Old Bridge Mutual Fund

About Old Bridge Mutual Fund

Old Bridge Mutual Fund is run by the asset management arm of Old Bridge Capital Management, founded by Kenneth Andrade, a well-known Indian equity investor with over three decades of experience in Indian capital markets.

Ownership and Heritage

Kenneth Andrade founded Old Bridge Capital Management in December 2015, after previously serving as Chief Investment Officer at IDFC Asset Management (now Bandhan Mutual Fund), where he built the firm's equity franchise and managed one of India's largest equity funds by AUM at the time. He also earlier worked as a fund manager at Kotak Mahindra Asset Management. Old Bridge subsequently expanded from portfolio management services into the retail mutual fund business.

Fund Range and Approach

Old Bridge Mutual Fund draws on Andrade's long track record and stated investment philosophy, built up over 15+ years of managing equity funds before entering the mutual fund business specifically, offering an actively managed equity-focused scheme range.

Who Should Consider Old Bridge Mutual Fund

Investors interested in a fund manager with a long, well-documented prior track record at established AMCs like IDFC and Kotak - even though the Old Bridge mutual fund business itself is more recently established - may want to evaluate its specific scheme mandates and early performance.

Checking Fund Manager Continuity

Because Kenneth Andrade's reputation is central to Old Bridge's positioning, it's worth confirming he (or a stable team he has built) remains actively involved in managing any specific scheme you're considering, since his personal track record from IDFC and Kotak doesn't automatically transfer unless he's the one managing the current fund.

Checking a Scheme's Risk-o-Meter

Every Indian mutual fund scheme is required to display a standardised risk-o-meter (ranging from "Low" to "Very High") on its factsheet, reflecting SEBI's categorisation rules for that specific fund type. Checking this alongside the scheme's exact category label - not just its name - is a quick way to confirm a fund actually matches the risk level you're comfortable with before investing, regardless of which AMC runs it.

Checking Total Expense Ratio Trends

SEBI requires every AMC to publish each scheme's total expense ratio (TER) regularly, and TERs can change over time as a scheme's assets under management grow (regulations generally allow a lower TER ceiling for larger schemes). It's worth checking a scheme's current TER directly on the AMC's factsheet rather than relying on a figure that may be a few months old, since even a small change compounds meaningfully over a long holding period.

Reading the Scheme Documents

Before investing in any specific scheme, it's worth reading its scheme information document (SID) and key information memorandum (KIM), both freely available on the AMC's own website - these spell out the exact investment mandate, risk factors, benchmark, and exit load in far more detail than any summary page, including this one, can provide.

Costs: Direct vs Regular Plans

Old Bridge schemes are available as Direct Plans or Regular Plans. Use the Expense Ratio Impact Calculator on this site to estimate the long-term rupee impact of that choice.

Investing With Old Bridge Mutual Fund

Every Old Bridge scheme tracked on this site shows live NAV, computed CAGR and absolute returns, and expense ratio, sourced from AMFI India and MFAPI - see the scheme list below, or open any individual scheme's page to project a SIP or lumpsum investment using its own historical performance and current NAV.