Old Bridge Flexi Cap Fund Regular Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Expense ratio (3.03%) is higher than category median (2.17%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +2.91% | +6.72% | -3.81% |
| 3 Months | -4.44% | +0.95% | -5.39% |
| 6 Months | +3.00% | +7.48% | -4.48% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +9.59% | +3.55% | +6.04% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-08-24 | 2026-10-30 | -11.7% | 2 months | Not yet recovered |
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%; Units issued by InvITs: 0%- 10%; * 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 3.9 (on Definition of Large Cap, Mid Cap and Small Cap) of the SEBI Master Circular on Mutual Funds dated March 20, 2026 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. |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 539 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Flexi Cap 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 Flexi Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund | 6.5 | +15.93% | 1.66% | 83.5% | Rs 30,510 cr | Compare → |
| ITI Flexi Cap Fund | 6.5 | +18.16% | 2.31% | 101.6% | Rs 1,773 cr | Compare → |
| Bajaj Finserv Flexi Cap Fund | 7.1 | +16.15% | 2.24% | 96.8% | Rs 9,567 cr | Compare → |
| Invesco India Flexi Cap Fund | 6.6 | +16.81% | 2.08% | 108.7% | Rs 5,980 cr | Compare → |
| 360 ONE FLEXICAP FUND | 6.4 | +16.57% | 2.33% | 92.0% | Rs 2,383 cr | Compare → |
Frequently Asked Questions about Old Bridge Flexi Cap Fund
What is the expense ratio of Old Bridge Flexi Cap Fund?
Old Bridge Flexi Cap Fund has a total expense ratio (TER) of 3.03% with a base expense ratio of 2.08%, compared to the Flexi Cap category median of 2.17%.
Who manages Old Bridge Flexi Cap Fund?
Old Bridge Flexi Cap Fund is managed by Kenneth Joseph Andrade.
What are the historical returns of Old Bridge Flexi Cap Fund?
Old Bridge Flexi Cap Fund has a 1-year return of -.
How large is Old Bridge Flexi Cap Fund?
Old Bridge Flexi Cap Fund manages assets of Rs 539 cr, placing it in the 'small' size band relative to Flexi Cap peers.
How is Old Bridge Flexi Cap Fund scored on MFIQ?
Old Bridge Flexi Cap Fund holds an MFIQ Score of 5.6/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Old Bridge Flexi Cap Fund?
Old Bridge Flexi Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -11.71%.