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 Flexi Cap Fund Direct Growth
TopFund Score: 38/100 · Weak
How this score is calculated
- Star rating (35%)—
- 3Y CAGR (30%)—
- Expense ratio (20%)1.63%
- AUM (15%)₹397 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Old Bridge Mutual Fund · Equity · Flexi Cap
₹11.26
AUM: ₹396 Cr
NAV updated 9 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.63%
Exit Load
Exit load of 1%, if redeemed within 365 days
Fund Manager
Kenneth Andrade
Inception
Mar 2026
Benchmark
BSE 500 Total Return Index
Sharpe Ratio
1.53
Std Dev (1Y)
11.83%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.26%
3m
+2.27%
6m
+12.26%
1y
—
3y
—
5y
—
10y
—
since inception
+12.49%
TopFund's Take on Old Bridge Flexi Cap Fund Direct Growth
Old Bridge Flexi Cap Fund Direct Growth lags behind most of its peers in the Flexi Cap category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 38/100.
Cost: At 1.63%, the expense ratio runs 92% above the Flexi Cap category average of 0.85%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.53 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 11.83% is on the lower side for a Flexi Cap fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors who want the fund manager to freely allocate across large, mid and small caps rather than being boxed into one segment. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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
Similar Funds
ICICI Prudential Retirement Fund - Pure Debt - Growth Option
ICICI Prudential Mutual Fund
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth
Bank of India Mutual Fund
ICICI Prudential Nifty 500 Index Fund - Growth
ICICI Prudential Mutual Fund
ICICI Prudential Retirement Fund - Pure Equity - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
HDFC Focused Fund - GROWTH PLAN
HDFC Mutual Fund
Navi Flexi Cap Fund - Direct Plan - Growth
Navi Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Old Bridge Flexi Cap Fund Direct Growth
The current NAV (Net Asset Value) of Old Bridge Flexi Cap Fund Direct Growth is ₹11.26. 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 Flexi Cap Fund Direct Growth is 1.63% per annum. This is the annual fee charged by the fund to manage your investment.
Old Bridge Flexi Cap Fund Direct Growth is managed by Kenneth Andrade at Old Bridge Mutual Fund.
Old Bridge Flexi Cap Fund Direct Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, Old Bridge Flexi Cap Fund Direct Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Old Bridge Flexi Cap Fund Direct Growth 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 Flexi Cap Fund Direct Growth is ₹397 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.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.