Old Bridge Mutual Fund

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Old Bridge Mutual Fund, incorporated in 2015 and approved by SEBI in 2016, has steadily grown in the mutual fund industry. It manages an Asset Under Management (AUM) of ₹808.01 crore. The fund offers a variety of schemes, including equity, debt, hybrid, and ELSS funds, catering to diverse investor needs. It is known for its effective risk management and experienced fund managers. Old Bridge Mutual Fund has built a reputation for creating balanced portfolios. It is also ensuring long-term growth for its investors. The fund’s strategic approach and professional management have earned it a competitive position in the market.
Scheme Name
Min. InvestAUM (In Cr)
2.14%₹5,000₹2,192.40Invest
0.30%₹5,000₹-Invest
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Old Bridge Mutual Fund, incorporated in 2015 and approved by SEBI in 2016, has steadily grown in the mutual fund industry. It manages an Asset Under Management (AUM) of ₹808.01 crore. The fund offers a variety of schemes, including equity, debt, hybrid, and ELSS funds, catering to diverse investor needs. It is known for its effective risk management and experienced fund managers. Old Bridge Mutual Fund has built a reputation for creating balanced portfolios. It is also ensuring long-term growth for its investors. The fund’s strategic approach and professional management have earned it a competitive position in the market.

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1Y returns

2.14%

Min. Invest

₹5,000

AUM

₹2,192.40 Cr

1Y returns

%

Min. Invest

₹5,000

AUM

₹- Cr

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About Old Bridge Mutual Fund

Old Bridge Mutual Fund has developed a mission that transcends traditional investment management, positioning itself as a comprehensive financial partner dedicated to investor empowerment, financial innovation, and sustainable wealth creation. The organization's mission is deeply rooted in creating long-term value while addressing the diverse financial needs of investors across multiple market segments and economic backgrounds.

At the core of Old Bridge Mutual Fund's mission is the commitment to providing holistic and innovative investment solutions. The fund aims to offer a comprehensive range of mutual fund schemes that cater to the unique requirements of investors at different life stages and with varying financial goals. By developing diverse investment products spanning equity, debt, hybrid, and specialized funds, the organization seeks to create flexible investment pathways that enable investors to build personalized and strategic financial portfolios tailored to their specific needs and aspirations.

Financial education and investor empowerment form a critical pillar of the fund's mission. Old Bridge Mutual Fund is dedicated to enhancing financial literacy through comprehensive and innovative awareness programs. The organization conducts extensive investor education initiatives, including digital workshops, research publications, interactive seminars, and personalized financial counseling. Their mission is to demystify complex financial concepts, provide transparent information, and enable investors to make informed and confident investment decisions that can positively impact their long-term financial well-being.

Technological innovation is integral to the fund's mission. Old Bridge has consistently invested in developing advanced digital platforms that transform the investment experience. Their technological solutions aim to offer seamless online transactions, real-time portfolio tracking, comprehensive financial analytics, and user-friendly interfaces. The mission is to leverage technology to make mutual fund investments more accessible, transparent, and convenient for investors across different demographic segments, thereby democratizing investment opportunities and breaking down traditional barriers to financial participation.

Research-driven investment strategies represent a fundamental aspect of the fund's mission. The organization is committed to maintaining the highest standards of professional research and market analysis. By employing sophisticated analytical tools, advanced financial modeling, and a team of experienced fund managers, Old Bridge Mutual Fund aims to deliver well-researched, strategically constructed investment solutions that can effectively navigate complex market dynamics and generate potential long-term value for investors.

Sustainable and responsible investing are deeply embedded in the fund's mission. The organization has progressively integrated environmental, social, and governance (ESG) considerations into its investment philosophy. By identifying and supporting companies with robust sustainability practices, ethical business models, and positive societal impact, the fund aims to generate long-term value while contributing to broader social and environmental objectives. This approach reflects a commitment to creating investments that not only generate financial returns but also contribute to meaningful societal progress.

Risk management is another critical component of the fund's mission. Old Bridge Mutual Fund is committed to implementing comprehensive risk mitigation strategies across its investment portfolios. Through advanced risk assessment techniques, strategic diversification, continuous portfolio monitoring, and sophisticated hedging mechanisms, the fund aims to protect investor interests while maintaining competitive return potential and providing a sense of security to investors.

The mission of promoting systematic and disciplined investing is a key focus for the organization. Old Bridge actively encourages systematic investment plans (SIPs) that help investors benefit from rupee-cost averaging, reduce market volatility impact, and create potential wealth accumulation opportunities over extended periods. This approach reflects their commitment to helping investors develop sustainable long-term financial strategies that can withstand market fluctuations.

Customer-centricity is a fundamental principle driving the fund's mission. Old Bridge Mutual Fund is dedicated to creating personalized investment experiences that prioritize investor needs, preferences, and financial goals. By offering transparent communication, personalized financial advice, and responsive customer support, the fund aims to build long-term trust and meaningful relationships with investors.

How to Invest in Old Bridge Mutual Fund?

Investing in Old Bridge Mutual Fund offers several compelling advantages. The points make it an attractive option for both new and seasoned investors. One of the primary reasons is the fund’s strong track record of performance. Since its start, Old Bridge Mutual Fund has consistently delivered competitive returns. It is outperforming many of its peers in the industry. This performance is a testament to the fund’s strategic investment approach and the expertise of its management team.

Another significant reason to invest in Old Bridge Mutual Fund is its diversified portfolio. The fund offers a wide range of schemes. This includes equity, debt, hybrid, and ELSS funds. All these options cater to various investment goals and risk appetites. This diversification helps in spreading risk and optimizing returns. It will further provide a balanced investment experience. Investors can choose schemes that align with their financial objectives, whether it’s long-term growth, income generation, or tax savings.

The fund’s commitment to transparency and investor education is also noteworthy. Old Bridge Mutual Fund regularly updates its investors with detailed reports and performance analyses. This ensures that they are well-informed about their investments. Additionally, the fund conducts educational programs and workshops. It will help investors understand the nuances of mutual fund investing. Further, it will empower them to make informed decisions.

Professional management is another key advantage. The fund is managed by a team of experienced professionals who bring a wealth of knowledge and expertise to the table. Their ability to analyze market trends, identify investment opportunities, and make informed decisions has been crucial in driving the fund’s success. The management team has a disciplined approach and commitment to delivering long-term value to investors. These are significant factors that contribute to the fund’s strong performance.

Furthermore, its robust risk management practices ensure that investors’ capital is protected. The fund employs stringent risk management strategies. This includes regular portfolio monitoring and stress testing to navigate market uncertainties effectively. This prudent approach to risk helps in maintaining stability and achieving sustainable growth.

In summary, the strong performance, diversified portfolio, commitment to transparency and investor education, professional management, and robust risk management practices make Old Bridge Mutual Fund a reliable and attractive investment option. These factors collectively contribute to its ability to deliver consistent returns and build a loyal investor base.

Here are the steps you need to take to begin your investment process.

Step 1: Login or Register
Sign in or create an account on Torus Digital’s platform.

Step 2: Confirm Identity Proof
Use Digilocker to confirm your identity without needing any physical documents.

Step 3: Level of Risk
Select your risk tolerance level: low, medium, or high.

Step 4: Choose a Mutual Fund Scheme
Pick a mutual fund scheme that suits your investment goals.

Step 5: One Time (Lumpsum) or SIP
Decide whether to invest a lump sum amount or set up a Systematic Investment Plan (SIP).

Step 6: SIP Placement
Choose to place your SIP on the same day or a selected day, offering flexibility with a unique same-day SIP option.

Your Torus account will reflect the Old Bridge Mutual Fund in India you have invested in within 3 to 4 working days.

Top 10 Old Bridge Mutual Fund

Scheme Name
Min. InvestAUM (In Cr)

Top 10 Old Bridge Mutual Fund

1Y returns

2.14%

Min. Invest

₹5,000

AUM

₹2,192.40 Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 2.14%, 12.40%, and 12.40%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹2,500.

1Y returns

%

Min. Invest

₹5,000

AUM

₹- Cr

Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 0.30%, 0.30%, and 0.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹5000, while the SIP option requires a minimum of ₹2,500.

FAQ’s

How to Start Old Bridge Mutual Fund SIP Online?

Log in or register on Torus Digital or the Old Bridge Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate Old Bridge Mutual Fund SIP?

Use our Old Bridge SIP Calculator and Old Bridge Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem Old Bridge Mutual Fund?

Log in to your account on Torus Digital or the Old Bridge Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem Old Bridge Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in Old Bridge Mutual Fund?

Old Bridge Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.