The Old Bridge Arbitrage Fund is a newly launched open-ended scheme from Old Bridge Mutual Fund, designed to capture low-risk returns through arbitrage opportunities.
If you’re someone who wants steady income with minimal equity market risk, this fund could be worth your attention.
The scheme seeks to generate short-term income by taking advantage of price differences between cash and derivative markets, while parking balance assets in debt and money market instruments for stability.
| Particulars | Details |
|---|---|
| Scheme Name | Old Bridge Arbitrage Fund |
| Fund House | Old Bridge Mutual Fund |
| Fund Manager | Mr. Kenneth Joseph Andrade |
| Category | Hybrid – Arbitrage Fund |
| Type | Open-ended scheme investing in arbitrage opportunities |
| Benchmark | Nifty 50 Arbitrage TRI |
| Risk Level | Low (as per Risk-o-Meter) |
| NFO Period | November 6 – November 10, 2025 |
| Re-opening Date | Within 5 business days from allotment |
| Minimum Investment | ₹5,000 (and in multiples of ₹1) |
| SIP Amount | Minimum ₹2,500, minimum 6 installments |
| Exit Load | 0.25% if redeemed within 7 days; Nil thereafter |
| NAV Disclosure | Published daily on oldbridgemf.com & AMFI |
| Plans Available | Regular & Direct |
| Options | Growth and IDCW (Payout/Reinvestment) |
The primary objective of the Old Bridge Arbitrage Fund is:
“To generate income by investing in arbitrage opportunities between cash and derivative segments of the equity markets and by investing the balance in debt and money market instruments.”
Note: There is no guarantee or assurance that the objective will be achieved.
The fund is benchmarked against the Nifty 50 Arbitrage TRI (Total Return Index) — a logical fit since this index reflects the performance of arbitrage-based strategies between equity and derivatives.
This ensures performance comparisons remain consistent with the fund’s strategy and risk profile.
Suitable for conservative investors who want equity participation without full volatility.
The arbitrage strategy aims to generate steady income, especially useful during uncertain markets.
Open-ended structure allows redemption anytime (with minimal 7-day exit load).
Managed by Kenneth Andrade, a seasoned fund manager known for disciplined strategy.
Daily NAV disclosure and monthly portfolio updates on AMC’s website.
| Investors looking for low-risk, market-neutral exposure. |
| Investors using STP* strategies to gradually enter equity oriented and other funds |
| Investors in higher tax brackets seeking equity taxation benefits. |
| Individuals parking short-term to medium term surplus while maintaining liquidity. |
The fund primarily engages in cash–futures arbitrage strategies and event-driven opportunities (like mergers, buybacks, or dividend arbitrage).
Here’s how it works:
This ensures that even though it deals in equities, the directional market risk is minimal.
Expense Ratio: Check latest factsheet.
Exit Load: nil
Taxation:
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Many investors hesitate with equity mutual funds due to concerns like:
| Market volatility concerns | Fully hedged arbitrage positions reduce downside risk. |
| Low returns in savings instruments | Arbitrage spreads may offer better yields with low volatility. |
| Liquidity needs | Redemption proceeds are dispatched within 3 business days. |
| Confusion over taxation | Treated as equity-oriented fund; AMC provides full disclosure. |
| Transparency worries | NAV published daily; portfolio shared monthly on AMC website. |
Ideal for conservative investors or short-term investors seeking steady returns with low equity risk.
₹5,000 during NFO and ongoing basis; SIP starts at ₹2,500.
Classified as Low Risk on the Risk-o-Meter.
Yes. It’s open-ended — redeem anytime, but a 0.25% exit load applies if done within 7 days.
Nifty 50 Arbitrage TRI.
The Old Bridge Arbitrage Fund offers a safe, low-risk route to participate in equity markets through hedged arbitrage positions.
If you want to optimize idle funds or seek better returns than liquid funds with limited volatility, this fund fits that goal.
However, as always — arbitrage returns fluctuate with market spreads, so investors should keep a short- to medium-term view.
Disclaimer
This article is for informational purposes only and does not constitute financial advice. Before investing, you should consult a qualified financial advisor, consider your risk tolerance, investment horizon, and review the latest scheme documents, factsheet and disclosures from Old Bridge Mutual Fund.
📅 Last Updated on: December 1, 2025
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