Bajaj Finserv Multi Cap Fund vs Old Bridge Flexi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
Bajaj Finserv Multi Cap Fund is a Multi Cap fund and Old Bridge Flexi Cap Fund is a Flexi Cap fund. Bajaj Finserv Multi Cap Fund charges 1.11% a year and Old Bridge Flexi Cap Fund 1.56% (Direct plans). Their portfolios overlap 15.4%: they hold 9 of the same securities.
Which is better, Bajaj Finserv Multi Cap 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.
- Bajaj Finserv Multi Cap costs less: 1.11% a year against 1.56% (Direct plans).
- Bajaj Finserv Multi Cap fell less in its worst fall since 04-03-2026: −9.2% against −11.5%.
- Bajaj Finserv Multi Cap holds more in large companies: 39.8% of the fund in large caps against 24.3%.
- Bajaj Finserv Multi Cap is the larger fund: ₹1,641 Cr against ₹451 Cr.
- Their portfolios overlap 15.4%: 9 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 | Bajaj Finserv Multi Cap Fund | Old Bridge Flexi Cap Fund |
|---|---|---|
| Fund house | Bajaj Finserv Mutual Fund | Old Bridge Mutual Fund |
| Category | Multi Cap | Flexi Cap |
| AUM | ₹1,641 Cr (30-09-2026) | ₹451 Cr (30-09-2026) |
| NAV | ₹11.73 (Direct) | ₹10.28 (Direct) |
| Expense ratio (Direct) | 1.11% | 1.56% |
| Expense ratio (Regular) | 2.56% | 3.06% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 500 Multicap 50:25:25 Total Return Index | BSE 500 TRI |
| Launch date | 27-02-2025 | 02-03-2026 |
| Minimum investment | ₹500 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary | Kenneth Joseph Andrade |
| Exit load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 6 months. | Exit load of 1%, if redeemed within 365 days |
Bajaj Finserv Multi Cap 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 |
|---|---|---|---|---|---|---|---|
| Bajaj Finserv Multi Cap Fund (Direct) | −3.66% | −4.40% | +2.27% | +1.67% | -- | -- | -- |
| Old Bridge Flexi Cap Fund (Direct) | −6.55% | −8.13% | −2.37% | -- | -- | -- | -- |
| Multi Cap average | −2.65% | −3.95% | +1.99% | −1.14% | -- | -- | -- |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | -- | -- | -- | -- |
Category average: the average of the 33 Multi Cap funds and the 46 Flexi Cap funds, same plan type.
Bajaj Finserv Multi Cap vs Old Bridge Flexi Cap: Year-wise Returns
| Year | Bajaj Finserv MultiBajaj Finserv Multi Cap | Old Bridge FlexiOld Bridge Flexi Cap |
|---|---|---|
| 2026to date | +0.75% | -- |
Bajaj Finserv Multi Cap vs Old Bridge Flexi Cap: Rolling Returns
Every holding period of both funds, against Nifty500 Multicap 50:25:25 TRI, the benchmark of Bajaj Finserv Multi Cap Fund
Bajaj Finserv Multi Cap 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 | Bajaj Finserv Multi Cap Fund (Direct) | Old Bridge Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.99% | +4.13% |
| Standard deviation | 13.82% | 12.47% |
| Sharpe ratio | 0.33 | -0.09 |
| Sortino ratio | 0.46 | -0.13 |
| Maximum drawdown | −14.2% (23-03-2026) | −11.5% (30-10-2026) |
| Beta | 0.90 | 0.64 |
| Alpha | +1.52% | +4.00% |
From daily NAVs, 03-03-2025 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.
Bajaj Finserv Multi Cap Fund (Direct)
Old Bridge Flexi Cap Fund (Direct)
Nifty500 Multicap 50:25:25 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Bajaj Finserv Multi Cap Fund (Direct) | −9.2% | 05-03-2026 | 23-03-2026 | 10-04-2026 | 18 days | −7.6% |
| Old Bridge Flexi Cap Fund (Direct) | −11.5% | 24-08-2026 | 30-10-2026 | Not yet | -- | −11.5% |
| Nifty500 Multicap 50:25:25 TRI | −10.0% | 10-08-2026 | 23-10-2026 | Not yet | -- | −8.0% |
From daily values since 04-03-2026, the first day every fund has.
Bajaj Finserv Multi Cap vs Old Bridge Flexi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: Bajaj Finserv Multi Cap Fund, September 2026; Old Bridge Flexi Cap Fund, September 2026
Holdings in common
- Overlap
- 15.4%
- Held by both
- 9
- Only in Bajaj Finserv Multi Cap
- 61
- Only in Old Bridge Flexi Cap
- 25
| Security | % of Bajaj Finserv Multi Cap | % of Old Bridge Flexi Cap |
|---|---|---|
| The Federal Bank Limited | 2.53% | 2.43% |
| Aurobindo Pharma Limited | 2.40% | 3.27% |
| Larsen & Toubro Limited | 2.03% | 2.03% |
| RBL Bank Limited | 1.99% | 2.71% |
| DLF Limited | 2.46% | 1.76% |
| Tata Steel Limited | 1.66% | 2.42% |
| Redington Limited | 1.27% | 3.20% |
| Balrampur Chini Mills Limited | 1.13% | 2.75% |
| Vardhman Textiles Limited | 0.69% | 2.71% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 15.4% means 15.4% 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 Bajaj Finserv Multi Cap Fund
| Security | % of fund |
|---|---|
| HDFC Bank Limited | 9.73% |
| Bharti Airtel Limited | 4.54% |
| Reliance Industries Limited | 4.15% |
| Schaeffler India Limited | 3.09% |
| GlaxoSmithKline Pharmaceuticals Limited | 2.65% |
Largest holdings only in Old Bridge Flexi Cap Fund
| Security | % of fund |
|---|---|
| Shriram Finance Limited | 4.01% |
| 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% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bajaj Finserv Multi Cap | Old Bridge Flexi Cap |
|---|---|---|
| Equity | 97.6% | 91.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 2.4% | 8.4% |
Market cap of stocks
| Market cap | Bajaj Finserv Multi Cap | Old Bridge Flexi Cap |
|---|---|---|
| Large Cap | 39.8% | 24.3% |
| Mid Cap | 25.3% | 20.3% |
| Small Cap | 28.0% | 47.0% |
| Not on AMFI's list | 4.5% | 0.0% |
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 | Bajaj Finserv Multi Cap | Old Bridge Flexi Cap |
|---|---|---|
| Banks | 19.4% | 5.1% |
| Pharmaceuticals & Biotechnology | 6.4% | 13.9% |
| Auto Components | 7.4% | 3.4% |
| Commercial Services & Supplies | 2.5% | 7.1% |
| Finance | 1.2% | 6.8% |
| Agricultural Food & other Products | 1.1% | 6.5% |
| Construction | 4.6% | 5.4% |
| Telecom - Services | 5.2% | 0.0% |
| Textiles & Apparels | 4.4% | 2.7% |
The six largest sectors of each fund's stocks, % of the fund.
Bajaj Finserv Multi Cap vs Old Bridge Flexi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bajaj Finserv Multi Cap Fund | Old Bridge Flexi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.11% | 1.56% |
| Base expense ratio (Direct) | 0.57% | 0.83% |
| Total expense ratio (Regular) | 2.56% | 3.06% |
| Base expense ratio (Regular) | 1.80% | 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 Bajaj Finserv Multi Cap with
Bajaj Finserv Multi Cap Fund vs Old Bridge Flexi Cap Fund: Frequently Asked Questions
What is the difference between Bajaj Finserv Multi Cap Fund and Old Bridge Flexi Cap Fund?
Bajaj Finserv Multi Cap Fund is a Multi Cap fund, Old Bridge Flexi Cap Fund is a Flexi Cap fund, run by Bajaj Finserv Mutual Fund and Old Bridge Mutual Fund. Their portfolios overlap 15.4%. Bajaj Finserv Multi Cap Fund charges 1.11% a year and Old Bridge Flexi Cap Fund 1.56%.
Which has the lower expense ratio, Bajaj Finserv Multi Cap Fund or Old Bridge Flexi Cap Fund?
Bajaj Finserv Multi Cap Fund charges less: 1.11% a year against 1.56%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Bajaj Finserv Multi Cap Fund and Old Bridge Flexi Cap Fund overlap?
15.4%. They hold 9 of the same securities, the largest shared ones being FEDERALBNK, AUROPHARMA, LT. From each fund's latest monthly portfolio.
Which is riskier, Bajaj Finserv Multi Cap Fund or Old Bridge Flexi Cap Fund?
On SEBI's riskometer, Bajaj Finserv Multi Cap Fund is rated Very High and Old Bridge Flexi Cap Fund Very High. Over their common history, the standard deviation of daily returns was 13.82% and 12.47% a year.
Can I invest in both Bajaj Finserv Multi Cap Fund and Old Bridge Flexi Cap Fund?
Yes. 15.4% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Bajaj Finserv Multi Cap Fund and Old Bridge Flexi Cap Fund?
Bajaj Finserv Multi Cap Fund: Nimesh Chandan, Sorbh Gupta, Siddharth Chaudhary. 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.