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Old Bridge Arbitrage Fund - Direct - IDCW

Old Bridge Arbitrage · Arbitrage
Low
₹10.39
Current NAV
25 Jun 2026
5.9%
1Y Return
6.4%
3Y CAGR
6.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.14%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
1.14
Sharpe Ratio
1.34
Beta
-0.86
Alpha
1.30
Sortino
Fund Details
Fund House Old Bridge Arbitrage
Category Arbitrage
AUM ₹190 Cr
Expense Ratio 0.14%
Min SIP ₹500
Min Lumpsum ₹1000
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