Old Bridge Arbitrage Fund Regular Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Cost-efficient: expense ratio of 1.91% is lower than category median (2.12%).
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +0.75% | +0.72% | +0.03% |
| 3 Months | +1.53% | +1.49% | +0.04% |
| 6 Months | +3.02% | +3.04% | -0.02% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +4.98% | +5.16% | -0.18% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity Related Instruments | 65%- 100%; Debt and money market instruments: 0%- 35%; In the event of adequate arbitrage opportunities not being available in the equity and derivative markets, then 100% of the portfolio can be allocated to Debt and Money Market Instruments |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 227 cr (AMFI Quarterly AAUM (All Plans) as of 2026-09-30). Positioned as comfortable relative to Arbitrage schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Arbitrage Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| THE WEALTH COMPANY ARBITRAGE FUND | 2.8 | - | 2.14% | - | Rs 117 cr | Compare → |
| Samco Arbitrage Fund | 0.8 | - | 2.60% | - | Rs 23.2 cr | Compare → |
| TRUSTMF ARBITRAGE FUND | 3.8 | - | 2.12% | - | Rs 147 cr | Compare → |
| Motilal Oswal Arbitrage Fund | 6.0 | - | - | - | Rs 3,557 cr | Compare → |
| WhiteOak Capital Arbitrage Fund | 6.2 | - | 3.02% | - | Rs 3,150 cr | Compare → |
Frequently Asked Questions about Old Bridge Arbitrage Fund
What is the expense ratio of Old Bridge Arbitrage Fund?
Old Bridge Arbitrage Fund has a total expense ratio (TER) of 1.91% with a base expense ratio of 0.84%, compared to the Arbitrage category median of 2.12%.
Who manages Old Bridge Arbitrage Fund?
Old Bridge Arbitrage Fund is managed by Kenneth Joseph Andrade.
What are the historical returns of Old Bridge Arbitrage Fund?
Old Bridge Arbitrage Fund has a 1-year return of -.
How large is Old Bridge Arbitrage Fund?
Old Bridge Arbitrage Fund manages assets of Rs 227 cr, placing it in the 'comfortable' size band relative to Arbitrage peers.
How is Old Bridge Arbitrage Fund scored on MFIQ?
Old Bridge Arbitrage Fund holds an MFIQ Score of 3.8/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Old Bridge Arbitrage Fund?
Old Bridge Arbitrage Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 1.70% with a maximum historical drawdown of -0.72%.