The Old Bridge Flexi Cap Fund is a dynamic equity scheme designed to capture growth opportunities across large, mid, and small-cap segments. By leveraging market cycles and valuation-driven strategies, it aims for long-term capital appreciation for diversified portfolios.
| Fund Name | Old Bridge Flexi Cap Fund |
|---|---|
| Category | Flexi Cap Fund |
| NFO Period | Feb 13, 2026 – Feb 23, 2026 |
| Benchmark | BSE 500 TRI |
| Minimum Investment | Rs. 5000/- |
The scheme type is an open-ended dynamic equity scheme. It invests predominantly in equity and equity-related instruments across market capitalization (Large Cap, Mid Cap, and Small Cap stocks) to generate long-term capital appreciation. Note: There is no assurance that the scheme objectives will be achieved.
Analysis of the BSE 500 TRI benchmark as of December 31, 2025.
| Top 10 Holdings (BSE 500 TRI) | Weight (%) |
|---|---|
| HDFC Bank Ltd. | 7.8% |
| Reliance Industries Ltd. | 7.2% |
| ICICI Bank Ltd. | 6.1% |
| Infosys Ltd. | 4.5% |
| Larsen & Toubro Ltd. | 3.9% |
| ITC Ltd. | 3.5% |
| TCS Ltd. | 3.2% |
| Axis Bank Ltd. | 2.8% |
| Kotak Mahindra Bank Ltd. | 2.4% |
| Bharti Airtel Ltd. | 2.1% |
Source: Internal Research Data as of December 31, 2025.
| Feature | BSE 500 TRI | Nifty 50 |
|---|---|---|
| Diversification | Broad (500 Stocks) | Narrow (50 Stocks) |
| Market Cap Exposure | Multi-cap (Large, Mid, Small) | Large-cap only |
| Sector Coverage | Comprehensive | Top Sectors only |
| Period (As of Dec 31, 2025) | BSE 500 TRI CAGR | Nifty 50 CAGR |
|---|---|---|
| 1 Year | 24.5% | 21.2% |
| 3 Year | 18.2% | 15.8% |
| 5 Year | 16.9% | 14.5% |
| 10 Year | 14.8% | 13.2% |
The primary aim is long-term capital appreciation through a diversified equity portfolio.
You can start investing with a minimum of Rs. 5000 and subsequent multiples of Re. 1.
The fund’s performance is measured against the BSE 500 Total Return Index (TRI).
The New Fund Offer (NFO) period is from February 13, 2026, to February 23, 2026.
Exit load details are specified in the Scheme Information Document; typically, equity funds have a 1% load for redemptions within 1 year.
📅 Last Updated on: February 13, 2026
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