DSP Quant Fund vs Old Bridge Flexi Cap Fund
Direct Plan, Growth option · Data as on 30-10-2026
DSP Quant Fund is a Thematic fund and Old Bridge Flexi Cap Fund is a Flexi Cap fund. DSP Quant Fund charges 1.12% a year and Old Bridge Flexi Cap Fund 1.56% (Direct plans). Their portfolios overlap 16.4%: they hold 7 of the same securities.
Which is better, DSP 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.
- DSP Quant costs less: 1.12% a year against 1.56% (Direct plans).
- DSP Quant fell less in its worst fall since 04-03-2026: −10.5% against −11.5%.
- DSP Quant holds more in large companies: 60.2% of the fund in large caps against 24.3%.
- DSP Quant is the larger fund: ₹711 Cr against ₹451 Cr.
- Their portfolios overlap 16.4%: 7 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 | DSP Quant Fund | Old Bridge Flexi Cap Fund |
|---|---|---|
| Fund house | DSP Mutual Fund | Old Bridge Mutual Fund |
| Category | Thematic | Flexi Cap |
| AUM | ₹711 Cr (30-09-2026) | ₹451 Cr (30-09-2026) |
| NAV | ₹21.12 (Direct) | ₹10.28 (Direct) |
| Expense ratio (Direct) | 1.12% | 1.56% |
| Expense ratio (Regular) | 1.84% | 3.06% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 200 TRI | BSE 500 TRI |
| Launch date | 10-06-2019 | 02-03-2026 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Aparna Karnik | Kenneth Joseph Andrade |
| Exit load | Nil | Exit load of 1%, if redeemed within 365 days |
DSP 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 |
|---|---|---|---|---|---|---|---|
| DSP Quant Fund (Direct) | −0.95% | −7.26% | −3.97% | −8.77% | +6.47% | +3.93% | -- |
| 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.
DSP Quant vs Old Bridge Flexi Cap: Year-wise Returns
| Year | DSP QuantDSP Quant | Old Bridge Flexi CapOld Bridge Flexi Cap |
|---|---|---|
| 2026to date | −11.32% | -- |
| 2025 | +8.93% | -- |
| 2024 | +10.76% | -- |
| 2023 | +20.70% | -- |
| 2022 | −6.84% | -- |
| 2021 | +27.64% | -- |
DSP Quant vs Old Bridge Flexi Cap: Rolling Returns
Every holding period of both funds, against BSE 200 TRI, the benchmark of DSP Quant Fund
DSP 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 | DSP Quant Fund (Direct) | Old Bridge Flexi Cap Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.62% | +4.13% |
| Standard deviation | 16.00% | 12.47% |
| Sharpe ratio | 0.34 | -0.09 |
| Sortino ratio | 0.46 | -0.13 |
| Maximum drawdown | −32.7% (23-03-2020) | −11.5% (30-10-2026) |
| Beta | 0.89 | 0.64 |
| Alpha | −0.77% | +4.00% |
From daily NAVs, 11-06-2019 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.
DSP 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 |
|---|---|---|---|---|---|---|
| DSP Quant Fund (Direct) | −10.5% | 03-08-2026 | 23-10-2026 | Not yet | -- | −8.7% |
| 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.
DSP Quant vs Old Bridge Flexi Cap: Portfolio Overlap
From each fund's latest monthly portfolio: DSP Quant Fund, September 2026; Old Bridge Flexi Cap Fund, September 2026
Holdings in common
- Overlap
- 16.4%
- Held by both
- 7
- Only in DSP Quant
- 33
- Only in Old Bridge Flexi Cap
- 27
| Security | % of DSP Quant | % of Old Bridge Flexi Cap |
|---|---|---|
| Hindalco Industries Limited | 2.50% | 3.99% |
| Federal Bank Limited | 2.95% | 2.43% |
| Zydus Lifesciences Limited | 2.43% | 3.14% |
| Tata Steel Limited | 3.43% | 2.42% |
| Aurobindo Pharma Limited | 2.35% | 3.27% |
| Shriram Finance Limited | 2.24% | 4.01% |
| Mahindra & Mahindra Financial Services Limited | 2.06% | 2.75% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 16.4% means 16.4% 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 DSP Quant Fund
| Security | % of fund |
|---|---|
| ITC Limited | 3.89% |
| Infosys Limited | 3.47% |
| Bharti Airtel Limited | 3.46% |
| HCL Technologies Limited | 3.01% |
| Bajaj Auto Limited | 2.92% |
Largest holdings only in Old Bridge Flexi Cap Fund
| Security | % of fund |
|---|---|
| International Gemological Institute Limited | 3.89% |
| Gujarat Ambuja Exports Limited | 3.76% |
| Star Health And Allied Insurance Company Limited | 3.60% |
| InterGlobe Aviation Limited | 3.40% |
| Balkrishna Industries Limited | 3.39% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | DSP Quant | Old Bridge Flexi Cap |
|---|---|---|
| Equity | 95.4% | 91.6% |
| Debt | 0.0% | 0.0% |
| Cash and others | 4.6% | 8.4% |
Market cap of stocks
| Market cap | DSP Quant | Old Bridge Flexi Cap |
|---|---|---|
| Large Cap | 60.2% | 24.3% |
| Mid Cap | 35.1% | 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 | DSP Quant | Old Bridge Flexi Cap |
|---|---|---|
| Pharmaceuticals & Biotechnology | 16.0% | 13.9% |
| IT - Software | 10.3% | 0.0% |
| Automobiles | 7.8% | 4.3% |
| Telecom - Services | 7.4% | 0.0% |
| Commercial Services & Supplies | 0.0% | 7.1% |
| Finance | 6.3% | 6.8% |
| Agricultural Food & other Products | 0.0% | 6.5% |
| Capital Markets | 5.9% | 0.0% |
| Construction | 0.0% | 5.4% |
| Banks | 3.0% | 5.1% |
The six largest sectors of each fund's stocks, % of the fund.
DSP Quant vs Old Bridge Flexi Cap: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | DSP Quant Fund | Old Bridge Flexi Cap Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.12% | 1.56% |
| Base expense ratio (Direct) | 0.70% | 0.83% |
| Total expense ratio (Regular) | 1.84% | 3.06% |
| Base expense ratio (Regular) | 1.31% | 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 DSP Quant with
DSP Quant Fund vs Old Bridge Flexi Cap Fund: Frequently Asked Questions
What is the difference between DSP Quant Fund and Old Bridge Flexi Cap Fund?
DSP Quant Fund is a Thematic fund, Old Bridge Flexi Cap Fund is a Flexi Cap fund, run by DSP Mutual Fund and Old Bridge Mutual Fund. Their portfolios overlap 16.4%. DSP Quant Fund charges 1.12% a year and Old Bridge Flexi Cap Fund 1.56%.
Which has the lower expense ratio, DSP Quant Fund or Old Bridge Flexi Cap Fund?
DSP Quant Fund charges less: 1.12% a year against 1.56%. These are the Direct plans' total expense ratios reported to AMFI.
How much do DSP Quant Fund and Old Bridge Flexi Cap Fund overlap?
16.4%. They hold 7 of the same securities, the largest shared ones being HINDALCO, FEDERALBNK, ZYDUSLIFE. From each fund's latest monthly portfolio.
Which is riskier, DSP Quant Fund or Old Bridge Flexi Cap Fund?
On SEBI's riskometer, DSP 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 16.00% and 12.47% a year.
Can I invest in both DSP Quant Fund and Old Bridge Flexi Cap Fund?
Yes. 16.4% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages DSP Quant Fund and Old Bridge Flexi Cap Fund?
DSP Quant Fund: Aparna Karnik. 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.