List of Top Old Bridge Mutual Fund

About Old Bridge Mutual Fund

Old Bridge Mutual Fund offers investors mutual fund schemes designed to cater to different financial goals and risk appetites. Old Bridge Mutual Fund was constituted as a trust on February 21, 2023, and registered with SEBI on September 1, 2023, under registration number MF/081/23/07. It is sponsored by Old Bridge Capital Management Private Limited, while Old Bridge Mutual Fund Trustee Private Limited acts as the trustee and Old Bridge Asset Management Private Limited serves as the investment manager.

Old Bridge Capital follows an investment approach based on fundamental analysis and long-term wealth creation. This approach involves analysing companies, their financial performance, growth potential and valuations to assess investment opportunities. However, the investment strategy, asset allocation and risk profile vary depending on the objectives and mandate of each scheme.

Old Bridge Mutual Fund offers a focused range of schemes, including the Old Bridge Flexi Cap Fund, Old Bridge Focused Fund and Old Bridge Arbitrage Fund. The Old Bridge Flexi Cap Fund is an open-ended dynamic equity scheme that invests across large-cap, mid-cap and small-cap stocks. The Old Bridge Focused Fund invests in a portfolio of up to 30 stocks across market capitalisations. The Arbitrage Fund follows a different investment strategy, seeking to benefit from price differences between related market positions. Each scheme carries risks specific to its investment approach.

Old Bridge Asset Management Private Limited was incorporated on December 8, 2022. It was appointed as the investment manager of Old Bridge Mutual Fund through an investment management agreement dated March 31, 2023. The AMC manages the schemes in accordance with their respective investment objectives and the SEBI (Mutual Funds) Regulations.

How to Invest in Old Bridge Mutual Funds through Motilal Oswal?

You can invest in Old Bridge Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. The Old Bridge Mutual Fund investment process is simple and can be completed online.

  1. Log in to the Motilal Oswal platform.
  2. Go to the Mutual Funds section and search for Old Bridge Mutual Fund.
  3. Browse the available Old Bridge Mutual Fund schemes and review the relevant scheme details.
  4. Select the Old Bridge Mutual Fund scheme you want to invest in.
  5. Choose SIP or lumpsum investment, based on the applicable scheme requirements.
  6. Enter the investment amount and complete the payment process.

The applicable minimum investment amount and other scheme-specific requirements may vary across Old Bridge Mutual Fund schemes. Review the respective scheme page on Motilal Oswal for the latest details before investing.

Why Invest in Old Bridge Mutual Funds Through Motilal Oswal?

Motilal Oswal provides access to mutual fund schemes from multiple AMCs through a single platform. Investors can browse Old Bridge Mutual Fund schemes, review relevant scheme information and invest through available SIP or lumpsum options, subject to the applicable scheme requirements.

Old Bridge Mutual Fund FAQs

How can I invest in Old Bridge Mutual Fund through Motilal Oswal?

You can invest in Old Bridge Mutual Fund schemes through Motilal Oswal after completing the required KYC and account-opening process. Log in to the Motilal Oswal platform, go to the Mutual Funds section, search for Old Bridge Mutual Fund, select a scheme, and choose SIP or lumpsum investment based on the applicable scheme requirements.

What is the minimum investment amount for Old Bridge Mutual Fund?

The minimum investment amount for Old Bridge Mutual Fund varies across schemes and may differ for SIP and lumpsum investments. Investors should check the individual scheme page for the latest minimum investment requirement.

How can I redeem Old Bridge Mutual Fund investments?

You can redeem eligible Old Bridge Mutual Fund investments through Motilal Oswal, subject to the applicable scheme terms. Select the relevant investment, initiate the redemption request and follow the instructions to complete the process. Applicable exit loads and other scheme-specific conditions should be checked before placing a redemption request.

What are the exit load charges for Old Bridge Mutual Fund schemes?

Exit load charges for Old Bridge Mutual Fund schemes vary depending on the scheme and the period for which the investment is held. Investors should check the respective scheme's exit load before investing or redeeming their units.

How are returns from Old Bridge Mutual Fund calculated?

Returns from Old Bridge Mutual Fund schemes depend on the scheme's NAV movement and the investment period. For investments held for more than one year, returns are generally expressed as CAGR, while absolute returns may be used for shorter periods. Investors can use the Motilal Oswal Mutual Fund Returns Calculator to estimate returns based on the investment amount and duration.

What should I consider before investing in Old Bridge Mutual Fund schemes?

Before investing in Old Bridge Mutual Fund schemes, consider the scheme's investment objective, investment horizon, risk level, asset allocation, portfolio, expense ratio, exit load and historical performance. The suitability of a scheme depends on an investor's individual financial goals and risk profile. Mutual fund investments are subject to market risks, so investors should read the scheme-related documents carefully before investing.

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Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The information provided here is for informational purposes only and does not constitute financial advice..