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    Scheme Snapshot

    • Search Scheme 
    Snapshot
    Inception Date 1/17/2024 Fund Manager Mr. Tarang Agrawal
    Initial Price 10.00 Min. Invest. Rs.5000
    Objectives To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). There is no assurance or guarantee that the objectives of the scheme will be realized.
    Entry Load Nil
    Exit Load "If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil"
    Trailing Returns
      1 Mth 3 Mths 1 Yr 3 Yrs
    Scheme1.35-2.6712.120
    Category2.81-1.513.0837.9
    Sensex13.143.19-2.667.62
    Nifty12.391.69-1.988.72
    NAV Chart
    Other Options
    Options NAV
    Growth13.5100 (06/11/2026)
    IDCW13.5100 (06/11/2026)
    IDCW-Reinvestment13.5100 (06/11/2026)
    Asset Allocation
    Holding DateValue (Rs. Cr.)
    30/09/20264541.99
    31/08/20264354.21
    31/07/20263994.77
    30/06/20263669.65
    31/05/20263314.83
    Mutual Fund
    1705, One BKC, C Wing, G Block, Bandra Kurla Complex, Bandra(East), Mumbai, Maharashtra, India - 400051
    Email : services@oldbridgemf.com
    Web : https://www.oldbridgemf.com
    Registrar
    KFIN Technologies Ltd.

    Shriram Financial Services Private Limited (Formerly known as Way2Wealth Brokers Pvt. Ltd.) - CIN U67120KA2000PTC027628 Stock Broking: SEBI Regn No.: INZ000178638 | Exchange Membership ID: NSE: 11502, BSE: 3117, MSEI:51000, MCX: 56730 Depository Participant: SEBI Regn No. IN-DP-472-2020 | CDSL ID: 12062900 & 12031500, NSDL ID: IN303077 | Research Analyst: SEBI Regn No. INH200008705 | PMS: SEBI Regn No.INP000000829 | Register with AMFI ARN: 77558 (Date of Initial registration - 8th Dec 2009, Date of expiry - 24th Jan 2027) | PFRDA: POP226012019

    Way2Wealth Commodities Private Limited - CIN U51229KA2006PTC039880 Stock Broking: SEBI Regn No.: INZ000049130 | Exchange Membership ID: NCDEX : 00908

    Copyrights @ 2014 © Shriram Financial Services Pvt. Ltd. (Formerly known as Way2Wealth Brokers Pvt. Ltd.) All rights reserved

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    Filing of complaints through SEBI’s online portal ‘SCORES’ and ‘SMARTODR portal’ - Easy & Quick
    A. Register On SCORES / SMARTODR Portal
    B. Mandatory Details For filling Complaints on SCORES: (Name, PAN, Address, Mobile Number, Email ID)
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