Old Bridge Flexi Cap Fund
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization.
Growthvine rating: 1/5 — ranked #50 of 52 in category.
Fund basics
| Category | Equity: Flexi Cap |
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| NAV | ₹11.53 (as of 2026-08-21) |
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| AUM | ₹210 Cr |
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| Expense ratio | 2.10% |
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| Riskometer | Very High |
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| Fund manager | Kenneth Andrade |
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| Exit load | 1% for redemption within 365 days |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | -3.24% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 27.8% |
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| Mid cap | 19.9% |
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| Small cap | 52.3% |
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Concentration
| Top 5 holdings | 18.2% |
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| Top 10 holdings | 33.6% |
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| Total holdings | 35 |
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| Index overlap | 9.5% |
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| Active share | 90.5% |
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Top holdings
- Triparty Repo — 5.3%
- Mahindra & Mahindra Financial Services Limited — 3.9%
- Balkrishna Industries Ltd. — 3.8%
- Star Health and Allied Insurance Company Limited — 3.6%
- Shriram Finance Limited — 3.5%
- RBL Bank Limited — 3.3%
- Mahindra & Mahindra Ltd. — 3.2%
- Federal Bank Ltd. — 3.1%
- Gujarat Ambuja Exports Ltd. — 3.1%
- TATA MOTORS PASSENGER VEHICLES LIMITED — 3.0%
Top sectors
- Pharma & Biotech — 12.4%
- Automobile — 10.0%
- Agricultural & Farm Machinery — 7.9%
Calendar-year track record
No calendar-year history.