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Top Old Bridge Mutual Funds - SIP Schemes, Performance, Returns 2025

Old Bridge Asset Management started in 2023, with a focus on long-term growth. Their main offering, the Old Bridge Focused Fund, manages ₹2,046.26 cr as of October 2025. The fund takes a concentrated approach, investing in around 25-30 high-conviction stocks, primarily in Pharmaceuticals, IT, and Financials.

Top Old Bridge Mutual Funds in 2025

Top Old Bridge Mutual Funds in India (2025)

Here's the list of top Old Bridge mutual funds across equity, debt, hybrid funds offered by Old Bridge Asset Management Private Ltd.

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Showing 1 - 2 of 2 results

last updated at 11:00 PM IST 
NameMFs (2)Sub CategorySub CategoryPlanPlanAUMAUMAMCAMCNAVNAVAbsolute Returns - 3MAbsolute Ret. - 3MAbsolute Returns - 1YAbsolute Ret. - 1YCAGR 3YCAGR 3YExpense RatioExpense RatioExit LoadExit LoadVolatilityVolatilitySharpe RatioSharpe Ratio
1.Old Bridge Focused Fund
Old Bridge Focused Fund
Focused Fund
Focused Fund
Growth
Growth
2,192.40
2,192.40
Old Bridge Asset Management Private Limited
Old Bridge Asset Management Private Limited
6.95
6.95
2.21
2.21
-
-
1.01
1.01
1.00
1.00
15.25
15.25
-0.07
-0.07
2.Old Bridge Arbitrage Fund
Old Bridge Arbitrage Fund
Arbitrage Fund
Arbitrage Fund
Growth
Growth
-
-
Old Bridge Asset Management Private Limited
Old Bridge Asset Management Private Limited
-
-
-
-
-
-
-
-
0.25
0.25
0.61
0.61
1.89
1.89

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Old Bridge Asset Management Private Limited | AUM: Sorted from Highest to Lowest

What are Old Bridge Mutual Funds?

Old Bridge Mutual Funds was launched in 2024 by Old Bridge Asset Management. Its flagship product, the Old Bridge Focused Fund, manages ₹2,046.26 cr as of October 2025. The fund targets 25-30 stocks in sectors like Pharmaceuticals, IT, and Financials. It carries an expense ratio of 1.02%, and there is a 1% exit load if you redeem within one year.

Key Information About Old Bridge Asset Management Private Limited

Here are the key details about Old Bridge Asset Management Private Limited-

Attribute Details
AMC Name Old Bridge Asset Management Pvt. Ltd.
Incorporation Date 8th December 2022
SEBI Registration MF/081/23/07
Sponsor Old Bridge Capital Management Pvt. Ltd.
Trustee Organization Old Bridge Mutual Fund Trustee Pvt. Ltd.
Headquarters 1705, One BKC, C-Wing, G-Block, Bandra Kurla Complex, Bandra East, Mumbai - 400051
Managing Director & CEO Ruchi Pandey
Chief Investment Officer Kenneth Andrade
Compliance Officer Mayuresh Sonavane
Investor Service Officer Manish Bhojraj
Number of Schemes 1 (Old Bridge Focused Fund)
Assets Under Management ₹1,941 cr (as of April 2024)
Website oldbridgemf.com

Types of Funds Offered by Old Bridge Mutual Fund

Old Bridge Equity Funds

Old Bridge Asset Management offers one equity fund: the Old Bridge Focused Fund. This fund follows a concentrated strategy, investing in a select number of high-conviction stocks across different sectors. The goal is to achieve long-term growth by focusing on quality businesses with strong fundamentals.

Overview of the Top Old Bridge Mutual Fund Schemes

Old Bridge Focused Fund

The Old Bridge Focused Fund is an equity fund that uses a concentrated portfolio strategy. It invests in high-conviction stocks from various sectors. Launched in 2024, the fund aims for long-term growth. It currently has an AUM of ₹2,046.26 cr and has delivered a 12.10% CAGR since its inception.

How to Invest in Old Bridge Mutual Funds?

Here’s how you can identify and invest in top Old Bridge Mutual Funds with Tickertape Mutual Fund Screener -

  1. Launch Tickertape Mutual Fund Screener.
  2. Add a filter “AMC” and select “Old Bridge Asset Management Company Ltd”.
  3. Sort out the top Old Bridge mutual funds based on over 50 fundamental and technical filters.
  4. After identifying the Old Bridge mutual funds that align with your investment thesis, cOld Bridgek on “Place Order” to invest in the Old Bridge mutual funds.

With Tickertape Mutual Fund Screener, you can invest a ‘lumpsum’ or start a ‘SIP’ in Old Bridge mutual funds. Moreover, by connecting your portfolio, you can do a deep analysis of your portfolio and assess its performance.

Top Old Bridge Mutual Funds Managers

Kenneth Andrade

Kenneth Andrade is the Chief Investment Officer and a founder-director of Old Bridge Capital Management. With over 30 years of experience in Indian capital markets, he has previously served as the Chief Investment Officer at IDFC Asset Management, managing one of India’s largest equity funds with assets under management (AUM) exceeding $8 billion. At Old Bridge, he co-manages the flagship Old Bridge Focused Fund, employing a concentrated portfolio strategy focused on high-conviction stocks across various sectors.

Tarang Agrawal

Tarang Agrawal is a fund manager at Old Bridge Asset Management, jointly responsible for managing the Old Bridge Focused Fund. He brings a strong analytical background and a keen understanding of market dynamics to the fund management team. His approach complements Kenneth Andrade’s value-driven investment philosophy, aiming to deliver long-term capital appreciation to investors.

Risks Associated with Old Bridge Mutual Funds

Focused Stock Risk

The Old Bridge Focused Fund concentrates on a small number of stocks, which makes it vulnerable if one of those stocks performs poorly. If one of the high-conviction picks doesn’t live up to expectations, it can significantly impact the fund’s overall performance, much more than a diversified fund would.

Market Ups and Downs

Since the fund is equity-focused, it’s tied to market movements. When the market experiences sudden drops or periods of uncertainty, the fund could see its value decline, especially if the sectors it focuses on are hit. If you're not comfortable with this kind of market exposure, it could be a risk.

Sector Sensitivity

The fund’s performance can also be influenced by specific sectors it targets. For example, if the fund is heavily invested in tech stocks and the sector faces a downturn, the fund might feel the brunt of that. This makes it important to watch sector performance closely as it can impact returns.

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Factors to Consider Before Investing in Old Bridge Mutual Funds

Comfort with Volatility

The Old Bridge Focused Fund tends to experience more pronounced fluctuations due to its concentrated stock picks. If you’re open to handling some level of volatility for the potential of higher long-term returns, this fund could align with your investment strategy.

Long-Term Investment Horizon

This fund is geared towards long-term investors. It’s designed to generate value over several years, so if you're looking for short-term gains or quick liquidity, it may not be the right fit. Patience is key with this type of strategy.

Role in Your Portfolio

Given the concentrated nature of the fund, it’s important to assess how it fits into your broader portfolio. If you have other diversified investments, adding this fund could bring higher risk but also higher reward. However, if your portfolio is already high-risk, this fund might increase your exposure too much.

Belief in a Select Group of Stocks

The Old Bridge Focused Fund focuses on a few stocks that the managers believe will outperform. If you trust their strategy and believe in their stock selection, it could be a good match for your portfolio. However, if you prefer a more diversified approach, this concentrated strategy might feel uncomfortable.

Documents Required to Invest in Old Bridge Mutual Fund

Here are the documents you may require to invest in Old Bridge Mutual Funds:

  1. Proof of Identity (PoI)
  2. Proof of Address (PoA)
  3. Bank Account Details
  4. Photograph

Note: For the latest details, visit Old Bridge Asset Management's official website.



Conclusion

Old Bridge Mutual Funds, with their focus on a concentrated selection of high-conviction stocks, present an alternative approach to traditional equity investing. The Old Bridge Focused Fund offers potential long-term growth, though it is exposed to higher levels of market volatility. You can also use Tickertape Mutual Fund Screener to explore and track Old Bridge’s funds, utilising the 50+ filters to conduct technical and comparative analysis..

Frequently Asked Questions About Old Bridge Mutual Funds

  1. How to start an Old Bridge mutual fund SIP online?

    Here’s how you can start a SIP in Old Bridge mutual funds,

    1. Launch Tickertape Mutual Fund Screener.
    2. Select the Old Bridge Mutual Funds that align with your investment goals.
    3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”

    Your order will be placed.

  2. How to calculate Old Bridge mutual fund returns?

    Here’s how you can calculate returns on your Old Bridge mutual fund investment -
    Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

    With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get the latest data on the Old Bridge mutual funds’s performance.

  3. Does Old Bridge offer tax-free mutual fund schemes?

    No, Old Bridge does not offer any Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

    Disclaimer: You can check the latest information about Old Bridge mutual funds on Tickertape Mutual Fund Screener.

  4. How to cancel/stop a Old Bridge mutual fund SIP?

    To cancel the Old Bridge mutual funds SIP, please refer to the official website.

    Disclaimer: Please do your own research or consult your financial advisor before making a financial decision. How to withdraw money from Old Bridge mutual funds?

    Here’s how to withdraw/redeem from Old Bridge mutual funds on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Old Bridge mutual funds you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Old Bridge mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund

  5. How to withdraw money from Old Bridge mutual funds?

    Here’s how to withdraw/redeem from Old Bridge mutual funds on Tickertape Mutual Fund Screener -

    1. Step 1 - Select the Old Bridge mutual funds you want to redeem
    2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
    3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
    4. Step 4 - Find the Old Bridge mutual funds you want to withdraw under “Mutual Funds” section (or “My Investments”),
    5. Step 5 - Tap on the mutual fund

  6. What are the redemption charges of Old Bridge mutual funds?

    Old Bridge mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on the Tickertape Mutual Fund Screener.

  7. Which are the top-performing Old Bridge mutual funds?

    Here is the mutual fund offered by the Old Bridge AMC:

    1. Old Bridge Focused Fund

  8. How to increase the SIP amount in Old Bridge mutual funds?

    You can do it from your broker account or from the Old Bridge mutual fund official website.

  9. How to choose the best Old Bridge mutual funds before investing?

    Here’s how to choose the best Old Bridge mutual funds for investing -

    1. Assess your risk tolerance.
    2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
    3. Compare the expense ratio.
    4. Evaluate portfolio diversification across sectors, market c=aps, and asset classes.
    5. Understand tax implications as equity and debt funds are taxed differently.
    6. Check for exit load and lock-in period.


    Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.