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Old Bridge Arbitrage Fund - Direct - IDCW
TopFund Score: 52/100 · Average
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.19%
- AUM (15%)₹204 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Old Bridge Mutual Fund · Hybrid · Arbitrage
₹10.5
AUM: ₹203 Cr
NAV updated 22 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
1.19%
Exit Load
Exit load of 0.25%, if redeemed within 7 Days.
Fund Manager
Kenneth Andrade
Inception
Nov 2025
Benchmark
NIFTY 50 Arbitrage Total Return Index
Sharpe Ratio
-0.16
Std Dev (1Y)
1.52%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.03%
3m
+1.61%
6m
+2.84%
1y
—
3y
—
5y
—
10y
—
since inception
+4.93%
TopFund's Take on Old Bridge Arbitrage Fund - Direct - IDCW
Old Bridge Arbitrage Fund - Direct - IDCW sits in the middle of the pack for Arbitrage funds. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 52/100.
Cost: At 1.19%, the expense ratio is meaningfully cheaper — about 22% below the Arbitrage category average of 1.53% (based on 104 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.16 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.52% is on the lower side for a Arbitrage fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Old Bridge Arbitrage Fund - Direct - IDCW
The current NAV (Net Asset Value) of Old Bridge Arbitrage Fund - Direct - IDCW is ₹10.5. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio of Old Bridge Arbitrage Fund - Direct - IDCW is 1.19% per annum. This is the annual fee charged by the fund to manage your investment.
Old Bridge Arbitrage Fund - Direct - IDCW is managed by Kenneth Andrade at Old Bridge Mutual Fund.
Old Bridge Arbitrage Fund - Direct - IDCW is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Old Bridge Arbitrage Fund - Direct - IDCW is a Arbitrage fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Old Bridge Arbitrage Fund - Direct - IDCW with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Old Bridge Arbitrage Fund - Direct - IDCW is ₹204 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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