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

Old Bridge Arbitrage IDCW Reinvest Direct Plan

NAV
₹10.1858
-0.06%
(24 Feb)
AUM
117 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%
+7.2%
+7.1%
+6.3%
NA
3Y
+7.8%
+7.8%
+7.8%
+7.8%
+7.0%
NA
5Y
+6.7%
+6.7%
+6.7%
+6.8%
+5.9%
NA
ALL
+6.5%
+6.5%
+6.5%
+6.8%
+6.8%
+1.9%
VOL
1.1%
1.1%
1.1%
2.1%
-
0.7%
TER
0.3%
0.3%
0.3%
0.4%
-
0.1%
AUM
₹20,563 Cr
₹20,563 Cr
₹20,563 Cr
₹28,593 Cr
-
₹117 Cr
INFO
5.91
5.91
5.91
3.23
-
2.74
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 IDCW Reinvest (DR)
₹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 Jan
Top holdings
Net Receivables / (Payables)
78.9%
Future on BANK Index
13.6%
HDFC Bank Ltd
4.3%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
4.3%
Muthoot Finance Limited - NCD & Bonds - NCD & Bonds
4.3%
30/04/2026 Maturing 182 DTB
4.2%
14/05/2026 Maturing 182 DTB
4.2%
17/12/2026 Maturing 364 DTB
4.1%
Future on Tata Steel Ltd
3.3%
Tata Steel Ltd
3.3%
Top industry exposure
Financial Services
27.2%
Industrials
10.0%
Consumer Cyclical
9.8%
Basic Materials
6.7%
Healthcare
4.3%
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