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Old Bridge Mutual Fund - Schemes, NAV & Returns

Q: What are the main investment goals and objectives of Old Bridge Mutual Fund?

The core objective of Old Bridge Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals. By offering a comprehensive suite of Hybrid, Equity schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.

Q: What is the total number of mutual fund schemes offered by Old Bridge Mutual Fund?

Old Bridge Mutual Fund features a diverse lineup of 12 active schemes spanning equity, debt, hybrid, and index fund categories. This broad selection allows investors to align their investments with their individual risk tolerance and financial goals.

Q: What are the top-performing Old Bridge Mutual Fund schemes for short-term investments up to 1 year?

For short-term investment horizons up to 1 year, the leading performing schemes from Old Bridge Mutual Fund include: Old Bridge Arbitrage Fund Direct-Growth: 1.75% return over 3 months, Old Bridge Arbitrage Fund Direct-Growth: 3.31% return over 6 months, Old Bridge Focused Fund Direct-Growth: 4.34% return over 1 year

Q: Which Old Bridge Mutual Fund schemes are highly recommended for a mid-term horizon of 2 to 5 years?

The top-performing mid-term schemes from Old Bridge Mutual Fund include: Old Bridge Focused Fund Direct-Growth: 2.48% over 2 years

Q: How do the highest and lowest cost structures compare across Old Bridge Mutual Fund schemes?

The highest expense ratio scheme in Old Bridge Mutual Fund is Old Bridge Flexi Cap Fund Regular-Growth at 3.04%, while the lowest expense ratio scheme is Old Bridge Focused Fund Direct-Growth at 1.09%.

Old Bridge Mutual Fund offers one of India's most trusted and diversified investment platforms, with 12 active schemes spanning Hybrid, Equity categories - making it a strong fit for retirement-focused investors at every stage of their journey. The O... Read more

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Highest AUM

₹3,669.65Cr.

Total Funds

12

Inception date

Since 2023

Latest Mutual Funds NAVs

Fund Name	NAV ▾	AUM ▾	3 Month Returns ▾
Old Bridge Arbitrage Fund Direct-Growth	₹10.63	₹188.48 Cr	1.75%
Old Bridge Arbitrage Fund Regular-Growth	₹10.55	₹188.48 Cr	1.53%
Old Bridge Flexi Cap Fund Regular-Growth	₹10.19	₹209.95 Cr	-
Old Bridge Flexi Cap Fund Direct-Growth	₹10.29	₹209.95 Cr	-
Old Bridge Focused Fund Regular-Growth	₹12.38	₹3,669.65 Cr	-
Old Bridge Focused Fund Direct-Growth	₹12.74	₹3,669.65 Cr	-
Old Bridge Arbitrage Fund Regular-IDCW	₹10.55	₹188.48 Cr	1.53%
Old Bridge Flexi Cap Fund Regular-IDCW	₹10.19	₹209.95 Cr	-
Old Bridge Flexi Cap Fund Direct-IDCW	₹10.29	₹209.95 Cr	-
Old Bridge Arbitrage Fund Direct-IDCW	₹10.63	₹188.48 Cr	1.75%
Old Bridge Focused Fund Regular-IDCW	₹12.38	₹3,669.65 Cr	-
Old Bridge Focused Fund Direct-IDCW	₹12.74	₹3,669.65 Cr	-

View all +

Old Bridge Mutual Fund FAQ'S

The core objective of Old Bridge Mutual Fund is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.

By offering a comprehensive suite of Hybrid, Equity schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.

Old Bridge Mutual Fund features a diverse lineup of 12 active schemes spanning equity, debt, hybrid, and index fund categories.

This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.

The flagship scheme commanding the largest market share for the fund house is Old Bridge Focused Fund Regular-Growth, which leads with Assets Under Management (AUM) of ₹3,669.65 Cr.

This serves as a strong indicator of sustained investor trust and market participation.

For short-term financial horizons of up to a year, the top-performing schemes from Old Bridge Mutual Fund based on historical returns include:

Old Bridge Arbitrage Fund Direct-Growth : Delivered 1.75% returns over a 3-month period.
Old Bridge Arbitrage Fund Direct-Growth : Achieved 3.31% returns over a 6-month horizon.
Old Bridge Focused Fund Direct-Growth : Recorded 4.34% returns over a 1-year timeline.

For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the Old Bridge Mutual Fund portfolio are:

Old Bridge Focused Fund Direct-Growth : Generated 2.48% returns over a 2-year period.

Across the active lineup of Old Bridge Mutual Fund, the cost structure varies significantly depending on the scheme category:

Highest Expense Ratio: Old Bridge Flexi Cap Fund Regular-Growth features an expense ratio of 3.04%.
Lowest Expense Ratio: Old Bridge Focused Fund Direct-Growth offers a lower expense ratio of 1.09%.