Old Bridge Flexi Cap Fund - Direct Plan - Direct Growth
Mutual Fund · Equity Scheme - Flexi Cap Fund · As of 18 Oct 2026, 7:46 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
59/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 0.6 years of history — too short to judge through a full cycle
Investment Checklist
3 / 3 checks passed
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹10.81
As of
16 Oct 2026
Fund History Available
0.6 yrs
Short history — treat all return figures with caution
Since-Inception Return (CAGR)
13.2%
Only 0.6 yrs of history available — no clean 1Y/3Y/5Y figure yet
Annualized Volatility
12.2%
Relatively stable
Sharpe Ratio (est.)
0.54
Moderate
Max Drawdown
-8.3%
Contained
Category
Equity Scheme - Flexi Cap Fund
Fund House
Old Bridge Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Navi Flexi Cap Fund - Direct Plan - Growth
8.0%
IDBI FLEXI CAP FUND Growth Direct
—
DSP Flexi Cap Fund - Direct Plan - Growth
-4.1%
HSBC Flexi Cap Fund - Direct Plan - Growth
1.9%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,36,133
Estimated Gain
₹2,36,133
Watch Items
This fund doesn't have enough history yet for a reliable 1-year return — the since-inception figure above is annualized from a shorter period and should be treated as rougher.
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
