Axis Quant Fund vs Old Bridge Flexi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Axis Quant Fund is a Thematic fund and Old Bridge Flexi Cap Fund is a Flexi Cap fund. Axis Quant Fund charges 2.72% a year and Old Bridge Flexi Cap Fund 1.56% (Direct plans). Their portfolios overlap 15.0%: they hold 6 of the same securities.
Which is better, Axis Quant or Old Bridge Flexi Cap? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Old Bridge Flexi Cap costs less: 1.56% a year against 2.72% (Direct plans).
- Old Bridge Flexi Cap fell less in its worst fall since 04-03-2026: −11.5% against −13.5%.
- Axis Quant holds more in large companies: 76.0% of the fund in large caps against 24.3%.
- Axis Quant is the larger fund: ₹768 Cr against ₹451 Cr.
- Their portfolios overlap 15.0%: 6 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Axis Quant Fund | Old Bridge Flexi Cap Fund |
|---|---|---|
| Fund house | Axis Mutual Fund | Old Bridge Mutual Fund |
| Category | Thematic | Flexi Cap |
| AUM | ₹768 Cr (30-09-2026) | ₹451 Cr (30-09-2026) |
| NAV | ₹15.87 (Direct) | ₹10.28 (Direct) |
| Expense ratio (Direct) | 2.72% | 1.56% |
| Expense ratio (Regular) | 4.11% | 3.06% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 200 TRI | BSE 500 TRI |
| Launch date | 01-07-2021 | 02-03-2026 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Nandik Malik, Krishnaa N | Kenneth Joseph Andrade |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months. | Exit load of 1%, if redeemed within 365 days |
Axis Quant vs Old Bridge Flexi Cap: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Axis Quant Fund (Direct) | −3.17% | −10.03% | −3.82% | −6.59% | +7.21% | +7.35% | -- |
| Old Bridge Flexi Cap Fund (Direct) | −6.55% | −8.13% | −2.37% | -- | -- | -- | -- |
| Thematic average | −2.09% | −4.52% | +0.86% | −1.22% | +13.76% | +11.62% | -- |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | -- | -- | -- | -- |
Category average: the average of the 235 Thematic funds and the 46 Flexi Cap funds, same plan type.
Axis Quant vs Old Bridge Flexi Cap: Year-wise Returns
| Year | Axis QuantAxis Quant | Old Bridge Flexi CapOld Bridge Flexi Cap |
|---|---|---|
| 2026to date | −9.37% | -- |
| 2025 | +2.46% | -- |
| 2024 | +15.32% | -- |
| 2023 | +32.80% | -- |
| 2022 | −1.06% | -- |
Axis Quant vs Old Bridge Flexi Cap: Rolling Returns
Every holding period of both funds, against BSE 200 TRI, the benchmark of Axis Quant Fund
Axis Quant vs Old Bridge Flexi Cap: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Axis Quant Fund (Direct) | Old Bridge Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +8.88% | +4.13% |
| Standard deviation | 14.06% | 12.47% |
| Sharpe ratio | 0.23 | -0.09 |
| Sortino ratio | 0.31 | -0.13 |
| Maximum drawdown | −23.0% (04-03-2025) | −11.5% (30-10-2026) |
| Beta | 0.95 | 0.64 |
| Alpha | −0.81% | +4.00% |
From daily NAVs, 07-07-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Axis Quant Fund (Direct)
Old Bridge Flexi Cap Fund (Direct)
BSE 200 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Axis Quant Fund (Direct) | −13.5% | 03-08-2026 | 23-10-2026 | Not yet | -- | −12.4% |
| Old Bridge Flexi Cap Fund (Direct) | −11.5% | 24-08-2026 | 30-10-2026 | Not yet | -- | −11.5% |
| BSE 200 TRI | −9.8% | 05-03-2026 | 30-03-2026 | 21-04-2026 | 22 days | −7.6% |
From daily values since 04-03-2026, the first day every fund has.
Axis Quant vs Old Bridge Flexi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Axis Quant Fund, September 2026; Old Bridge Flexi Cap Fund, September 2026
Holdings in common
- Overlap
- 15.0%
- Held by both
- 6
- Only in Axis Quant
- 22
- Only in Old Bridge Flexi Cap
- 28
| Security | % of Axis Quant | % of Old Bridge Flexi Cap |
|---|---|---|
| Shriram Finance Limited | 3.46% | 4.01% |
| InterGlobe Aviation Limited | 3.77% | 3.40% |
| Mahindra & Mahindra Limited | 3.21% | 2.36% |
| Larsen & Toubro Limited | 3.38% | 2.03% |
| Tata Motors Passenger Vehicles Limited | 2.98% | 1.98% |
| DLF Limited | 4.06% | 1.76% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 15.0% means 15.0% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Axis Quant Fund
| Security | % of fund |
|---|---|
| Adani Enterprises Limited | 5.04% |
| Lodha Developers Limited | 4.40% |
| Eicher Motors Limited | 4.12% |
| The Indian Hotels Company Limited | 3.79% |
| Bajaj Holdings & Investment Limited | 3.79% |
Largest holdings only in Old Bridge Flexi Cap Fund
| Security | % of fund |
|---|---|
| Hindalco Industries Limited | 3.99% |
| International Gemological Institute Limited | 3.89% |
| Gujarat Ambuja Exports Limited | 3.76% |
| Star Health And Allied Insurance Company Limited | 3.60% |
| Balkrishna Industries Limited | 3.39% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Axis Quant | Old Bridge Flexi Cap |
|---|---|---|
| Equity | 87.4% | 91.6% |
| Debt | 9.1% | 0.0% |
| Cash and others | 3.5% | 8.4% |
Market cap of stocks
| Market cap | Axis Quant | Old Bridge Flexi Cap |
|---|---|---|
| Large Cap | 76.0% | 24.3% |
| Mid Cap | 11.4% | 20.3% |
| Small Cap | 0.0% | 47.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Axis Quant | Old Bridge Flexi Cap |
|---|---|---|
| Finance | 20.2% | 6.8% |
| Pharmaceuticals & Biotechnology | 0.0% | 13.9% |
| Petroleum Products | 10.5% | 0.0% |
| Automobiles | 10.3% | 4.3% |
| IT - Software | 9.4% | 0.0% |
| Realty | 8.5% | 1.8% |
| Commercial Services & Supplies | 0.0% | 7.1% |
| Agricultural Food & other Products | 0.0% | 6.5% |
| Banks | 6.4% | 5.1% |
| Construction | 3.4% | 5.4% |
The six largest sectors of each fund's stocks, % of the fund.
Axis Quant vs Old Bridge Flexi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Axis Quant Fund | Old Bridge Flexi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.72% | 1.56% |
| Base expense ratio (Direct) | 0.84% | 0.83% |
| Total expense ratio (Regular) | 4.11% | 3.06% |
| Base expense ratio (Regular) | 2.03% | 2.10% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Axis Quant with
Axis Quant Fund vs Old Bridge Flexi Cap Fund: Frequently Asked Questions
What is the difference between Axis Quant Fund and Old Bridge Flexi Cap Fund?
Axis Quant Fund is a Thematic fund, Old Bridge Flexi Cap Fund is a Flexi Cap fund, run by Axis Mutual Fund and Old Bridge Mutual Fund. Their portfolios overlap 15.0%. Axis Quant Fund charges 2.72% a year and Old Bridge Flexi Cap Fund 1.56%.
Which has the lower expense ratio, Axis Quant Fund or Old Bridge Flexi Cap Fund?
Old Bridge Flexi Cap Fund charges less: 1.56% a year against 2.72%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Axis Quant Fund and Old Bridge Flexi Cap Fund overlap?
15.0%. They hold 6 of the same securities, the largest shared ones being SHRIRAMFIN, INDIGO, M&M. From each fund's latest monthly portfolio.
Which is riskier, Axis Quant Fund or Old Bridge Flexi Cap Fund?
On SEBI's riskometer, Axis Quant Fund is rated Very High and Old Bridge Flexi Cap Fund Very High. Over their common history, the standard deviation of daily returns was 14.06% and 12.47% a year.
Can I invest in both Axis Quant Fund and Old Bridge Flexi Cap Fund?
Yes. 15.0% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Axis Quant Fund and Old Bridge Flexi Cap Fund?
Axis Quant Fund: Nandik Malik, Krishnaa N. Old Bridge Flexi Cap Fund: Kenneth Joseph Andrade.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.