AMFI - Registered Mutual Fund Distributor

Old Bridge Flexi Cap Fund – Regular Plan – Growth – Demat/Physical

High Risk | Equity

Fund Overview

Launch Date

13 Feb 2026

End Date

23 Feb 2026

Allotment Date

02 Mar 2026

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

Up to 2.25%

Exit load

1% if redeemed within 365 days.

Minimum Investment Amounts

Minimum Investment (Rs.)

₹5,000.00

Minimum Additional Investment (Rs.)

₹1,000.00

Minimum SIP Investment (Rs.)

₹1,000.00

Minimum Withdrawal (Rs.)

₹1,000.00

Fund Managment

Kenneth Andrade

Since Feb 2026

Education

Mr. Andrade is a B.Com (H) from Mumbai University.

Experience

He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.

Fund House & Investment Objective

Old Bridge Flexi Cap Fund - Regular Plan - Growth - Demat/Physical

Total AUM

₹2,500+ Cr

The Old Bridge Flexi Cap Fund - Regular Plan - Growth is an open-ended equity scheme investing across market capitalizations (large, mid, small-cap) to achieve long-term capital appreciation. The New Fund Offer (NFO) is open from February 13, 2026, to February 23, 2026. It is available for investment in both physical (statement of account) and demat forms, with a minimum investment of ₹5,000 and 1% exit load if redeemed within 365 days.


Investment Objective

The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments across market capitalization.

Fund benchmark

BSE 500 Total Return Index

Fund House Contact Details

Address

1705, One BKC, C- Wing, G- Block Bandra Kurla Complex, Bandra East, Mumbai - 400051

Phone

1800 309 4034

Launch Fund Date

13 Feb 2026

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Closing Date22 May 2026

Allotment Date29 May 2026

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Closing Date18 May 2026

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Closing Date20 May 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Very High Risk | Equity

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

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Closing Date27 Jun 2025

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Testimonial

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FAQ's

Frequenlty Asked Question

What is a New Fund Offering (NFO) in mutual funds?

A New Fund Offering is the first-time subscription launch of a new mutual fund scheme by an asset management company.

How does KSquare help in retirement planning?

KSquare builds long-term SIP strategies to create a secure retirement corpus based on future lifestyle, needs, and inflation.

Will I get tax benefits through SIP investments?

Yes, SIPs in ELSS funds qualify for tax deductions under Section 80C up to ₹1.5 lakh annually.

What happens to my NPS account if I change jobs?

NPS is portable across employers, so your contributions continue seamlessly without any disruption or need for new registration.

What happens if mutual fund NAV falls after pledging?

A drop in NAV may trigger a margin call. KSquare notifies you early to take corrective actions if needed.

Does KSquare assist with KYC for NRI clients?

Yes, KSquare helps NRIs complete the KYC process digitally, making onboarding quick and hassle-free.

How are mutual fund returns calculated?

Returns are based on the Net Asset Value (NAV) movement of the fund and any dividends paid out over time.

What’s the minimum investment required in an NFO?

Most NFOs start with a minimum investment of ₹500 or ₹1,000. KSquare clearly shows these details for each offering.

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