Old Bridge Mutual Fund
AUM
₹3,418.84 cr.
No. of Schemes
9
AMC Age
3Yrs
Old Bridge Mutual Fund is a relatively new fund house in India, providing a curated range of schemes across multi cap and hybrid categories. Investors can conveniently access Old Bridge’s schemes digitally via platforms such as Angel One, making SIP or lump-sum investments through a simple, paperless process once KYC is completed.Read More
List of Top Old Bridge Mutual Fund Schemes
Fund Name | Action | ||||||
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Old Bridge Mutual Fund is a relatively new mutual fund house in India that began operations after receiving SEBI’s licence to operate as a mutual fund under Old Bridge Asset Management Private Limited. It is sponsored by Old Bridge Capital Management Pvt. Ltd., a firm with a strong pedigree in portfolio management.
Old Bridge Mutual Fund is an asset‑management company (AMC) that offers diversified mutual fund schemes to investors with the aim of long‑term wealth creation. It follows a disciplined investment approach rooted in rigorous research, valuation discipline, and a focus on buying high‑quality businesses at reasonable prices to build a “margin of safety” in portfolios, a philosophy that echoes the ethos behind its name “Old Bridge.”
The AMC is backed by Old Bridge Capital Management, founded by seasoned investment professional Kenneth Andrade, who has extensive experience in the Indian markets and prior mutual fund management experience.
Old Bridge Mutual Fund Key Information
| Particulars | Details |
| Name of Mutual Fund | Old Bridge Mutual Fund |
| Date of setup | Sep 01, 2023 |
| Sponsor | Old Bridge Capital Management Private Limited |
| Trustee Company | Old Bridge Mutual Fund Trustee Private Limited |
| AMC | Old Bridge Asset Management Private Limited |
| AMC Incorporation Date | December 08, 2022 |
| SEBI Registration ID | MF/081/23/07 |
| Custodian | Deutsche Bank AG |
| RTA (Registrar) | KFIN Technologies Ltd. |
| AMC Address | 1705, One BKC, C Wing, G Block, Bandra Kurla Complex, Bandra (East), |
| Official Website | Old Bridgemf.com |
Old Bridge Mutual Fund Managers
KA
Fund Manager since Mar 2024 (2 years)
TA
Fund Manager since Jun 2026
Investing in Old Bridge Mutual Fund schemes via Angel One is designed to be fully digital, allowing you to start SIPs or make lump-sum investments through a single dashboard. Angel One highlights that investors can explore a large catalogue of direct mutual fund schemes and invest seamlessly through its platform.
Step-by-step process on Angel One
- Log in to Angel One:Open the Angel One app/website and navigate to the “Mutual Funds” section. Angel One’s SIP page outlines that SIP initiation begins by logging in and selecting Mutual Funds.
- Search and shortlist Old Bridge schemes:Use the search bar to type “Old Bridge” and review the available Old Bridge schemes (e.g., Dynamic Asset Allocation, Flexi Cap, Liquid). Old Bridge’s official site lists these funds as part of its current offering.
- Review key scheme parameters:Before investing, check the scheme category (equity/hybrid/debt), risk level, time horizon suitability, expense structure (direct vs regular), and historical/available performance data (where applicable). You can also cross-check scheme fundamentals on Old Bridge’s website.
- Choose investment type: SIP or Lump Sum:Angel One explicitly provides a SIP flow: choose a fund, enter monthly amount and duration, then proceed to invest. If you prefer a one-time allocation, select lump sum instead.
- Complete payment and place order:Confirm details and place your order. Once submitted, you can track status within your mutual fund order/portfolio area on Angel One.
Documents Required to Invest in Old Bridge Mutual Fund
To invest in Old Bridge Mutual Fund through Angel One (or any regulated platform), you must be KYC-compliant. Angel One notes that starting a SIP generally requires standard KYC documentation such as identity proof, address proof, and PAN details.
- PAN card (mandatory for mutual fund investing in India)
- Address proof (e.g., Aadhaar/valid address document as accepted in KYC)
- Identity proof (as per KYC norms)
- Bank account details (for purchases and redemptions; typically validated via bank proof/cancelled cheque depending on platform flow)
If your KYC is already completed, investments can be quicker. If not, most platforms guide you through digital KYC/verification as part of onboarding. Always ensure your name, PAN, and bank details match to avoid transaction rejections.
Top Old Bridge Mutual Funds to Invest in
| Name | Category | AUM | Absolute Returns - 1Y |
| Old Bridge Focused Fund | Focused Fund | 2418.646 | 16.98 |
| Old Bridge Arbitrage Fund | Arbitrage Fund | 117.487 | 0 |
Old Bridge Mutual Fund FAQs
Is Old Bridge Mutual Fund SEBI/AMFI registered?
Yes. AMFI’s member page lists Old Bridge Mutual Fund and provides its SEBI Registration ID (MF/081/23/07).
How many schemes does Old Bridge Mutual Fund currently offer?
Old Bridge currently has 2 funds: Old Bridge Focused Fund and Old Bridge Arbitrage Fund.
Can I invest in Old Bridge Mutual Fund through Angel One?
Yes. Angel One provides a mutual fund investing platform and outlines steps to start SIPs by logging in and selecting Mutual Funds. You can search and invest in available Old Bridge schemes there.
Are Old Bridge Mutual Funds actively managed?
Yes, all Old Bridge schemes follow an active, high-conviction investment approach.
What documents are generally required to invest in mutual funds via Angel One?
KYC documents such as identity proof, address proof, and PAN details are generally required to start a SIP through Angel One.
Where is Old Bridge Mutual Fund’s AMC based?
Old Bridge Mutual Fund is based out of Mumbai (1705, One BKC, C Wing, G Block, Bandra Kurla Complex, Bandra (East),).
Who is the Registrar and Transfer Agent (RTA) for Old Bridge Mutual Fund?
KFIN Technologies Ltd is the (RTA) for Old Bridge Mutual Fund.
Which Old Bridge fund is typically considered lower risk among the two?
The Old Bridge Arbitrage Fund is considered the lower-risk option compared to the Old Bridge Focused Equity Fund.
