Old Bridge Mutual Fund : MF Schemes List, AUM, Risk, Returns

Q: Are Old Bridge Mutual Fund mutual fund's schemes safe to invest in?

Ans: Yes, Old Bridge Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including Old Bridge Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.

Q: Are Old Bridge Mutual Fund mutual funds tax-free?

Ans: Old Bridge Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.

Q: Which are the top performing funds of Old Bridge Mutual Fund?

Here are some of the best-performing funds from Old Bridge Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) Old Bridge Focused Equity Fund 0%

Q: Are Old Bridge Mutual Fund a good choice for long-term capital appreciation?

Ans: Yes, Old Bridge Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check Old Bridge Mutual Fund AMC fund performance.

Q: How can I check my Old Bridge Mutual Fund mutual funds status on Rupeezy?

Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.

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Old Bridge Mutual Fund

Old Bridge Mutual Fund is a new entrant to the Indian mutual fund industry. It received SEBI approval to launch a mutual fund in 2023. The AMC was established in 2022 as a trust sponsored by Old Bridge Capital Management Pvt. Ltd. Old Bridge Captial Management was set up in 2015 as an investment management company. It launched Portfolio Management Service (PMS) and Alternate Investment Fund (AIF) in 2016-17.The AMC launched an equity scheme Old Bridge Equity Fund in 2024 and manages an Average AUM of Rs. 353.71 Cr as of June 2024.

List of All Old Bridge Mutual Fund

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Equity

Debt

Hybrid

ELSS

Index

Fund Name	3Y Return	Risk	Cat. Avg
No Match Found We couldn't find the match you were looking for.

Details of Old Bridge Mutual Fund

Founding Date	December 8, 2022
Address	1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051
Email	services@oldbridgemf.com
Telephone	022 69459999

Documents Required to Invest

To invest in Old Bridge Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

Proof of Identity (PAN, Aadhaar)
Proof of Address (Aadhaar)

How to Invest in Old Bridge Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select Old Bridge Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

Old Bridge Mutual Fund FAQs

Q1. Are Old Bridge Mutual Fund mutual fund's schemes safe to invest in?

Q2. Are Old Bridge Mutual Fund mutual funds tax-free?

Q3. Which are the top performing funds of Old Bridge Mutual Fund?

Fund Name	5-Year Return (%)
Old Bridge Focused Equity Fund	0%

Q4. Are Old Bridge Mutual Fund a good choice for long-term capital appreciation?

Q5. How can I check my Old Bridge Mutual Fund mutual funds status on Rupeezy?

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