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Flexi Cap📊 NIFTY 500 TRI(SEBI default)

Old Bridge Flexi Cap Fund · Regular · Growth

Old Bridge Mutual Fund

NAV

₹10.9000

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹29 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
3Y
5Y
Since Inception
+9.00%

SIP returns (XIRR)

1Y
3Y
5Y
Since Inception
+44.45%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,500

Invested

₹1,531

Value today

19.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

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1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,053

Value today

20.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

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₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,13,175

Value today

-3.0%

vs lumpsum

Direct lumpsum would have beaten STP by 3.0% — but STP reduced timing risk

Model your own STP with real NAV

Performance Comparison

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Fund Details

Fund HouseOld Bridge Mutual Fund
CategoryFlexi Cap
BenchmarkNIFTY 500 TRI ✓
Launch Date02 Mar 2026
AMFI Code154226
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit LoadIf redm/so out within 1 yr from the date of allotment: 1% If redm/so witin 1 yr from the date of allotment Nil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Old Bridge Flexi Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

Old Bridge Flexi Cap Fund · Regular · Growth is a Flexi Cap mutual fund offered by Old Bridge Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹29.2 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations