Old Bridge Mutual Fund Launches Old Bridge Flexi Cap Fund, Expanding Its Equity Offering

• Flexible Equity Allocation: Invests dynamically across large-cap, mid-cap and small-cap stocks

• Bottom-Up Stock Selection: Capital allocation driven by business quality and longevity of growth, not rigid market-cap limits

• Cycle-Aware Investing: Ability to shift exposure across segments based on evolving risk-reward conditions

• Focus on Durable Businesses: Emphasis on strong balance sheets, capital efficiency and valuation discipline

• Experienced Fund Management: Managed by Mr. Kenneth Andrade, Founder & CIO, with over 34 years of capital markets experience

12 February 2026: Old Bridge Mutual Fund today announced the launch of the Old Bridge Flexi Cap Fund, an open-ended dynamic equity scheme that invests across large-cap, mid-cap and small-cap stocks, offering investors the flexibility to navigate market cycles through a single diversified portfolio.

The New Fund Offer (NFO) of the Old Bridge Flexi Cap Fund will open on February 13, 2026, and closes on February 23, 2026.The scheme is offered at an initial price of ₹10 per unit, with a minimum investment of ₹5,000 for lump-sum applications and ₹1,000 for SIPs.

The fund follows a bottom-up, business-by-business investment approach, with capital allocation driven by quality of business and longevity of growth, rather than mechanical allocation across market capitalisations. The strategy allows flexibility to dynamically shift exposure across market segments based on evolving risk-reward conditions and market cycles.

The Old Bridge Flexi Cap Fund will be managed by Kenneth Andrade, Founder and Chief Investment Officer of Old Bridge Asset Management Private Limited, who brings over 34 years of experience in Indian capital markets and a strong track record in portfolio management and investment research.

Commenting on the launch, Kenneth Andrade, CIO, Old Bridge Asset Management said,“Market cycles are constantly evolving, and past winners do not necessarily remain future winners. A flexi-cap approach allows us to combine the stability of large caps, the alpha potential of mid caps, and the opportunity of small caps, while remaining disciplined on valuation, balance-sheet strength, and capital protection. The objective is to own durable businesses and allow compounding to play out over time.”

The fund will benchmark itself against the BSE 500 TRI and will be available under Direct and Regular plans, with Growth and IDCW options.