{"id":253546,"date":"2026-09-17T15:28:48","date_gmt":"2026-09-17T09:58:48","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T15:28:48","modified_gmt":"2026-09-17T09:58:48","slug":"old-bridge-flexi-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Old Bridge Flexi Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/old-bridge-flexi-cap-fund-g-direct-plan\">Old Bridge Flexi Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b911.07 as of 16 September 2026 and an AUM of \u20b9396 Cr. Its 1-year, 3-year and 5-year returns are 0%, 0% and 0%, and the scheme is tagged High Risk. Our view is that this is a young flexi-cap fund with a small listed history, so the main question is not long-run consistency yet, but whether the portfolio and short-term behaviour justify waiting through a volatile phase.<\/p>\n<p>The fund\u2019s current profile suits investors who can tolerate sharp swings and want exposure to an actively managed flexi-cap portfolio rather than stable near-term outcomes. The benchmark is Nifty 50, and the early return pattern has not yet established a clear edge over it.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Old_Bridge_Flexi_Cap\" title=\"Should you BUY or HOLD Old Bridge Flexi Cap?\">Should you BUY or HOLD Old Bridge Flexi Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/old-bridge-flexi-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b911.07 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9396 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.0%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>02 Mar 2026<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b91,000<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 365D, Nil after 365D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Kenneth Andrade<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Kenneth Andrade.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.99%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.1%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent behaviour has been uneven but not entirely weak. Over one month, the fund fell less than the benchmark, which suggests it held up slightly better in a soft spell. Over three months, it moved up while the benchmark was down, so the fund has shown some short-window resilience.<\/p>\n<p>The longer picture is still too short to call it a mature cycle test. The fund was launched only in March 2026, so there is no meaningful 1-year, 3-year or 5-year return history to assess. That means the current evidence is mostly about early post-launch behaviour rather than a full market cycle.<\/p>\n<p>Compared with the benchmark, the recent story is mixed but constructive. The fund has not been tracking the index move-for-move, which is expected in an active flexi-cap strategy. What matters more at this stage is whether short-term participation in rebounds is paired with controlled drawdowns, and the available monthly pattern suggests that balance is still being formed.<\/p>\n<p>For investors, the main takeaway is that this is an early-stage return record with some relative strength in the latest quarter, but not enough history to judge durability. The absence of multi-year results means our view should remain cautious until the fund builds a deeper track record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Old_Bridge_Flexi_Cap\"><\/span>Should you BUY or HOLD Old Bridge Flexi Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Old Bridge Flexi Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/old-bridge-flexi-cap-fund-g-direct-plan\">Old Bridge Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-flexi-cap-fund-g-direct-plan\">Bank of India Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>10.1%<\/td>\n<td>18.09%<\/td>\n<td>16.01%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-flexi-cap-fund-g-direct-plan\">ITI Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>9.54%<\/td>\n<td>17.61%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/navi-flexi-cap-fund-g-direct-plan\">Navi Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.9%<\/td>\n<td>10.18%<\/td>\n<td>10.89%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/lic-mf-multi-cap-fund-g-direct-plan\">LIC MF Multi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.11%<\/td>\n<td>17.04%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-flexi-cap-fund-g-direct-plan\">Aditya Birla SL Flexi Cap Fund Direct Growth Plan<\/a><\/td>\n<td>5.94%<\/td>\n<td>13.33%<\/td>\n<td>10.98%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The peer set gives useful context, but the comparison is constrained by the fund\u2019s short life. Several peers show double-digit 1-year, 3-year and, in some cases, 5-year returns, while this fund has not yet built a comparable multi-year record. That makes the present comparison more about readiness than about established long-term superiority.<\/p>\n<p>On the short-term lens, the fund has not yet established a return figure to stand beside those peers, so the gap is about history rather than a measured underperformance claim. The more important point is that the peers with available longer histories show how much evidence typically accumulates before an active flexi-cap fund can be judged on consistency.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Triparty Repo<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>9.75%<\/td>\n<\/tr>\n<tr>\n<td>Interglobe Aviation Limited<\/td>\n<td>Aviation<\/td>\n<td>3.4%<\/td>\n<\/tr>\n<tr>\n<td>Hindalco Industries Limited<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>3.35%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Limited<\/td>\n<td>Finance<\/td>\n<td>3.33%<\/td>\n<\/tr>\n<tr>\n<td>Star Health and Allied Insurance Company Limited<\/td>\n<td>Insurance<\/td>\n<td>3.2%<\/td>\n<\/tr>\n<tr>\n<td>Balkrishna Industries Limited<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.19%<\/td>\n<\/tr>\n<tr>\n<td>Aurobindo Pharma Limited<\/td>\n<td>Healthcare<\/td>\n<td>3.16%<\/td>\n<\/tr>\n<tr>\n<td>Gujarat Ambuja Exports Limited<\/td>\n<td>Agri<\/td>\n<td>3.15%<\/td>\n<\/tr>\n<tr>\n<td>The Federal Bank Limited<\/td>\n<td>Bank<\/td>\n<td>3.1%<\/td>\n<\/tr>\n<tr>\n<td>International Gemological Institute Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>3.05%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 38.68% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/old-bridge-flexi-cap-fund-g-direct-plan\">Old Bridge Flexi Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The single largest disclosed holding is Triparty Repo at 9.75%, which gives the fund a noticeable cash-and-equivalent buffer within the visible list. After that, the weights settle into a tight band around 3% to 3.4%, so the gap from first to tenth is fairly steep at the top and then more level across the rest of the table.<\/p>\n<p>That pattern may indicate that no single equity idea dominates the disclosed top positions, even though the repo allocation is materially higher than the others shown. With 36 disclosed holdings and the top 10 accounting for 38.68%, the portfolio appears to be spread across a longer tail rather than concentrated only in a handful of names.<\/p>\n<p>For investors, that mix could mean the fund\u2019s visible risk is shaped by a moderate cluster of mid-sized positions plus a liquidity sleeve at the top. It is likely to have greater influence from stock selection across several sectors than from one oversized equity bet.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can accept High Risk positioning and who are comfortable with an early-stage track record. The short history means there is no long-run return pattern yet, so the main appeal lies in the portfolio approach rather than proven cycle-tested results.<\/p>\n<p>It is more appropriate for a medium- to long-term horizon, because the current performance evidence is limited to a few months and can change quickly. Relative to the benchmark, the fund has shown some recent resilience, but it still needs time before that can be treated as a durable pattern.<\/p>\n<p>The key trade-off is clear: investors may get differentiated active exposure, but they must accept uncertainty around how that will behave across a fuller market cycle.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% if units are sold on or before 365 days. There is no exit load after the holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Old Bridge Flexi Cap Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b911.07 as of 16 September 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>The fund\u2019s 1-year, 3-year and 5-year returns are not yet available in a meaningful way because the scheme was launched on 02 Mar 2026.<\/p>\n<p><strong>How has it moved versus the benchmark recently?<\/strong><br \/>Over 1 month, the fund fell less than the benchmark. Over 3 months, it moved up while the benchmark declined.<\/p>\n<p><strong>How does it compare with peers on available return data?<\/strong><br \/>Several peers have established 1-year, 3-year and some 5-year return records, while this fund does not yet have comparable multi-year figures.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b91,000.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Kenneth Andrade. The exit load is 1% if units are sold on or before 365 days, and nil after that period.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Old Bridge Flexi Cap Fund Direct Growth Plan is still too new for a full long-term verdict. The recent monthly pattern is slightly better than the benchmark in the shorter windows, but the fund does not yet have multi-year returns that can confirm durability. Its High Risk label, broad sector spread and a visible repo allocation point to a strategy that may behave differently from a plain index exposure. That makes it more suitable for investors who can wait for the record to develop.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 3:27 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Old Bridge Flexi Cap Fund Direct Growth Plan\",\"identifier\":\"old-bridge-flexi-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"02 Mar 2026\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":11.07,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"396 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.0\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Kenneth Andrade\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Old Bridge Flexi Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b911.07 as of 16 September 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund\u2019s 1-year, 3-year and 5-year returns are not yet available in a meaningful way because the scheme was launched on 02 Mar 2026.\"}},{\"@type\":\"Question\",\"name\":\"How has it moved versus the benchmark recently?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 month, the fund fell less than the benchmark. Over 3 months, it moved up while the benchmark declined.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peers on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Several peers have established 1-year, 3-year and some 5-year return records, while this fund does not yet have comparable multi-year figures.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b91,000.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Kenneth Andrade. The exit load is 1% if units are sold on or before 365 days, and nil after that period.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Old Bridge Flexi Cap Fund Direct Growth Plan has a NAV of \u20b911.07 as of 16 September 2026, an AUM of \u20b9396 Cr and a High Risk tag. The fund is still early in its life, so recent monthly behaviour matters more than long-term history.<\/p>\n","protected":false},"author":38,"featured_media":253543,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-253546","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["253543"],"rank_math_title":["Old Bridge Flexi Cap Fund Review 2026"],"rank_math_description":["Old Bridge Flexi Cap Fund Direct Growth Plan NAV is \u20b911.07. Recent returns are limited, with a High Risk profile and \u20b9396 Cr AUM."],"rank_math_focus_keyword":["Old Bridge Flexi Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Old_Bridge_Flexi_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253546","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=253546"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253546\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/253543"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=253546"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=253546"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=253546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}