Old Bridge Mutual Fund

About Old Bridge AMC 

Old Bridge Mutual Fund was launched in September 2023. It is an equity-focused AMC that centers its operations on long-term investing and research-based stock selection. The company’s investment approach is grounded in a value and contrarian investing philosophy, emphasizing the selection of stocks with strong underlying businesses at the right valuations. Old Bridge AMC has carved a distinct niche for itself in the Indian market, largely owing to the influence of Kenneth Andrade, who possesses extensive experience in equity investing. The AMC firmly believes that both disciplined investing and patience are indispensable for wealth creation. As of March 2026, Old Bridge AMC’s total Assets Under Management (AUM) stood at over ₹2,500 crore. Currently, the AMC adopts a focused portfolio strategy comprising a limited number of schemes, designed to effectively capitalize on long-term investment opportunities within quality businesses.

Kenneth Andrade – Contrarian Philosophy 

Kenneth Andrade is counted among the fund managers with extensive experience in the Indian equity market. He previously worked with IDFC Alternatives and has carved a distinct niche for himself through his value-oriented investing approach. The primary focus of his investing style lies in identifying businesses that the market currently undervalues ​​but which hold the potential for strong future growth.

Rather than focusing on short-term market trends, Kenneth Andrade places greater emphasis on business quality, valuation, and long-term potential. His contrarian investing philosophy is not merely about going against the crowd, but rather about identifying the right opportunities backed by rigorous research.

This same approach is evident at Old Bridge AMC, where the portfolio comprises only a select group of companies. The objective is not to prioritize quantity, but rather to focus on long-term wealth creation through high-conviction investments.

Key Details of Old Bridge AMC

AMC Overview & Structure

Particulars	Details
Mutual Fund Name	Old Bridge Mutual Fund
AMC Name	Old Bridge Asset Management Private Limited
Mutual Fund Setup Date	01 September 2023
AMC Incorporation Date	08 December 2022
Sponsor Name	Old Bridge Capital Management Private Limited
Trustee Organisation	Old Bridge Mutual Fund Trustee Private Limited
Name of Trustees	John Arunkumar Diaz, Krishnakumar Narayanan Trichur, Durga Prasad Duvvuri, Anantha Subrahmanya Dhananjaya, Narayan Rao

AUM, Schemes & Management

Particulars	Details
Total AUM	₹2,473.1 Crore (Approx.)
Total Number of Schemes	3
MD and CEO	Ruchi Pandey

Why Invest in Old Bridge Mutual Fund? 

Old Bridge Mutual Fund is carving out a distinct identity for itself as an AMC that focuses on a research-driven investment approach and long-term portfolio building.

• Experienced Investment Team : Old Bridge AMC’s investment strategy is led by seasoned market professionals such as Kenneth Andrade. His focus has consistently remained on robust businesses and long-term opportunities, a factor that leads investors to track this AMC closely.
• Focus on Quality Businesses : The AMC prioritizes selecting companies that possess strong business models and demonstrate visible potential for future growth. The portfolio is curated to include only a select few stocks, thereby ensuring that investments remain highly focused.
• Long-Term Investing Philosophy : Rather than reacting to short-term market fluctuations, Old Bridge Mutual Fund emphasizes stable wealth creation over the long term. Their approach is grounded in disciplined investing and patience.
• Structured Research Process : When making investment decisions, a detailed analysis is conducted on critical factors such as valuation, business fundamentals, and future potential. This ensures that portfolio construction is executed in a highly systematic manner.

How to Invest in Old Bridge Mutual Fund via Pocketful

To invest in Old Bridge Mutual Fund, you can use Pocketful’s mobile app or web platform, where the process of investing in mutual funds has been designed to be quite simple.

• Open a Pocketful Account : If you do not already have an account on Pocketful, first visit the app or website to create one. Opening an account requires a PAN card, an Aadhaar card, and basic KYC details.
• Log In to the App or Web Platform : Once your account is open, log in to the Pocketful mobile app or web platform. After logging in, you will see various investment options displayed on the home screen.
• Go to the Mutual Fund Section : Click on the “Mutual Funds” option provided on the home page. Here, you can search for different mutual fund categories and schemes.
• Search for Old Bridge Mutual Fund : Enter “Old Bridge Mutual Fund” or the name of your preferred scheme into the search bar. Subsequently, the fund details, category, and investment information will appear on the screen.
• Select Investment Amount : Now, you can choose between two options: a Systematic Investment Plan (SIP) or a Lump Sum investment. Next, enter your desired investment amount.
• Complete the Payment : You can make the investment payment using either UPI or Net Banking. Once the payment is successful, your investment request will be submitted.
• Track Your Portfolio : After completing your investment, you can track and monitor your mutual fund portfolio at any time through the Pocketful app or web platform.

Benefits & Risks of Old Bridge Mutual Fund

Old Bridge Mutual Fund’s investment approach is grounded in long-term investing and a focused portfolio strategy; however, as with any equity investment, it entails certain risks alongside its benefits.

Benefits of Investing in Old Bridge Mutual Fund

• Experienced Investment Leadership : Old Bridge AMC is led by seasoned investment professionals such as Kenneth Andrade, who possess extensive experience with the Indian equity market. His investing style is characterized by a strong reliance on research and business quality.
• Focused Portfolio Approach : The AMC concentrates on investing in a limited yet carefully selected set of companies. This approach allows high-conviction investment ideas to occupy a more prominent position within the portfolio.
• Focus on Long-Term Wealth Creation : Rather than reacting to short-term market fluctuations, Old Bridge Mutual Fund places a greater emphasis on creating wealth over the long term. This approach can prove particularly beneficial for patient investors.
• Research-Driven Investment Strategy : Investment decisions are guided by a detailed analysis of company fundamentals, valuations, and future growth potential, thereby rendering the stock selection process more structured and systematic.
• Quality Over Quantity Strategy : Instead of launching a multitude of schemes, the AMC focuses its efforts on a select set of investment opportunities. This strategy facilitates a more focused and efficient approach to portfolio management.

Risks of Investing in Old Bridge Mutual Fund

• Market Volatility Risk : Given that the AMC’s primary focus lies in equity investments, the inherent volatility of the market may have a discernible impact on the fund’s performance.
• Concentrated Portfolio Risk : A focused investing strategy entails holding a limited number of stocks within the portfolio. Consequently, the underperformance of a few specific companies could adversely affect the overall returns.
• New AMC Risk : Old Bridge Mutual Fund is currently a relatively new entrant in the Indian mutual fund industry. As such, its long-term track record is considered to be limited at this stage.
• Sector Exposure Risk : If the portfolio exhibits a high degree of concentration in a specific sector or theme, returns may be negatively impacted in the event of a slowdown within that particular sector.
• Long-Term Holding Requirement : The AMC’s investment philosophy is fundamentally rooted in long-term investing. Therefore, this strategy may not always be deemed suitable for investors seeking short-term gains or holding periods.

Frequently Asked Questions (FAQs)