Sharpe ratio
0.68Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
—1Y Absolute Return
-0.72%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| Old Bridge Flexi Cap Fund Direct GrowthFund since-launch annualised return · 5Y history unavailable | ₹10,67,847 | ₹7,32,612 | ₹3,35,235 | +15.12% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.15
₹1 Lakh since launch₹1.15 Lakh
Fund age0.7 yrs
Fund information
Scheme code154225
ISININF0S5R01133
BenchmarkBSE 500 TRI
CategoryEquity Scheme - Flexi Cap Fund
Expense ratio1.63%
Exit loadExit load of 1%, if redeemed within 365 days
Minimum SIP₹1,000 SIP
Return comparison
| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +23.54% | — | — |
| 3M | -15.41% | — | — |
| 6M | +9.54% | — | — |
| Since Launch | +15.12% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
1.01Return earned while limiting downside risk.
Good
Good downside protection with strong returns.
Standard deviation
12.83%How much the fund’s returns fluctuate over time.
Moderate volatility
Returns can move up and down noticeably.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
1.31How well the fund rewarded investors relative to its biggest decline.
Excellent
Excellent balance between returns and drawdowns.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 37 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Repo | Unspecified | Repo | 5.34% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 3.94% |
| Balkrishna Industries Ltd | Consumer Discretionary | Equity | 3.77% |
| Star Health & Allied Insurance Co. Ltd | Financial | Equity | 3.61% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 3.51% |
| RBL Bank Ltd | Financial | Equity | 3.34% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 3.18% |
| The Federal Bank Ltd | Financial | Equity | 3.11% |
| Gujarat Ambuja Exports Ltd | Consumer Staples | Equity | 3.07% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 3.05% |
Fund management
KE
Kenneth Andrade
Since 2026 · He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
Mr. Andrade is a B.Com (H) from Mumbai University.
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - flexi cap fund. Losses and swings stayed contained — worst fall -11.5%, volatility 12.8%.
Strengths
- Losses and swings stayed contained — worst fall -11.5%, volatility 12.8%.
Weaknesses
- None
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 12.8% volatility.
Risk drivers
- None