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Old Bridge Arbitrage Fund Regular-growth

Hybrid
Large Cap
Low Risk

Latest AUM

₹ 140.2 Cr.

NAV as on 20 may, 2026

₹ 10.26

+20.58% 3 years annulised
This Fund
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Fund Details

Fund Names Old Bridge Arbitrage Fund Regular-growth
Inception Date 13 Nov 2025
Lock In No Lock-in
Risk Principal at low risk
Category Average Annual Returns 6.53

Portfolio Composition Analysis

Debt 9.66%
Cash 90.72%
Portfolio Updated on: 01 Jan, 1970

Sector Allocations

Equity Debt
Financial
184.65%
Industrials
76.18%
Materials
53.65%
Healthcare
40.69%
Consumer Discretionary
33.19%
Technology
32.78%
Energy & Utilities
30.45%
Consumer Staples
25.93%
Real Estate
23.98%
Financial
123.90%

Portfolio Updated on: 20 may, 2026

Top 10 Holdings

Name Sector Instruments Assets
ICICI Bank Ltd Financial Equity 1.00%
HDFC Bank Ltd Financial Equity 7.03%
HDFC Bank Ltd Financial Equity 5.08%
HDFC Bank Ltd Financial Equity 1.00%
Bharat Heavy Electricals Ltd Industrials Equity 1.00%
JSW Steel Ltd Materials Equity 1.00%
ICICI Bank Ltd Financial Equity 4.34%
Bharti Airtel Ltd Technology Equity 1.00%
Bajaj Finance Ltd Financial Equity 4.18%
Bharat Heavy Electricals Ltd Industrials Equity 4.06%

Debt & Credit Risk Analysis

Returns vs. Category (1 year)
Returns vs. Category (RSI)

Returns Analysis

Tenure Absolute Annualised Category Average
3 Months 0.91% NA 1.51%
6 Months 2.42% NA 3.08%

Old Bridge Arbitrage Fund Regular-growth is one Hybrid mutual fund offered by Old Bridge Mutual Fund. Launched on 13 Nov 2025, the fund aims Income over short term, Income through arbitrage opportunities between the equity spot and equity derivatives market and arbitrage opportunities within the equity derivatives segment It manages assets worth ₹140.2 crore as on Tue Mar 31, 2026. The expense ratio stands at 0.99%.

Top Performing Mutual Funds

Fund name
Invesco India Arbitrage Fund Direct-growth26,370.1+0.39%+1.47%+3.17%+6.66%+7.61%+6.89%
Invesco India Arbitrage Fund Direct-idcw26,370.1+0.39%+1.47%+3.17%+6.66%+7.61%+6.89%
Kotak Arbitrage Fund Direct-growth67,116.5+0.37%+1.49%+3.16%+6.53%+7.64%+6.80%
Kotak Arbitrage Fund Direct-idcw Monthly67,116.5+0.37%+1.49%+3.16%+6.53%+7.64%+6.80%
Edelweiss Arbitrage Fund Direct-growth14,413.9+0.33%+1.45%+3.11%+6.50%+7.58%+6.76%
Edelweiss Arbitrage Fund Direct-idcw14,413.9+0.33%+1.45%+3.11%+6.50%+7.58%+6.76%
Edelweiss Arbitrage Fund Direct-idcw Monthly14,413.9+0.33%+1.45%+3.11%+6.50%+7.58%+6.76%
SBI Arbitrage Opportunities Fund Direct-growth41,059.2+0.39%+1.48%+3.12%+6.52%+7.49%+6.72%
SBI Arbitrage Opportunities Fund Direct-idcw41,059.2+0.39%+1.48%+3.12%+6.52%+7.49%+6.72%
Tata Arbitrage Fund Direct-growth20,686.4+0.34%+1.48%+3.24%+6.63%+7.62%+6.72%

growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More Funds from Old Bridge Mutual Fund

Fund name
Old Bridge Arbitrage Fund Direct-growth140.2+0.12%+1.12%+2.86%
Old Bridge Arbitrage Fund Regular-idcw140.2+0.05%+0.91%+2.42%
Old Bridge Arbitrage Fund Direct-idcw140.2+0.12%+1.12%+2.86%

growth is based on 1-month returns of the funds

Top Mutual Funds

Fund name
Kotak Arbitrage Fund Regular-growth67,116.5+0.32%+1.33%+2.84%+5.88%+7.00%+6.17%
Kotak Arbitrage Fund Direct-growth67,116.5+0.37%+1.49%+3.16%+6.53%+7.64%+6.80%
Kotak Arbitrage Fund Regular-idcw Monthly67,116.5+0.32%+1.33%+2.84%+5.88%+7.00%+6.17%
Kotak Arbitrage Fund Direct-idcw Monthly67,116.5+0.37%+1.49%+3.16%+6.53%+7.64%+6.80%
SBI Arbitrage Opportunities Fund Direct-growth41,059.2+0.39%+1.48%+3.12%+6.52%+7.49%+6.72%
SBI Arbitrage Opportunities Fund-growth41,059.2+0.35%+1.35%+2.87%+5.99%+6.93%+6.20%
SBI Arbitrage Opportunities Fund Direct-idcw41,059.2+0.39%+1.48%+3.12%+6.52%+7.49%+6.72%
SBI Arbitrage Opportunities Fund-idcw41,059.2+0.35%+1.35%+2.87%+5.99%+6.93%+6.20%
ICICI Prudential Equity Arbitrage-growth31,341.6+0.28%+1.27%+2.81%+5.86%+6.86%+6.00%
ICICI Prudential Equity Arbitrage Direct-growth31,341.6+0.33%+1.39%+3.07%+6.42%+7.46%+6.59%

Top funds are based on Fund AUM

Top Hybrid Funds

Fund name
Invesco India Arbitrage Fund Direct-growth₹36.50+7.61%+6.89%
Invesco India Arbitrage Fund Direct-idcw₹19.82+7.61%+6.89%
Kotak Arbitrage Fund Direct-growth₹42.33+7.64%+6.80%
Kotak Arbitrage Fund Direct-idcw Monthly₹11.21+7.64%+6.80%
Edelweiss Arbitrage Fund Direct-growth₹21.98+7.58%+6.76%
Edelweiss Arbitrage Fund Direct-idcw₹15.71+7.58%+6.76%
Edelweiss Arbitrage Fund Direct-idcw Monthly₹18.05+7.58%+6.76%
Sbi Arbitrage Opportunities Fund Direct-growth₹37.98+7.49%+6.72%
Sbi Arbitrage Opportunities Fund Direct-idcw₹20.52+7.49%+6.72%
Tata Arbitrage Fund Direct-growth₹15.99+7.62%+6.72%

growth is based on 5Y returns of the funds

Historical NAV

Date NAV
20 May 2026 ₹10.26
19 May 2026 ₹10.28
18 May 2026 ₹10.28
15 May 2026 ₹10.28
14 May 2026 ₹10.27
13 May 2026 ₹10.26
12 May 2026 ₹10.27
11 May 2026 ₹10.26
08 May 2026 ₹10.27
07 May 2026 ₹10.26
06 May 2026 ₹10.25
05 May 2026 ₹10.26
04 May 2026 ₹10.25
30 Apr 2026 ₹10.25
29 Apr 2026 ₹10.26
28 Apr 2026 ₹10.25
27 Apr 2026 ₹10.24
24 Apr 2026 ₹10.24
23 Apr 2026 ₹10.25
22 Apr 2026 ₹10.25
21 Apr 2026 ₹10.25
20 Apr 2026 ₹10.26
17 Apr 2026 ₹10.24
16 Apr 2026 ₹10.24
15 Apr 2026 ₹10.24
13 Apr 2026 ₹10.24
10 Apr 2026 ₹10.23
09 Apr 2026 ₹10.23
08 Apr 2026 ₹10.23
07 Apr 2026 ₹10.23

Portfolio Updated on: 21 May, 2026

Fund Growth & Size Analysis

+₹140.2 Cr Since Launch
This Fund
Category Average

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Old Bridge Arbitrage Fund Regular-growth Returns Comparison

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Old Bridge Arbitrage Fund Regular-growth FAQ'S

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Wallet
Estimated breakdown of Monthly expenses

Feel free to adjust as you wish

Current household spend would be used to estimate the monthly expense post retirement..

Salary Slip

Children's education

Did you know that IIM Ahmedabad fees has increased from 15.5 L in 2015 to 27.5 L in 2025 - 5.4% annualised change!

We have assumed 6% increase in fees every year

Children's wedding

The big Fat Indian wedding is constantly evolving with newer themes and a shift towards more experiential weddings

We have assumed 10% increase in wedding expense every year

Travel the world

International getaways are getting common but they don't come cheap!

We have assumed 6% inflation rate on travel

House

Real estate has been a key interest area for many investors which has led to sharp rise in prices in the recent times

We have assumed 8% annual increase in real estate prices

Emergency funds

Cost of medical treatment and healthcare services is rising at a rapid pace with advancement in medical technology

We have assumed 12% annual increase for any medical emergencies

Others

Did you know a Honda city costed 8 Lakhs in 2002 is now priced at 18 L (~4% annualised change)!

We have assumed a 5% annual inflation on these spends, you may want to buy a new car or plan a holiday etc.

Balloons

Inflation is how prices of goods and services rise over time, meaning your money buys less than before. Simply put, things get more expensive each year

Change the inflation rate if you want
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India's inflation trend for past few years

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