Old Bridge Mutual Fund · Equity · mandate: maximum 30 stocks, ≥65% in equities · benchmark: NIFTY 500 TRI (TRI proxy)
AUM (all plans)
3,088 cr
TER direct / regular
1.14% / 2.19%
Active return /yr (full)
7.0%
Score
64
Rank (Score, pool)
#22 of 245
Percentile (full, pool)
50
IR vs benchmark
1.05
CAGR (absolute)
14.6%
Max drawdown
-17.2%
Months of data
31
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
—
—
—
—
—
—
0
FY23
—
—
—
—
—
—
—
0
FY24*
-3.7%
-4.5%
—
50
—
2.4%
-1.4%
2
FY25
8.3%
5.7%
1.24
85
6.4%
5.9%
14.2%
12
FY26
3.3%
2.6%
0.59
72
5.4%
-3.1%
0.2%
12
FY27*
10.9%
9.0%
4.77
93
4.7%
15.1%
26.0%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
-2.8
-0.9
+1.9
-1.9
+1.8
+3.9
+2.5
-1.2
+1.3
-0.6
-0.2
+3.7
2025
-1.9
+1.9
+0.4
-1.2
-0.4
+0.1
-2.8
+1.1
+0.1
+0.2
+0.7
+3.0
+0.9
2026
+1.8
-1.1
+1.8
+1.3
+1.8
+2.7
-0.0
+3.5
+12.4
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2024
-1.3
-0.1
+5.4
-1.1
+8.7
+8.3
+3.5
+0.9
-5.0
-0.6
-1.6
+17.4
2025
-5.3
-5.9
+7.7
+2.0
+3.2
+3.9
-5.6
-0.8
+1.3
+4.5
+1.6
+2.7
+8.5
2026
-1.5
-0.6
-9.6
+11.8
+1.8
+4.3
+2.1
+3.8
+11.5
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard