Old Bridge Arbitrage Fund Regular Growth
Fund House: Old Bridge Mutual Fund
Category: Hybrid: Arbitrage
Status: Open Ended Schemes
Launch Date: 06-11-2025
Minimum Investment: 5000.0
Asset Class: EQUITY
Minimum Topup: 1000.0
Benchmark: NIFTY 50 Arbitrage TRI
Total Assets: 0.0 As on ()
Expense Ratio: 0.0% As on (31-10-2025)
Turn over: 81.00% | Exit Load: If redeemed/switched out within 7 days from the date of allotment: 0.25% 1 If redeemed/switched out after 7 days from the date of allotment – Nil
NAV as on 05-12-2025
10.0327
0.0066
CAGR Since Inception
0.28%
NIFTY 50 Arbitrage TRI 6.26%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Old Bridge Arbitrage Fund Regular Growth | - | - | - | - | 0.28 |
| Benchmark | - | - | - | - | - |
| Hybrid: Arbitrage | 6.08 | 6.9 | 5.56 | 5.69 | 5.46 |
Funds Manager
Mr. Kenneth Joseph Andrade
RETURNS CALCULATORS for Old Bridge Arbitrage Fund Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Old Bridge Arbitrage Fund Regular Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Old Bridge Arbitrage Fund Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Old Bridge Arbitrage Fund Reg Gr | 06-11-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| WhiteOak Capital Arbitrage Fund Reg Gr | 09-09-2024 | 6.52 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Arbitrage Reg Gr | 22-06-2006 | 6.49 | 7.1 | 7.21 | 5.83 | 5.81 |
| SBI Arbitrage Opportunities Reg Gr | 03-11-2006 | 6.46 | 7.01 | 7.26 | 5.98 | 5.75 |
| Kotak Arbitrage Fund Reg Gr | 29-09-2005 | 6.37 | 7.11 | 7.29 | 5.99 | 5.93 |
| ABSL Arbitrage Reg Gr | 24-07-2009 | 6.36 | 6.96 | 7.09 | 5.77 | 5.74 |
| ICICI Pru Equity Arbitrage Gr | 30-12-2006 | 6.36 | 7.0 | 7.12 | 5.81 | 5.79 |
| Invesco India Arbitrage Gr | 30-04-2007 | 6.36 | 7.0 | 7.22 | 5.97 | 5.81 |
| ITI Arbitrage Reg Gr | 05-09-2019 | 6.34 | 6.85 | 6.69 | 4.93 | 0.0 |
| Edelweiss Arbitrage Reg Gr | 05-06-2014 | 6.32 | 6.98 | 7.13 | 5.84 | 5.87 |
Asset Allocation (%)
Key Performance and Risk Statistics of Old Bridge Arbitrage Fund Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Old Bridge Arbitrage Fund Regular Growth | - | - | - | - | - | - |
| Hybrid: Arbitrage | - | - | - | - | - | - |