Old Bridge Flexi Cap Fund - Direct Plan - Direct - IDCW
Flexi Cap Funds invest at least 65% in equity and can move freely between large, mid and small companies as the fund manager sees fit.
- Current NAV₹10.8100
- 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)+7.99%
- BenchmarkNifty 500
- Volatility (3Y)12.26 %
- Sharpe Ratio (3Y)—
- Beta (3Y)0.62
- 52-week High / Low₹11.6200 / ₹9.8600
- Max Drawdown-8.3 %
- Launched4 Mar 2026
- Lock-in—
- Portfolio Turnover—
- Fund Managers—
Performance chart
Benchmark: Nifty 500 price index (excludes dividends, so it slightly understates the index's total return). Past performance may or may not be sustained in future.
Quick take
- Volatility over 3 years was 12.3% a year (Nifty 500: 15.9%).
- Its biggest fall from a peak was 8.3% (24 Aug 2026 to 8 Oct 2026).
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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 | +0.56% | -2.35% | -2.52% | +2.37% | — | — | — | — | — | — | — | +7.99% |
| Nifty 500 | +1.84% | -1.16% | -4.14% | -1.70% | -6.71% | -5.49% | -3.01% | +8.59% | +7.14% | +13.32% | +11.51% | +11.96% |
Point-to-point NAV returns as on 16 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Direct Growth plans in Flexi Cap Funds. Q1 = top quarter by return over that period.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 12.26% | 12.26% |
| Nifty 500 volatility ? | 15.93% | 15.93% |
| Sharpe ratio ? | — | — |
| Sortino ratio ? | — | — |
| Beta ? | 0.62 | 0.62 |
| R-squared ? | 0.66 | 0.66 |
| Up-market capture ? | 72.70% | 72.70% |
| Down-market capture ? | 19.60% | 19.60% |
| Maximum drawdown | -8.26% | -8.26% |
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
Compare with all Flexi Cap Funds (46)
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
- Flexi Cap Funds · Equity
- Benchmark used here
- Nifty 500 (price index)
- Plan / option
- Direct · IDCW (income distribution)
- AMFI scheme code
- 154228
- ISIN
- INF0S5R01141, INF0S5R01158
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Flexi Cap Funds
Flexi Cap Funds invest at least 65% in equity and can move freely between large, mid and small companies as the fund manager sees fit.
Generally used by investors who want one diversified equity fund and have a horizon of 5+ years.
Other plans of this scheme
Questions about this scheme
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What is the difference between Direct and Regular plans?
What are Flexi Cap Funds?
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