Old Bridge Flexi Cap Fund Regular Growth
Fund House: Old Bridge Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 13-02-2026 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| TER: 2.42% As on (30-03-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 112.02 Cr As on 31-03-2026(Source:AMFI) |
| Turn over: - | 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 |
10.77
-0.03 (-0.2786%)
7.59%
Benchmark: 12.21%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
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.
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 Flexi Cap Fund Regular Growth | 13-02-2026 | - | - | - | - | - |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 19.09 | 7.87 | 22.18 | 18.61 | - |
| Navi Flexi Cap Fund - Regular Plan - Growth | 02-07-2018 | 14.07 | 7.7 | 13.31 | 12.37 | - |
| Helios Flexi Cap Fund - Regular Plan - Growth Option | 13-11-2023 | 13.44 | 9.46 | - | - | - |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 12.77 | 8.06 | 19.94 | - | - |
| LIC MF Flexi Cap Fund-Regular Plan-Growth | 15-04-1993 | 12.64 | 5.27 | 12.68 | 11.88 | 11.29 |
| Quant Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | 12.22 | 3.69 | 18.29 | 17.78 | 19.65 |
| Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth | 01-08-2023 | 11.59 | 10.36 | - | - | - |
| HSBC Flexi Cap Fund - Regular Growth | 24-02-2004 | 11.34 | 9.42 | 18.85 | 15.88 | 13.77 |
| ICICI Prudential Flexicap Fund - Growth | 10-07-2021 | 10.84 | 9.07 | 17.67 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
12.4%
Others
59.08%
Large Cap
19.79%
Mid Cap
8.73%
