3 Year return

0
Launched on January 2024 (0 year)

Investment Details

₹2500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹375.72 Cr.

Expense Ratio

1.44% (inclusive of GST)

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

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year

Exit load + 15% tax on gains

Withdrawal after 1 year

10% tax on gains over ₹1 Lakh per financial year

Fund Holdings

Holdings

Old Bridge Mutual Fund Managers

KA

Kenneth Andrade

Fund Manager since Jan 2024

Fund House Details

Old Bridge Mutual Fund

Old Bridge Mutual Fund Asset management company

AUM ₹128.15 Cr.
No. of Schemes 3
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Old Bridge Mutual Fund

List of mutual fund schemes by AMC

Key Features of The Fund

5-year return NA
Expense Ratio 1.44%
Fund Manager Kenneth Andrade
Fund Size ₹375.72 Cr
Risk Profile Very High

AMC Contact Details

Name Old Bridge Mutual Fund
Launch Date NA
Addresss NA
Contact NA
Email NA
Website NA

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Combat Inflation with SIP Investments

Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.

FAQs

What is today's NAV of Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Old Bridge Focused Equity Fund Direct IDCW Reinvestment Jun 19 2024 is 11.11

What is the AUM of Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Old Bridge Focused Equity Fund Direct IDCW Reinvestment is 375.72 crore.

What is the expense ratio of Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Old Bridge Focused Equity Fund Direct IDCW Reinvestment is 1.44%

What are the returns of Old Bridge Focused Equity Fund Direct IDCW Reinvestment since inception?

The Old Bridge Focused Equity Fund Direct IDCW Reinvestment was launched on Jan 17 2024. The fund has delivered a CAGR of 12.3 since inception.

What is the minimum SIP amount to invest in Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Old Bridge Focused Equity Fund Direct IDCW Reinvestment is 2500.

How do I invest in Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Old Bridge Focused Equity Fund Direct IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.