Old Bridge Flexi Cap IDCW-P
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1–7 yearsInvestment Horizon
HNI,MATarget Segments
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Triparty RepoUtilities8.56%
Shriram Finance LtdFinancial Services4.01%
Hindalco Industries LtdCapital Goods3.99%
International Gemological Institute LtdCapital Goods3.89%
Gujarat Ambuja Exports LtdConsumers3.76%
Star Health and Allied Insurance Co LtdFinancial Services3.60%
InterGlobe Aviation LtdCapital Goods3.40%
Balkrishna Industries LtdConsumers3.39%
NCC LtdCapital Goods3.33%
Aurobindo Pharma LtdServices3.27%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)3.04%
Regulatory & Tax Information
INF0S5R01174
ISINDailyDealing Frequency
BSE 500 India TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)