Expert-managed portfolios tailored to your financial goals.
The approach focuses on identifying sectors of the economy that are expanding and companies within those sectors that possess strong competitive advantages, robust business models, and leadership potential in their respective industries. Investments are g
Kenneth is an investment professional with over 30 years of experience in Indian equities, focused on identifying struct... Kenneth is an investment professional with over 30 years of experience in Indian equities, focused on identifying structural shifts and backing long-term category leaders. He founded Old Bridge Capital Management in 2016 to create a high-conviction, independent investment platform aligned with investors’ long-term goals.\r\n\r\nAs Chief Investment Officer at Old Bridge Mutual Fund, he leads public market strategies, investing in capital-efficient businesses with scalable models, pricing power, and disciplined capital allocation. His approach emphasizes simplicity, purpose, and sustainable outcomes for investors. Read More
| Duration | Investment Approach | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | -0.87% | 0.45% | -1.32% |
| 3 Months | -1.35% | -3.13% | 1.78% |
| 6 Months | 5.88% | 3.24% | 2.64% |
| 1 Year | 15.96% | 17.3% | -1.34% |
| 2 Year | 9.47% | 8.09% | 1.38% |
| 3 Year | 21.81% | 17.66% | 4.15% |
| 5 Year | 19.22% | 14.78% | 4.44% |
| Since Inception | 16.13% | 14.11% | 2.02% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.3% | -0.87% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Benchmark | -3.34% | 0.45% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Alpha | 1.04% | -1.32% | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | -6.12% | -6.15% | 9.46% | 0.78% | 2.88% | 4.49% | -6.21% | -1.01% | 1.13% | 4.62% | 1.45% | 1.85% |
| Benchmark | -3.43% | -7.74% | 7.32% | 3.18% | 3.54% | 3.68% | -2.71% | -1.75% | 1.25% | 4.27% | 0.96% | -0.24% |
| Alpha | -2.69% | 1.59% | 2.14% | -2.4% | -0.66% | 0.81% | -3.5% | 0.74% | -0.12% | 0.35% | 0.49% | 2.09% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -- | -- | -- | 6.23% | -2.27% | 9.76% | 6.75% | 4.42% | 1.52% | -5.23% | -0.55% | -2.61% |
| Benchmark | -- | -- | -- | 3.44% | 0.83% | 7.05% | 4.44% | 0.96% | 2.09% | -6.45% | 0.06% | -1.5% |
| Alpha | -- | -- | -- | 2.79% | -3.1% | 2.71% | 2.31% | 3.46% | -0.57% | 1.22% | -0.61% | -1.11% |
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1239.2 | 1217.1 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- |
| 2025 | 1264.1 | 1176.7 | 1281.3 | 1291.5 | 1301.5 | 1355.2 | 1261.3 | 1236.6 | 1237.6 | 1271.6 | 1259.6 | 1268.4 |
| 2024 | -- | -- | -- | 1443.3 | 1378.5 | 1507.2 | 1611.5 | 1650.4 | 1522.7 | 1428.8 | 1417.8 | 1374.5 |
Unlock the potential of your investments with expert-managed portfolios. PMS offers personalized strategies to help your wealth grow steadily and securely.
