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Old Bridge Arbitrage Fund Regular IDCW

Old Bridge Arbitrage · Arbitrage
Low
₹10.34
Current NAV
25 Jun 2026
7.8%
1Y Return
5.3%
3Y CAGR
5.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.83%.
  • Very large asset base (AUM: ₹15,080 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.53
Sharpe Ratio
0.43
Beta
-0.97
Alpha
0.60
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Fund Details
Fund House Old Bridge Arbitrage
Category Arbitrage
AUM ₹15080 Cr
Expense Ratio 0.83%
Min SIP ₹500
Min Lumpsum ₹1000
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