Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Old Bridge Arbitrage Fund - Direct - IDCW
monitor_heart Health Score: 44/100 · WeakOld Bridge Mutual Fund · Hybrid · Arbitrage
₹10.45
AUM: ₹173 Cr
NAV updated 15 days ago
Plan
Direct
Option
Idcw
Risk
Moderate
Expense Ratio
1.39%
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)
1.18%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.76%
3m
+1.52%
6m
+3.14%
1y
—
3y
—
5y
—
10y
—
since inception
+4.17%
rate_review TopFund's Take on Old Bridge Arbitrage Fund - Direct - IDCW
Old Bridge Arbitrage Fund - Direct - IDCW lags behind most of its peers in the Arbitrage category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 44/100.
Cost: At 1.39%, the expense ratio is meaningfully cheaper — about 11% below the Arbitrage category average of 1.57% (based on 88 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 modest Sharpe ratio of 0.16 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 1.18% is on the lower side, 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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
Sundaram Arbitrage Fund (Formerly Known as Prinicpal Arbitrage Fund) - Direct Plan - Growth
Sundaram Mutual Fund
WhiteOak Capital Arbitrage Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
Invesco India Arbitrage Fund - Direct Plan - Growth Option
Invesco Mutual Fund
Tata Arbitrage Fund-Direct Plan-Growth
Tata Mutual Fund
TATA Arbitrage Fund Direct Plan - Monthly Payout of Income Distribution cum capital withdrawal option
Tata Mutual Fund
Sundaram Arbitrage Fund( Formerly Known as Principal Arbitrage Fund) - Direct Plan- Monthly Income Distribution CUM Capital Withdrawal
Sundaram Mutual Fund
tips_and_updates 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 ₹10.45. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 1.39% per annum — the annual fee deducted from your investment to cover fund management costs.
Old Bridge Arbitrage Fund - Direct - IDCW is managed by Kenneth Andrade at Old Bridge Mutual Fund.
Old Bridge Arbitrage Fund - Direct - IDCW is a Moderate risk fund. 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.
The Assets Under Management (AUM) of Old Bridge Arbitrage Fund - Direct - IDCW is ₹174 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.