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HybridArbitrage FundDirect · Growth

Old Bridge Arbitrage Fund Direct Growth

Old Bridge · Scheme 153979

10.52 0.09%NAV · 2026-09-18
63
Decent FundScore
Start SIP
AUM
₹204 cr
Expense ratio
1.15%
3Y CAGR
Risk level
Low to Moderate
Min SIP
₹2,500
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Kenneth AndradeExit load: Exit load of 0.25%, if redeemed within 7 Days.
Decent · 63/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 1%.
  • Low volatility (2% a year) — a steady, low-drama ride.
  • Max drawdown: -1%
  • Direct plan: no distributor commission

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe -0.10) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • Sharpe ratio: -0.10
  • Sortino ratio: -0.14

FundScore breakdown

63/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
25
Risk-adjusted
Weak
100
Downside protection
Excellent
63
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.