Old Bridge Arbitrage Fund Regular Growth
Fund House: Old Bridge Mutual Fund| Category: Hybrid: Arbitrage |
| Launch Date: 06-11-2025 |
| Asset Class: EQUITY |
| Benchmark: Nifty 50 Arbitrage TRI |
| TER: 2.0% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 188.48 Cr As on 30-06-2026(Source:AMFI) |
| Turn over: - | Exit Load: If redeemed/switched out within 7 days from the date of allotment: 0.25% If redeemed/switched out after 7 days from the date of allotment – Nil |
10.4565
-0 (-0.0124%)
4.52%
Benchmark: 6.3%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate income by investing in arbitrage opportunities between cash and derivative segments of the equity markets and by investing the balance in debt and money market instruments. *Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Old Bridge Arbitrage Fund Regular Growth | 06-11-2025 | - | - | - | - | - |
| Quant Arbitrage Fund - Growth Option - Regular Plan | 04-04-2025 | 6.94 | - | - | - | - |
| WhiteOak Capital Arbitrage Fund Regular Plan Growth | 09-09-2024 | 6.34 | 6.42 | - | - | - |
| Franklin India Arbitrage Fund - Growth | 19-11-2024 | 6.27 | - | - | - | - |
| Invesco India ArbitrageFund - Growth Option | 30-04-2007 | 6.13 | 6.34 | 6.78 | 6.31 | 5.77 |
| UTI Arbitrage Fund - Regular Plan - Growth Option | 22-06-2006 | 6.08 | 6.41 | 6.82 | 6.1 | 5.77 |
| Parag Parikh Arbitrage Fund - Regular Plan Growth | 01-11-2023 | 6.05 | 6.24 | - | - | - |
| Kotak Arbitrage Fund - Regular Plan - Growth | 29-09-2005 | 6.05 | 6.36 | 6.84 | 6.27 | 5.87 |
| HDFC Arbitrage Fund - Regular Plan -Growth Option | 10-10-2007 | 6.05 | 6.3 | 6.74 | 6.07 | 5.58 |
| ICICI Prudential Arbitrage Fund - Growth | 30-12-2006 | 6.04 | 6.35 | 6.73 | 6.1 | 5.73 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.33%
Others
19.84%
Large Cap
65.63%
Mid Cap
12.2%
