Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Expense at most % Size from ₹ cr Size to ₹ cr Same lead manager for at least years

Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

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4 funds

ordered by size · names starting with O

Fund	Category	NAV	1 yr	3 yrs p.a.	Assets	Expense, Direct	How often it beat its category
Old Bridge Focused Fund Old Bridge Asset Management Private Limited	Focused	₹13.95 21 Sep 2026	15.3%	—	₹3,088 Cr	1.05% Regular 2.10%	not measured
Old Bridge Flexi Cap Fund Old Bridge Asset Management Private Limited	Flexi Cap	₹11.25 21 Sep 2026	—	—	₹166 Cr	1.63% Regular 3.12%	not measured
Old Bridge Arbitrage Fund Old Bridge Asset Management Private Limited	Arbitrage	₹10.54 21 Sep 2026	—	—	₹165 Cr	1.19% Regular 2.04%	not measured
OLD-SBI Magnum Income Fund - F R P - Long Term - Inst. (G)no recent NAV UNKNOWN	Uncategorised	—	—	—	—	—	not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.