Old Bridge Flexi Cap Fund Direct Growth
Get the latest NAV of Old Bridge Flexi Cap Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹10.75
1D
NAV as on 09 Oct 2026
6.6%/per year
Since Inception
▲▼
917 people have invested ₹ 2.3Cr in Old Bridge Flexi Cap Fund in the last three months
Old Bridge Flexi Cap Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (09-Oct-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Old Bridge Flexi Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Old Bridge Flexi Cap Fund Asset Allocation
See fund asset allocation details as on (04-Oct-26)
Fund Distribution
as on (04-Oct-26)
Old Bridge Flexi Cap Fund Sector Allocation
See fund sector allocation details as on (04-Oct-26)
Sector Allocation
Top 3 Sectors in September were Consumer Cyclical, Financial Services & Health
Consumer Cyclical
19%
Financial Services
19%
Health
15%
Consumer Cyclical
19%
Financial Services
19%
Health
15%
Old Bridge Flexi Cap Fund Holdings Details
as on (30-Sep-26)
Old Bridge Flexi Cap Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.54% |
Benchmark | BSE 500 TRI |
| AUM | ₹397 Cr |
| Inception Date | 2 March, 2026 |
| Min Lumpsum/SIP | ₹5,000/₹1,000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 683.95% |
| Risk |   Very High Risk |
About Old Bridge Flexi Cap Fund
Old Bridge Flexi Cap Fund Direct Growth is an equity fund. This fund was started on 2 March, 2026. The fund is managed by Kenneth Andrade. The fund could potentially beat inflation in the long-run.
Key Parameters
- Old Bridge Flexi Cap Fund has ₹397 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
- The fund has an expense ratio 1.5.
Returns
Old Bridge Flexi Cap Fund has given a CAGR return of 6.60% since inception.
Holdings
Old Bridge Flexi Cap Fund has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Financial Services, Health, Industrial, Basic Materials, Consumer Defensive, Tech, Utilities, Real Estate. Its top holdings are InterGlobe Aviation Ltd, Hindalco Industries Ltd, Shriram Finance Ltd, Star Health and Allied Insurance Co Ltd, Balkrishna Industries Ltd
Taxation
As it is a flexi cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Old Bridge Flexi Cap Fund
To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization. There is no assurance or guarantee that the objectives of the scheme will be achieved.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Old Bridge Flexi Cap Fund has no lock in period.
Fund Manager
Kenneth Andrade
Fund Manager of Old Bridge Flexi Cap Fund, since 2 March 2026
- AUM of the fund stands at 397 Cr as of Sep'26
- AUM has remained same between Sep'26 and Aug'26
Frequently Asked Questions for Old Bridge Flexi Cap Fund Direct Growth
How do I invest in Old Bridge Flexi Cap Fund?
- Download the INDmoney app.
- Search for ‘Old Bridge Flexi Cap Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.