Old Bridge Flexi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Flexi Cap funds is 66.68% .
The largest portfolio holding is TREPS with a portfolio weight of 5.34% .
The fund currently owns more than 37 stocks.
The top 10 holdings account for 35.92% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | -1.16% |
| 2 Year Return | N/A | 12.01% |
| 3 Year Return | N/A | 35.81% |
| 4 Year Return | N/A | 52.38% |
| 5 Year Return | N/A | 66.68% |
| 6 Year Return | N/A | 109.08% |
| 7 Year Return | N/A | 129.34% |
| Expense Ratio | 0.83% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
5.34%
|
||
| 2 | Financials |
3.94%
|
|
| 3 | Consumer Discretionary |
3.77%
|
|
| 4 | Finance - Non Life Insurance |
3.61%
|
|
| 5 | Non-Banking Financial Company (NBFC) |
3.51%
|
|
| 6 | Financials |
3.34%
|
|
| 7 | Consumer Discretionary |
3.18%
|
|
| 8 | Financials |
3.11%
|
|
| 9 | Agricultural Products |
3.07%
|
|
| 10 | Consumer Discretionary |
3.05%
|
|
| 11 | Power - Transmission/Equipment |
3.03%
|
|
| 12 | Health Care |
2.97%
|
AMC: OLDBRIDGE
Category: Equity • Flexi Cap
Launch Date: 13 Feb 2026
Fund Manager: Mr. Kenneth Joseph Andrade
Minimum Purchase: ₹5,000
Exit Load: If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil.
Lock-in: 1
Risk: Moderate Risk
Old Bridge Flexi Cap Fund - Direct Plan is managed by OLDBRIDGE and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
View Similar Funds