Flexi Cap · Equity

Old Bridge Flexi Cap Fund

Old Bridge Asset Management Private Limited

Benchmark

BSE 500 TRI

Riskometer

Very High

Size

₹482 cr

Allotted

Not on record

Holdings as of

30 Sep 2026

Old Bridge Flexi Cap Fund is a flexi cap fund of Old Bridge Asset Management Private Limited with ₹482 cr under management. Its direct plan charges 1.56% a year.

Has Old Bridge Flexi Cap Fund beaten its benchmark?

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−3.29%	−3.60%	—
3 months	−1.98%	−5.03%	—
6 months	+5.13%	−1.83%	—
1 year	—	−4.06%	—
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 4 Mar 2026	—	—	—

Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	—	—	—	—	—
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Flexi Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Mar 2026 to 13 Oct 2026

Fund 110Nifty 500 TRI 108

₹100 put in at the start of Mar 2026 would be ₹110 on 13 Oct 2026, against ₹108 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Old Bridge Flexi Cap Fund cost?

1.56% a year on the direct plan, 3.06% on the regular plan; 38 of 46 funds in its category charge less.

Direct plan

1.56% a year

Category median 0.96%

Regular plan

3.06% a year

Category median 2.19%

Gap

1.50 points

for the same holdings

38 of 46 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Flexi Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Old Bridge Flexi Cap Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

What does Old Bridge Flexi Cap Fund hold?

36 holdings as of 30 Sep 2026; the ten largest are 35.8% of the fund, the largest Shriram Finance Limited at 4.0%.

Mix

Holdings as of 30 Sep 2026

Equity91.6%Debt0.0%Cash8.4%Other0.0%

Holdings

34 shares

Top ten

35.8%

of the fund

Effective holdings

31.8

spread, as if equal-weighted

Matched to our table

100%

of the equity

Five largest

% of fund

Shriram Finance Limited4.01%

Hindalco Industries Limited3.99%

International Gemological Institute Limited3.89%

Gujarat Ambuja Exports Limited3.76%

Star Health And Allied Insurance Company Limited3.60%

Five largest industries

% of fund

Pharmaceuticals & Biotechnology15.1%

Commercial Services & Supplies7.70%

Finance7.40%

Agricultural Food & other Products7.10%

Construction5.90%

By company size

% of equity · SEBI size lists

Large Cap26.6%Mid Cap22.2%Small Cap51.3%

How does Old Bridge Flexi Cap Fund score against its category?

Seven scores against funds of its kind, and the warning signs it trips.

Scorecard

🔒 Pro

Seven scores, each out of 5, against funds in its category, with the reasons, and the warning signs it trips: in the app.

Open scorecard in the app →

Are the companies inside any good?

The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.

The companies inside

🔒 Pro

The holdings weighted by their share of the fund: P/E and ROE, forensic risk levels, Valarth's valuation view, quality, moats, balance sheets and who owns them: in the app.

How is Old Bridge Flexi Cap Fund run?

Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.

How it is run

🔒 Pro

Turnover, what it bought and sold and when, how long it holds, size drift, cash and its record in new listings, from up to two years of monthly holdings files: in the app.

Which funds hold much the same?

The index it is nearest and the funds whose holdings overlap most.

not an index tracker

Nearest to the Nifty 50: 90% of it differs from the index (an active fund is usually above 60%).

Active share 89.5%60%

Funds that hold much the same

% of holdings in common

Old Bridge Focused Fund29.7% the same

9 shared holdings

HDFC Mid Cap Fund17.8% the same

9 shared holdings

DSP Quant Fund17.4% the same

7 shared holdings

How much is in its sponsor's own group?

Holdings in companies of the fund house's sponsor group, beside the index.

Related-party exposure

🔒 Pro

How much of the fund is in companies of its sponsor's own group, beside what the index holds of them: in the app.

Questions people ask

What is the expense ratio of Old Bridge Flexi Cap Fund?

1.56% a year on the direct plan and 3.06% on the regular plan (expense report, Oct 2026).