Old Bridge Arbitrage Fund Direct Growth
Alternative StrategiesArbitrage FundLow Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF0S5R01125
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
17 Nov 2025
About this fund
- You can start investing in Old Bridge Arbitrage Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
0.54%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.79
Higher the better
Fund Managers
Kenneth Andrade
Since November 2025
Additional Scheme Details
ISIN INF0S5R01125 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 0 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark NIFTY 50 Arbitrage TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Arbitrage Fund Funds
About the AMC
Old Bridge Mutual Fund
Total AUM
₹2,046 Cr
Address
1705, ONE BKC, C- Wing, G- Block Bandra Kurla Complex Bandra East Mumbai - 400051
Other Funds by Old Bridge Mutual Fund
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Old Bridge Arbitrage Fund Direct Growth Low Risk | - | 0.0% | - | - |
| Old Bridge Focused Equity Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹2046.26 Cr | 2.3% |
Risk Level
Your principal amount will be at Low Risk
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We're here to help.
Who manages the Old Bridge Arbitrage Fund Direct Growth?
- Kenneth Andrade
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Old Bridge Arbitrage Fund Direct Growth
Alternative StrategiesArbitrage FundLow Risk
Direct
NAV (01-Jan-01)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF0S5R01125
Minimum SIP
₹1,000
Exit Load
No Charges
Inception Date
17 Nov 2025
Risk Level
Your principal amount will be at Low Risk
About this fund
- You can start investing in Old Bridge Arbitrage Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
0.54%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.85
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
2.79
Higher the better
Fund Managers
Kenneth Andrade
Since November 2025
Additional Scheme Details
ISIN INF0S5R01125 | Expense Ratio - | Exit Load No Charges | Fund Size - | Age 0 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark NIFTY 50 Arbitrage TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Arbitrage Fund Funds
About the AMC
Old Bridge Mutual Fund
Total AUM
₹2,046 Cr
Address
1705, ONE BKC, C- Wing, G- Block Bandra Kurla Complex Bandra East Mumbai - 400051
Other Funds by Old Bridge Mutual Fund
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Old Bridge Arbitrage Fund Direct Growth Low Risk | - | 0.0% | - | - |
| Old Bridge Focused Equity Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹2046.26 Cr | 2.3% |
Related Articles
Still got questions?
We're here to help.
Who manages the Old Bridge Arbitrage Fund Direct Growth?
- Kenneth Andrade
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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