- Manager
- Old Bridge Capital Management
- Service
- Discretionary
- Asset class
- Equity
All Cap Strategy
+16.97%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Old Bridge Capital Management’s All Cap Strategy returned 16.97% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹1,241 crore across its clients.
Key numbers
- AUM
- ₹1,241 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −3.14% | −5.57% | +2.43% |
| 3 months | +2.34% | −3.59% | +5.93% |
| 6 months | +23.20% | +8.07% | +15.13% |
| 1 year | +16.97% | −2.33% | +19.30% |
| 2 years | +2.36% | −3.93% | +6.29% |
| 3 years | +16.29% | +9.20% | +7.09% |
| 4 years | +19.41% | +11.22% | +8.19% |
| 5 years | +13.45% | +8.91% | +4.54% |
| Since inception | +16.39% | +12.75% | +3.64% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity96.58%₹1,198 Cr
- Cash and other3.42%₹42.39 Cr
- Unlisted equity0.00%₹0.04 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹4.27 Cr
- Outflow, Sep 2026
- ₹10.74 Cr
- Net, Sep 2026
- −₹6.47 Cr
- Net, FY to date
- −₹103 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has All Cap Strategy returned?
16.97% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.14%; 3 months: 2.34%; 6 months: 23.20%; 1 year: 16.97%; 2 years: 2.36%; 3 years: 16.29%; 4 years: 19.41%; 5 years: 13.45%; Since inception: 16.39%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 19.30 percentage points ahead.
How much does All Cap Strategy manage?
₹1,241 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages All Cap Strategy?
Old Bridge Capital Management, a SEBI-registered portfolio manager (INP000005174), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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