Primarily market-linked growth exposure
To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization. There is no assurance or guarantee that the objectives of the scheme will be achieved.
Investors with a long horizon who can tolerate meaningful falls in value.
Share-price volatility, valuation risk, concentration and tracking risk where applicable.
How the money may be invested
Equity and Equity Related Instruments* (including units of REIT): 65%- 100%: Very High; Debt and Money Market Instruments: 0%- 35% : Low to Medium; Units issued by InvITs: 0%- 10%: Very High; * The scheme will invest across large cap, mid cap and small cap stocks. Large Cap, Mid Cap, Small Cap companies are those companies which are classified by Securities and Exchange Board of India (SEBI) or Association of Mutual Funds in India (AMFI) from time to time. Presently as per Para 2.7 (on Definition of Large Cap, Mid Cap and Small Cap) of the SEBI Master Circular on Mutual Funds dated June 27, 2024 large cap companies will comprise of companies from 1st to 100th companies, Mid cap companies will comprise of companies from 101st to 250th and small cap companies will comprise of companies from 251st onwards in terms of full market capitalization. If there is any updation in the list of large, mid and small cap companies, the Scheme would rebalance its portfolio (if required) in line with the updated list, within a period of one month.
- SEBI category
- Flexi Cap Fund
- Fund type
- An open-ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.
- Primary benchmark
- BSE 500 TRI
Use the latest monthly portfolio
Top holdings are the largest securities currently owned by the scheme. Names and weights can change every month, so a copied list can become misleading. Open the AMC's current official portfolio or factsheet below and look for this exact fund name.
Manager and scheme tenure
- Fund manager(s)
- Mr. Kenneth Joseph Andrade
- Manager tenure on this scheme
- Since Since Inception
- Role / co-management
- Primary
The tenure above is experience managing this scheme, not the manager's total career experience. For education, qualifications and prior roles, open the latest official AMC factsheet or manager profile below.
Latest NAV records
NAV is a per-unit accounting value. Compare returns, portfolio, risk and cost — never choose a fund only because its NAV looks low.
| Plan / option reported by AMFI | NAV | Date |
|---|---|---|
| Old Bridge Flexi Cap Fund - Direct Plan - Direct - IDCW | ₹11.4000 | 04 Sep 2026 |
| Old Bridge Flexi Cap Fund - Direct Plan - Direct Growth | ₹11.4000 | 04 Sep 2026 |
| Old Bridge Flexi Cap Fund - Regular Plan - Regular Growth | ₹11.3100 | 04 Sep 2026 |
| Old Bridge Flexi Cap Fund - Regular Plan - Regular IDCW | ₹11.3100 | 04 Sep 2026 |
What you pay and how money moves
- Stated expense ratio
- Regular 3.12%, Direct 1.63%
- Exit load
- If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment – Nil
- Minimum application
- Rs. 5000/- · multiples of Re. 1/-
- SIP frequency
- SIP - Daily,Weekly, Fortnightly, Monthly(Default Frequency), Quarterly,Half Yearly, Yearly SWP - Monthly, Quarterly, Half Yearly, Yearly STP - Daily, Weekly, Fortnightly, Monthly, Quarterly
- Minimum SIP amount
- SIP - Rs. 2500/-, SWP - Rs. 1000, STP - For Quarterly - Rs. 3000/-, Other Frequency - Rs. 1000/-
- Minimum instalments
- SIP - 6, SWP - Monthly - 6, Quarterly & Half-yearly - 4, Yearly - 2, STP - Quarterly - 2, Other Frequency - 6
How a mutual-fund investment is paid
- Complete KYCIdentity, PAN, bank and contact verification are required.
- Choose route and optionUnderstand direct vs regular and growth vs IDCW before selecting.
- Choose SIP or lump sumSIP uses an automated mandate; lump sum is a one-time payment.
- Receive units at applicable NAVCut-off time, cleared funds and scheme rules determine the applicable NAV.
- Review, do not chaseTrack goal fit, risk, manager/mandate changes, costs and portfolio — not daily noise.
Download and verify at source
The packaged Scheme Summary PDF is the official AMFI file, unchanged. Live AMC links are included for time-sensitive factsheets, top holdings and portfolios.
Source verification date: 06 September 2026. If a live document differs from this page, rely on the newer official document.