Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF0S5R01166
Minimum SIP
₹1,000
Exit Load
1.00%
Inception Date
02 Mar 2026
About this fund
- You can start investing in Old Bridge Flexi Cap Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
13.12%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.79
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
1.30
Higher the better
Fund Managers
Kenneth Andrade
Since March 2026
Additional Scheme Details
ISIN INF0S5R01166 | Expense Ratio - | Exit Load 1.00% | Fund Size - | Age 0 month | Lumpsum Minimum ₹5,000 | Fund Status Open Ended Investment Company | Benchmark BSE 500 TRI |
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 Flexi Cap Funds
About the AMC
Old Bridge Mutual Fund
Total AUM
₹2,505 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 Flexi Cap Fund Direct Growth Very High Risk | - | 1.0% | - | - |
| Old Bridge Arbitrage Fund Direct Growth Low Risk | 0.1% | 0.0% | ₹109.33 Cr | - |
| Old Bridge Focused Equity Fund Direct Growth Very High Risk | 1.0% | 1.0% | ₹2418.65 Cr | 16.8% |
Risk Level
Your principal amount will be at Very High Risk
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Who manages the Old Bridge Flexi Cap Fund Regular Growth?
- Kenneth Andrade
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