Old Bridge Arbitrage Growth Direct Plan
SIP amount
Min. ₹2,500
Lumpsum amount
Min. ₹5,000

Old Bridge Arbitrage Growth Direct Plan

NAV
₹10.1533
+0.05%
(3 Feb)
AUM
109 Cr
TER
0.14%
Risk
Low Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.2%
+7.2%
+7.1%
+7.0%
+6.4%
NA
3Y
+7.9%
+7.8%
+7.9%
+7.8%
+7.0%
NA
5Y
+6.8%
+6.7%
+6.7%
+6.7%
+5.9%
NA
ALL
+7.0%
+6.5%
+7.1%
+6.9%
+6.8%
+1.5%
VOL
1.0%
1.0%
1.0%
1.0%
-
0.7%
TER
0.4%
0.3%
0.4%
0.4%
-
0.1%
AUM
₹27,400 Cr
₹20,013 Cr
₹72,153 Cr
₹16,270 Cr
-
₹109 Cr
INFO
6.86
6.76
7.05
7.08
-
2.26
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Old Bridge Arbitrage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Net Receivables / (Payables)
78.6%
Future on BANK Index
14.9%
Muthoot Finance Limited - NCD & Bonds - NCD & Bonds
4.6%
India (Republic of)
4.5%
T-Bill
4.5%
India (Republic of)
4.3%
Triparty Repo
4.1%
HDFC Bank Ltd
3.7%
Tata Steel Ltd
3.3%
State Bank of India Future Feb 26
3.1%
Top industry exposure
Financial Services
29.2%
Industrials
11.9%
Basic Materials
7.2%
Consumer Cyclical
6.2%
Healthcare
5.1%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
To generate income by investing in arbitrage opportunities between cash and derivative segments of the equity markets and by investing the balance in debt and money market instruments.There is no assurance or guarantee that the objectives of the scheme will be achieved.
Fund manager(s)
Kenneth Andrade

FAQs