Old Bridge Arbitrage Fund Regular Growth
Expense Ratio: 0.99
Risk: Low
Hybrid Scheme - Arbitrage Fund
Plan: Regular
Benchmark: Nifty 50 Arbitrage TRI
Inception: 06-11-2025
Exit Load: Nil
Fund Size:₹96.10 Cr
Performance
1Y
FundN/A
Cat. Avg.5.85%
2Y
FundN/A
Cat. Avg.6.23%
3Y
FundN/A
Cat. Avg.6.66%
5Y
FundN/A
Cat. Avg.5.83%
10Y
FundN/A
Cat. Avg.5.68%
SI
Fund3.77%
Cat. Avg.5.52%
Fund Facts
No available Data
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Net Receivables / (Payables) | 165.06 | 87.58% |
| 2 | 364 Days Tbill (MD 13/05/2027) | 14.31 | 7.59% |
| 3 | HDFC Bank Limited | 14.16 | 7.51% |
| 4 | Bharti Airtel Limited | 9.94 | 5.27% |
| 5 | Reliance Industries Limited | 9.19 | 4.87% |
| 6 | Indus Towers Limited | 8.72 | 4.63% |
| 7 | ICICI Bank Limited | 8.09 | 4.29% |
| 8 | JSW Steel Limited | 5.55 | 2.94% |
| 9 | 182 Days Tbill (MD 19/11/2026) | 4.90 | 2.60% |
| 10 | 364 Days Tbill (MD 17/12/2026) | 4.88 | 2.59% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 08 Dec, 25 | 40000 | 40703 | +1.8% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 14 Nov, 25 | 1 L. | 1.04 L. | +3.8% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.