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Old Bridge Flexi Cap Fund Regular Growth
monitor_heart Health Score: 36/100 · WeakOld Bridge Mutual Fund · Equity · Flexi Cap
₹10.84
AUM: ₹209 Cr
NAV updated 10 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.61%
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
2.09
Std Dev (1Y)
12.24%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+2.59%
3m
+7.25%
6m
—
1y
—
3y
—
5y
—
10y
—
since inception
+10.19%
rate_review TopFund's Take on Old Bridge Flexi Cap Fund Regular Growth
Old Bridge Flexi Cap Fund Regular 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 36/100.
Cost: At 1.61%, the expense ratio runs 73% above the Flexi Cap category average of 0.93%. 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 2.09 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 12.24% is fairly typical for actively managed equity funds.
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.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Old Bridge Flexi Cap Fund Regular Growth
The current NAV (Net Asset Value) of Old Bridge Flexi Cap Fund Regular Growth is ₹10.84. NAV is updated every business day after market close by AMFI.
Return data is not yet available for this fund.
The expense ratio is 1.61% per annum — the annual fee deducted from your investment to cover fund management costs.
Old Bridge Flexi Cap Fund Regular Growth is managed by Kenneth Andrade at Old Bridge Mutual Fund.
Old Bridge Flexi Cap Fund Regular Growth is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, Old Bridge Flexi Cap Fund Regular Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of Old Bridge Flexi Cap Fund Regular Growth is ₹210 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.