Old Bridge Flexi Cap Fund vs Old Bridge Focused Fund
Direct Plan, Growth option · Data as on 30-10-2026
Old Bridge Flexi Cap Fund is a Flexi Cap fund and Old Bridge Focused Fund is a Focused fund. Old Bridge Flexi Cap Fund charges 1.56% a year and Old Bridge Focused Fund 1.11% (Direct plans). Their portfolios overlap 27.2%: they hold 9 of the same securities.
Which is better, Old Bridge Flexi Cap or Old Bridge Focused? 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 Focused costs less: 1.11% a year against 1.56% (Direct plans).
- Old Bridge Focused fell less in its worst fall since 04-03-2026: −11.5% against −11.5%.
- Old Bridge Focused holds more in large companies: 43.7% of the fund in large caps against 24.3%.
- Old Bridge Focused is the larger fund: ₹4,542 Cr against ₹451 Cr.
- Their portfolios overlap 27.2%: 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 | Old Bridge Flexi Cap Fund | Old Bridge Focused Fund |
|---|---|---|
| Fund house | Old Bridge Mutual Fund | Old Bridge Mutual Fund |
| Category | Flexi Cap | Focused |
| AUM | ₹451 Cr (30-09-2026) | ₹4,542 Cr (30-09-2026) |
| NAV | ₹10.28 (Direct) | ₹12.99 (Direct) |
| Expense ratio (Direct) | 1.56% | 1.11% |
| Expense ratio (Regular) | 3.06% | 2.00% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Launch date | 02-03-2026 | 24-01-2024 |
| Minimum investment | ₹5,000 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Kenneth Joseph Andrade | Kenneth Joseph Andrade, Tarang Agrawal |
| Exit load | Exit load of 1%, if redeemed within 365 days | Exit load of 1%, if redeemed within 365 days. |
Old Bridge Flexi Cap vs Old Bridge Focused: 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 |
|---|---|---|---|---|---|---|---|
| Old Bridge Flexi Cap Fund (Direct) | −6.55% | −8.13% | −2.37% | -- | -- | -- | -- |
| Old Bridge Focused Fund (Direct) | −5.18% | −4.77% | +2.28% | +5.27% | -- | -- | -- |
| Flexi Cap average | −1.62% | −4.17% | +1.00% | -- | -- | -- | -- |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | -- | -- | -- |
Category average: the average of the 46 Flexi Cap funds and the 28 Focused funds, same plan type.
Old Bridge Flexi Cap vs Old Bridge Focused: Year-wise Returns
| Year | Flexi CapOld Bridge Flexi Cap | FocusedOld Bridge Focused | BSE 500 TRI |
|---|---|---|---|
| 2026to date | -- | +1.25% | −7.81% |
| 2025 | -- | +8.54% | +7.63% |
Old Bridge Flexi Cap vs Old Bridge Focused: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of both
Old Bridge Flexi Cap vs Old Bridge Focused: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Old Bridge Flexi Cap Fund (Direct) | Old Bridge Focused Fund (Direct) |
|---|---|---|
| Return (CAGR) | +4.13% | +9.89% |
| Standard deviation | 12.47% | 16.01% |
| Sharpe ratio | -0.09 | 0.25 |
| Sortino ratio | -0.13 | 0.34 |
| Maximum drawdown | −11.5% (30-10-2026) | −18.9% (28-02-2025) |
| Beta | 0.64 | 0.99 |
| Alpha | +4.00% | +4.66% |
From daily NAVs, 04-03-2026 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.
Old Bridge Flexi Cap Fund (Direct)
Old Bridge Focused Fund (Direct)
BSE 500 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Old Bridge Flexi Cap Fund (Direct) | −11.5% | 24-08-2026 | 30-10-2026 | Not yet | -- | −11.5% |
| Old Bridge Focused Fund (Direct) | −11.5% | 10-08-2026 | 23-10-2026 | Not yet | -- | −9.7% |
| BSE 500 TRI | −9.7% | 06-08-2026 | 23-10-2026 | Not yet | -- | −7.8% |
From daily values since 04-03-2026, the first day every fund has.
Old Bridge Flexi Cap vs Old Bridge Focused: Portfolio Overlap
From each fund's latest monthly portfolio: Old Bridge Flexi Cap Fund, September 2026; Old Bridge Focused Fund, September 2026
Holdings in common
- Overlap
- 27.2%
- Held by both
- 9
- Only in Old Bridge Flexi Cap
- 25
- Only in Old Bridge Focused
- 16
| Security | % of Old Bridge Flexi Cap | % of Old Bridge Focused |
|---|---|---|
| Shriram Finance Limited | 4.01% | 7.18% |
| Hindalco Industries Limited | 3.99% | 3.72% |
| InterGlobe Aviation Limited | 3.40% | 4.97% |
| Aurobindo Pharma Limited | 3.27% | 5.57% |
| Redington Limited | 3.20% | 6.96% |
| Jubilant Foodworks Limited | 2.87% | 4.10% |
| Tata Steel Limited | 2.42% | 3.86% |
| Action Construction Equipment Limited | 2.57% | 2.31% |
| Tata Motors Passenger Vehicles Limited | 1.98% | 3.42% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 27.2% means 27.2% 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 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% |
| Balkrishna Industries Limited | 3.39% |
| NCC Limited | 3.33% |
Largest holdings only in Old Bridge Focused Fund
| Security | % of fund |
|---|---|
| ITC Limited | 4.86% |
| Bharti Airtel Limited | 4.53% |
| Maruti Suzuki India Limited | 4.34% |
| Ramkrishna Forgings Limited | 4.34% |
| Alivus Life Sciences Limited | 4.01% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Old Bridge Flexi Cap | Old Bridge Focused |
|---|---|---|
| Equity | 91.6% | 90.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 8.4% | 9.1% |
Market cap of stocks
| Market cap | Old Bridge Flexi Cap | Old Bridge Focused |
|---|---|---|
| Large Cap | 24.3% | 43.7% |
| Mid Cap | 20.3% | 13.0% |
| Small Cap | 47.0% | 34.2% |
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 | Old Bridge Flexi Cap | Old Bridge Focused |
|---|---|---|
| Pharmaceuticals & Biotechnology | 13.9% | 12.7% |
| Automobiles | 4.3% | 7.8% |
| Non - Ferrous Metals | 4.0% | 7.7% |
| Finance | 6.8% | 7.2% |
| Commercial Services & Supplies | 7.1% | 7.0% |
| Transport Services | 5.0% | 7.0% |
| Agricultural Food & other Products | 6.5% | 1.8% |
| Construction | 5.4% | 0.0% |
| Banks | 5.1% | 2.9% |
The six largest sectors of each fund's stocks, % of the fund.
Old Bridge Flexi Cap vs Old Bridge Focused: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Old Bridge Flexi Cap Fund | Old Bridge Focused Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.56% | 1.11% |
| Base expense ratio (Direct) | 0.83% | 0.79% |
| Total expense ratio (Regular) | 3.06% | 2.00% |
| Base expense ratio (Regular) | 2.10% | 1.55% |
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 Old Bridge Flexi Cap with
Old Bridge Flexi Cap Fund vs Old Bridge Focused Fund: Frequently Asked Questions
What is the difference between Old Bridge Flexi Cap Fund and Old Bridge Focused Fund?
Old Bridge Flexi Cap Fund is a Flexi Cap fund, Old Bridge Focused Fund is a Focused fund, run by Old Bridge Mutual Fund. Their portfolios overlap 27.2%. Old Bridge Flexi Cap Fund charges 1.56% a year and Old Bridge Focused Fund 1.11%.
Which has the lower expense ratio, Old Bridge Flexi Cap Fund or Old Bridge Focused Fund?
Old Bridge Focused Fund charges less: 1.11% a year against 1.56%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Old Bridge Flexi Cap Fund and Old Bridge Focused Fund overlap?
27.2%. They hold 9 of the same securities, the largest shared ones being SHRIRAMFIN, HINDALCO, INDIGO. From each fund's latest monthly portfolio.
Which is riskier, Old Bridge Flexi Cap Fund or Old Bridge Focused Fund?
On SEBI's riskometer, Old Bridge Flexi Cap Fund is rated Very High and Old Bridge Focused Fund Very High. Over their common history, the standard deviation of daily returns was 12.47% and 16.01% a year.
Can I invest in both Old Bridge Flexi Cap Fund and Old Bridge Focused Fund?
Yes. 27.2% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Old Bridge Flexi Cap Fund and Old Bridge Focused Fund?
Old Bridge Flexi Cap Fund: Kenneth Joseph Andrade. Old Bridge Focused Fund: Kenneth Joseph Andrade, Tarang Agrawal.
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.