myplexus

NFO Monitor

Fund Fact

Name of Funds:

Old Bridge Flexi Cap

Opening:

13th February 2026

Closing:

23rd February 2026

Minimum Investment:

Minimum of Rs. 5000/- and in multiple of Rs. 1/-

Plan:

Direct and Regular

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

If redeemed/switched out within 365 days from the date of allotment: 1%

Fund Stats

Objective:

To generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization.

Benchmark:

BSE 500

Fund Manager:

Kenneth Joseph Andrade

Asset Allocation

upto 50% Equity upto 20% Securities Lending

upto 35% Securitized Debt upto 35% Overseas Securities

Comparable existing schemes

360 ONE Flexicap	-1.49(6M)	9.47(1Y)
Aditya Birla Sun Life Flexi Cap	3.06(6M)	18.93(1Y)

Fund Prognosis

Idea Distiller

When a fund out is starting out, the path chosen for scheme launch is quite clear. This follows the playbook.

Fund House AAUM:
228010.22(in Lakhs)
Fund Manager:
Experience of above 34 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Nothing much really. Till the fund house manages a few more schemes and comes up trumps, there isnt much to write about.

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