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 #49 of 53 in category.
Fund basics
| Category | Equity: Flexi Cap |
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| NAV | ₹10.79 (as of 2026-10-01) |
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| AUM | ₹256 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 | −6.42% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 26.3% |
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| Mid cap | 22.9% |
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| Small cap | 50.8% |
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Concentration
| Top 5 holdings | 16.5% |
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| Top 10 holdings | 31.9% |
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| Total holdings | 35 |
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| Index overlap | 9.6% |
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| Active share | 90.4% |
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Top holdings
- Triparty Repo — 9.8%
- InterGlobe Aviation Limited — 3.4%
- Hindalco Industries Ltd. — 3.3%
- Shriram Finance Limited — 3.3%
- Star Health and Allied Insurance Company Limited — 3.2%
- Balkrishna Industries Ltd. — 3.2%
- Aurobindo Pharma Ltd. — 3.2%
- Gujarat Ambuja Exports Ltd. — 3.2%
- Federal Bank Ltd. — 3.1%
- International Gemological Institute Limited — 3.0%
Top sectors
- Pharma & Biotech — 13.3%
- Automobile — 8.6%
- Cash — 8.3%
Calendar-year track record
No calendar-year history.