00 (365) | 13Y 2M | 17.22 |
| HDFC Flexi Cap Dir | 5 out of 5 stars | 4.30 | 17.65 | 18.81 | 0.55 | 1,10,736 | 16.13 | 1.00 (365) | 13Y 7M | 11.18 |
| ABSL Flexi Cap Dir | 4 out of 5 stars | 11.36 | 17.44 | 13.20 | 0.71 | 28,112 | 16.39 | 1.00 (90) | 13Y 7M | 22.00 |
| ICICI Pru Flexicap Dir | 4 out of 5 stars | 13.24 | 19.31 | 16.86 | 0.66 | 24,100 | 17.10 | 1.00 (30) | 5Y 1M | 26.00 |
Old Bridge Flexi Cap Fund Portfolio Analysis
| No. of Stocks | 35 |
| Top 10 Stocks | 33.61% |
| Top 5 Stocks | 18.17% |
| Top 3 Sectors | 52.79% |
| Portfolio P/B Ratio | 2.79 |
| Portfolio P/E Ratio | 16.98 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 45,718 | 1,65,115 |
| Large (%) | 27.80 | 58.41 |
| Mid (%) | 19.92 | 21.15 |
| Small (%) | 52.28 | 20.43 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
Apply Online: https://investor.oldbridgemf.com/Invest/ OR https://www.oldbridgemf.com/
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance: https://sahifund.com/category/nfos/
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