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Old Bridge Arbitrage Fund Regular 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
Regular
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
-0.77
Std Dev (1Y)
1.51%
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
+4.21%
TopFund's Take on Old Bridge Arbitrage Fund Regular IDCW
Old Bridge Arbitrage Fund Regular 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 -0.77 — 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 1.51% 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 Regular IDCW
The current NAV (Net Asset Value) of Old Bridge Arbitrage Fund Regular 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 Regular IDCW is 1.19% per annum. This is the annual fee charged by the fund to manage your investment.
Old Bridge Arbitrage Fund Regular IDCW is managed by Kenneth Andrade at Old Bridge Mutual Fund.
Old Bridge Arbitrage Fund Regular IDCW is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Old Bridge Arbitrage Fund Regular 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 Regular 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 Regular 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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