Old Bridge Mutual Fund

About Old Bridge Mutual Fund

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

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

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.

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