Old Bridge Arbitrage Fund - Direct Plan - Direct Growth
Arbitrage Funds earn from price differences between the cash and futures markets, with at least 65% in equity-related positions. Risk is generally low and returns are usually close to short-term debt; they are taxed as equity funds.Read more
- Current NAV₹10.6027
- Fund Size (AUM)—
- Expense Ratio—
- 1Y Return—
- 3Y Return (CAGR)—
- 5Y Return (CAGR)—
- Category Rank (3Y)—
- Riskometer—
- Min. SIP / Lump sum—
More figures (11)
- Since Launch (CAGR)+5.98%
- Benchmark—
- Volatility (3Y)1.67 %
- Sharpe Ratio (3Y)—
- Beta (3Y)—
- 52-week High / Low₹10.6027 / ₹10.0029
- Max Drawdown-0.7 %
- Launched14 Nov 2025
- Lock-in—
- Portfolio Turnover—
- Fund Managers—
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Volatility over 3 years was 1.7% a year.
- Its biggest fall from a peak was 0.7% (18 May 2026 to 29 May 2026).
AI analysis
Plenitude AI reads the figures on this page and explains them in plain language.
Thinking of investing?
We help you invest in the Regular plan of schemes that suit your goals, and review them every year.
Book a free consultation Compare with other fundsReturns vs benchmark and category
| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.24% | +0.67% | +1.64% | +3.13% | +5.14% | — | — | — | — | — | — | +5.98% |
Point-to-point NAV returns as on 16 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Arbitrage Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD |
|---|---|
| This fund | +5.14% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 1.67% | 1.67% |
| Sharpe ratio ? | — | — |
| Sortino ratio ? | — | — |
| Maximum drawdown | -0.70% | -0.70% |
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
Compare with all Arbitrage Funds (39)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- Old Bridge Mutual Fund
- Category
- Arbitrage Funds · Hybrid
- Plan / option
- Direct · Growth
- AMFI scheme code
- 153979
- ISIN
- INF0S5R01125
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Arbitrage Funds
Arbitrage Funds earn from price differences between the cash and futures markets, with at least 65% in equity-related positions. Risk is generally low and returns are usually close to short-term debt; they are taxed as equity funds.
Generally used by investors parking money for a few months who are in a higher tax slab.
Other plans of this scheme
Questions about this scheme
What is the NAV of Old Bridge Arbitrage Fund today?
What returns has Old Bridge Arbitrage Fund given?
What is the expense ratio of Old Bridge Arbitrage Fund?
How risky is this fund?
What is the difference between Direct and Regular plans?
What are Arbitrage Funds?
Have a question about this topic?
Tell us a little about your situation and an expert will call you back, usually within 2 hours on business days.
Book your free wealth consultation
- 100% free
- No obligation
- Reply within 2 hours
Request received!
Thank you for trusting Plenitude Connect. An expert will contact you shortly. Please check your inbox for details.