How to check the XIRR of Old Bridge Arbitrage Fund - Direct - IDCW Payout?

You can track the exact XIRR and portfolio overlapping of Old Bridge Arbitrage Fund - Direct - IDCW Payout alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for Old Bridge Arbitrage Fund - Direct - IDCW Payout?

Use the MutualSaathi Portfolio Analyzer to compare Old Bridge Arbitrage Fund - Direct - IDCW Payout with other funds, PMS, and AIFs to detect hidden stock overlaps.

Old Bridge Arbitrage Fund - Direct - IDCW Payout

Old Bridge Mutual Fund

Expense Ratio: 0.14

Risk: Low

Hybrid Scheme - Arbitrage Fund

Plan: Direct

Benchmark: Nifty 50 Arbitrage TRI

Inception: 06-11-2025

Exit Load: Nil

Fund Size:₹96.10 Cr

Performance

FundN/A

Cat. Avg.6.58%

FundN/A

Cat. Avg.6.94%

FundN/A

Cat. Avg.7.38%

FundN/A

Cat. Avg.6.53%

10Y

FundN/A

Cat. Avg.6.33%

Fund4.37%

Cat. Avg.6.05%

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	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	Net Receivables / (Payables)	CASH	Others		Others		165.06	87.58%
2	364 Days Tbill (MD 13/05/2027)	DEBT	T-Bills		SOVEREIGN	5.58%	14.31	7.59%
3	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		14.16	7.51%
4	Bharti Airtel Limited	Equity	Listed	Large Cap	Telecom - Services		9.94	5.27%
5	Reliance Industries Limited	Equity	Listed	Large Cap	Petroleum Products		9.19	4.87%
6	Indus Towers Limited	Equity	Listed	Large Cap	Telecom - Services		8.72	4.63%
7	ICICI Bank Limited	Equity	Listed	Large Cap	Banks		8.09	4.29%
8	JSW Steel Limited	Equity	Listed	Large Cap	Ferrous Metals		5.55	2.94%
9	182 Days Tbill (MD 19/11/2026)	DEBT	T-Bills		SOVEREIGN	5.41%	4.90	2.60%
10	364 Days Tbill (MD 17/12/2026)	DEBT	T-Bills		SOVEREIGN	5.41%	4.88	2.59%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
SI	08 Dec, 25	40000	40813	+2.0%	N/A

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
SI	14 Nov, 25	1 L.	1.04 L.	+4.4%	N/A

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP 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.