Old Bridge Mutual Fund

Scheme	AUM (in Cr.)	Fund Age	1W	1M	3M	6M	1Y	3Y	5Y
Old Bridge Focused Fund Direct Growth Compare	4,541.99	2 Yrs	-2.11%	-6.96%	-3.93%	1.97%	5.45%	-	-
Old Bridge Flexi Cap Fund Direct Growth Compare	450.88	0 Yrs	-2.53%	-7.56%	-5.97%	-1.89%	-	-	-

Scheme

AUM (in Cr.)

Fund Age

Old Bridge Focused Fund Direct Growth

4,541.99

2 Yrs

-2.11%

-6.96%

-3.93%

1.97%

5.45%

Old Bridge Flexi Cap Fund Direct Growth

450.88

0 Yrs

-2.53%

-7.56%

-5.97%

-1.89%

About Old Bridge Mutual Fund

The Old Bridge Mutual Fund follows the philosophy of an incident that took place in ancient Rome. As per that, bridge engineers stood underneath the bridge, with their safety at stake, to ensure that its security was maximized. Additionally, the bridge was constructed with a high margin of safety, focusing on longevity. The Old Bridge MF stands on similar principles of limiting losses and building the safety of margins. Its effective risk management practices and strategies aim to create long-term and enduring wealth for its investors.

Since its incorporation in 2015 and subsequent SEBI approval in 2016, the Old Bridge mutual fund has been on a steady growth path, building investors' trust. The AMC directors, Kenneth Anndrade, Amit Jasani, Lalith B, and Rishi Kakar, have been instrumental in this journey. With an Asset under management (AUM) of ₹ 223.43 crore (31 March 2024), the Old Bridge mutual fund is a testament to its potential and the trust it has garnered.

The Old Bridge MF offers diverse fund types to suit the needs of varied investors, such as debt funds, equity funds, ELSS funds, and hybrid funds. Its risk management strategies help it manage its investors' funds and provide them with competitive returns in the long run. What sets them apart is their fund managers, each with a wealth of experience in the industry. They make investments based on current market trends to create balanced portfolios for their investors, ensuring the safety and growth of their investments.

The expert's fund management, years of experience, and a strong team are three pillars on which the Old Bridge mutual fund stands firm.

The Old Bridge mutual fund company has several pillars distinguishing it from other mutual funds in the financial market. Some of these advantages include:

Professional fund Management: All the mutual funds in Old Bridge Mutual Fund are professionally managed by experienced and skilled professionals. The fund managers use their expertise to create a high-performing portfolio for investors, keeping in mind their requirements. The experienced fund managers of Old Bridge mutual fund ensure that the investors do not have to worry about their investments after investing through the fund.
Ease and Convenience: Investing in the top Old Bridge mutual fund is not just profitable but also convenient compared with investing in funds independently. Investors can get better returns through the fund manager's expertise than by managing their funds individually. Additionally, they can get wider exposure since the investments of different investors are brought together to invest in various types of funds.
Diversified and Balanced Portfolio: The Old Bridge fund managers create a diversified portfolio for their investors by investing their funds in different asset classes. This ensures that the returns are not dependent on one security that might or might not perform well. Additionally, they also balance the portfolio to ensure that there are enough investments in securities with good growth potential and stable securities with promising returns. As a result, the investors can invest in growing opportunities while minimizing their risk.

The Old Bridge mutual fund has several advantages that have earned its investors' trust over the years. Investors get competitive returns because of its strategic investment approach and risk management policies. Additionally, it follows the guidelines laid down by SEBI to ensure that investments are safe and compliant.

Another way the Old Bridge mutual fund ensures competitive returns for its investors is by diversifying the investments across different asset classes. This ensures that they take only calculated risks that balance investing in growth-oriented securities with balancing the risk with more stable securities. The fund managers also ensure that investments are made in the current market trends and conditions to maximize their return potential in the current circumstances. This is done by studying the past performance of the different securities and analyzing if they have shown a stable performance despite the market fluctuations.

However, despite all these advantages and the expertise of the fund managers, investors must analyze the fund’s performance before investing. It is crucial to ensure that the fund's past performance matches the investor’s expectations and helps them choose the best Old Bridge mutual fund type. Additionally, it is also essential to make an informed decision because the Old Bridge mutual fund is subject to market uncertainties and global events that might alter the expected returns. Thus, it is crucial to make an informed decision and analyze the fund thoroughly to enjoy peace of mind and maximize security.

Investing in mutual funds has become simpler with the help of technological advancements. It allows investors to invest in the financial sector. One such platform that investors can use to invest their funds is Dhan, one of the best trading and investing apps in India.

Besides providing a platform to invest, it also helps investors get an overview of the securities before investing on the platform itself. They can look at the different fund’s ratings, minimum investment amount, AUMs, and one-year, three-year, and five-year returns to make an informed and quick decision.

Here is how you can invest in the Old Bridge mutual fund on Dhan:

Step 1: Download the Dhan trading app from your smartphone's App Store or Google Play Store.
Step 2: Open the app, register with your phone number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.x`
Step 3: Provide your email ID and set up an MPIN for added security.
Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
Step 5: Once your demat account is activated, navigate to the Old Bridge mutual fund.
Step 6: Select the type of fund you wish to invest in based on their ratings, minimum investment amount, returns, and AUMs.
Step 7: Once you have selected the fund type, continue with the payment process. You will have two options: Old Bridge mutual fund lump sum plans and Old Bridge mutual fund SIP plans. Choose the Old Bridge mutual fund SIP option if you are not financially stable enough to invest in one go.
Step 8: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number. Enter that, and you are done.

Following these steps, you can seamlessly invest in the Old Bridge mutual fund through Dhan. You can also calculate your returns using the Old Bridge Mutual fund SIP calculator by entering your SIP amount, duration, and expected return rate. If you choose SIP payments, set up a fixed date for auto payments to make the process hassle-free.

To estimate the potential returns on your investments, you can use the Dhan’s Bajaj Mutual Fund .

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