Old Bridge Focused Fund vs Samco Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Old Bridge Focused Fund is a Focused fund and Samco Arbitrage Fund is an Arbitrage fund. In the year to 30-10-2026, Old Bridge Focused Fund (Direct) returned 5.3% and Samco Arbitrage Fund (Direct) returned 5.2%. Old Bridge Focused Fund charges 1.11% a year and Samco Arbitrage Fund 1.09% (Direct plans). Their portfolios overlap 21.9%: they hold 6 of the same securities.
Old Bridge Focused Fund
Focused
- 1 year return
- 5.3%
- Expense ratio
- 1.11%
- NAV
- ₹12.99
Which is better, Old Bridge Focused or Samco Arbitrage? 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 returned more over 1 year: 5.3% against 5.2%.
- Samco Arbitrage costs less: 1.09% a year against 1.11% (Direct plans).
- Samco Arbitrage fell less in its worst fall since 29-11-2024: −0.6% against −14.2%.
- Samco Arbitrage holds more in large companies: 69.8% of the fund in large caps against 43.7%.
- Old Bridge Focused is the larger fund: ₹4,542 Cr against ₹26 Cr.
- Their portfolios overlap 21.9%: 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 | Old Bridge Focused Fund | Samco Arbitrage Fund |
|---|---|---|
| Fund house | Old Bridge Mutual Fund | Samco Mutual Fund |
| Category | Focused | Arbitrage |
| AUM | ₹4,542 Cr (30-09-2026) | ₹26 Cr (30-09-2026) |
| NAV | ₹12.99 (Direct) | ₹11.04 (Direct) |
| Expense ratio (Direct) | 1.11% | 1.09% |
| Expense ratio (Regular) | 2.00% | 2.54% |
| Riskometer | Very High | Low |
| Benchmark | BSE 500 TRI | Nifty 50 Arbitrage TRI |
| Launch date | 24-01-2024 | 27-11-2024 |
| Minimum investment | ₹5,000 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Kenneth Joseph Andrade, Tarang Agrawal | Umeshkumar Mehta, Nirali Bhansali, Dhawal Dhanani, Vishal Shinde, Manish Naiya |
| Exit load | Exit load of 1%, if redeemed within 365 days. | •0.25% If the investment is redeemed or switched out on or before 7 days from the date of allotment of units. • .No Exit Load will be charged if investment is redeemed or switched out after 7 days from the date of allotment of units. |
Old Bridge Focused vs Samco Arbitrage: 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 Focused Fund (Direct) | −5.18% | −4.77% | +2.28% | +5.27% | -- | -- | -- |
| Samco Arbitrage Fund (Direct) | +0.55% | +1.28% | +2.60% | +5.24% | -- | -- | -- |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | -- | -- | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | -- | -- | -- |
Category average: the average of the 28 Focused funds and the 39 Arbitrage funds, same plan type.
Old Bridge Focused vs Samco Arbitrage: Year-wise Returns
| Year | Old Bridge FocusedOld Bridge Focused | Samco ArbitrageSamco Arbitrage |
|---|---|---|
| 2026to date | +1.25% | +4.35% |
| 2025 | +8.54% | +5.27% |
Old Bridge Focused vs Samco Arbitrage: Rolling Returns
Every holding period of both funds, against BSE 500 TRI, the benchmark of Old Bridge Focused Fund
Rolling returns
Every 1-year holding period, 227 of them, one for each trading day from 01-12-2025 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Old Bridge Focused Fund (Direct)
Samco Arbitrage Fund (Direct)
BSE 500 TRI
to
Dec 2025Feb 2025
to
Feb 2026Apr 2025
to
Apr 2026Jun 2025
to
Jun 2026Aug 2025
to
Aug 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Old Bridge Focused | 0.4 | 12.8 | 28.6 | 35.2 | 13.7 | 8.8 | 0.4 | 11.4% | 10.8% | −1.1% | 25.8% | 93% |
| Samco Arbitrage | 0.0 | 14.2 | 85.8 | 0.0 | 0.0 | 0.0 | 0.0 | 5.2% | 5.2% | 4.8% | 5.6% | 65% |
| BSE 500 TRI | 30.4 | 33.5 | 24.7 | 9.7 | 1.8 | 0.0 | 0.0 | 3.1% | 2.5% | −9.2% | 15.7% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is BSE 500 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 29-11-2024. Past returns do not promise future returns.
Old Bridge Focused vs Samco Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 04-11-2024 to 30-10-2026: 24 instalments, ₹2,40,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Old Bridge FocusedOld Bridge Focused Fund (Direct) | ₹2,40,000 | ₹2,54,992 | ₹14,992 | 6.0% |
| Samco ArbitrageSamco Arbitrage Fund (Direct) | ₹2,40,000 | ₹2,52,933 | ₹12,933 | 5.2% |
Old Bridge FocusedOld Bridge Focused Fund (Direct)
Samco ArbitrageSamco Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Old Bridge Focused vs Samco Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Old Bridge Focused Fund (Direct) | Samco Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +5.27% | +5.24% |
| Standard deviation | 15.92% | 1.83% |
| Sharpe ratio | 0.00 | -0.00 |
| Sortino ratio | 0.00 | -0.00 |
| Maximum drawdown | −13.0% (23-03-2026) | −0.6% (06-08-2026) |
| Beta | 1.02 | -- |
| Alpha | +13.14% | -- |
From daily NAVs, 30-10-2025 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.
| Measure | Old Bridge Focused Fund (Direct) | Samco Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.89% | +5.30% |
| Standard deviation | 16.01% | 1.56% |
| Sharpe ratio | 0.25 | -0.20 |
| Sortino ratio | 0.34 | -0.29 |
| Maximum drawdown | −18.9% (28-02-2025) | −0.6% (06-08-2026) |
| Beta | 0.99 | -- |
| Alpha | +4.66% | -- |
From daily NAVs, 25-01-2024 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 Focused Fund (Direct)
Samco Arbitrage 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 Focused Fund (Direct) | −14.2% | 11-12-2024 | 28-02-2025 | 09-06-2025 | 3 months | −9.7% |
| Samco Arbitrage Fund (Direct) | −0.6% | 03-08-2026 | 06-08-2026 | 01-09-2026 | 26 days | −0.1% |
| BSE 500 TRI | −14.8% | 02-01-2026 | 30-03-2026 | Not yet | -- | −8.7% |
From daily values since 29-11-2024, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Old Bridge Focused Fund (Direct)
Samco Arbitrage Fund (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Old Bridge Focused Fund (Direct) | 107% | 81% | 6.41% |
| Samco Arbitrage Fund (Direct) | 13% | -13% | 16.30% |
From month-end values since 29-11-2024. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
Old Bridge Focused vs Samco Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Old Bridge Focused Fund, September 2026; Samco Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 21.9%
- Held by both
- 6
- Only in Old Bridge Focused
- 19
- Only in Samco Arbitrage
- 11
| Security | % of Old Bridge Focused | % of Samco Arbitrage |
|---|---|---|
| InterGlobe Aviation Limited | 4.97% | 4.89% |
| Bharti Airtel Limited | 4.53% | 9.32% |
| Shriram Finance Limited | 7.18% | 4.06% |
| ITC Limited | 4.86% | 3.49% |
| Axis Bank Limited | 2.90% | 3.83% |
| Hindalco Industries Limited | 3.72% | 2.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 21.9% means 21.9% 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 Focused Fund
| Security | % of fund |
|---|---|
| Redington Limited | 6.96% |
| Aurobindo Pharma Limited | 5.57% |
| Maruti Suzuki India Limited | 4.34% |
| Ramkrishna Forgings Limited | 4.34% |
| Jubilant Foodworks Limited | 4.10% |
Largest holdings only in Samco Arbitrage Fund
| Security | % of fund |
|---|---|
| HDFC Bank Limited | 7.80% |
| Reliance Industries Limited | 7.08% |
| One 97 Communications Limited | 7.02% |
| Titan Company Limited | 4.33% |
| Vodafone Idea Limited | 4.28% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Old Bridge Focused | Samco Arbitrage |
|---|---|---|
| Equity | 90.9% | 76.9% |
| Debt | 0.0% | 0.0% |
| Cash and others | 9.1% | 23.1% |
Market cap of stocks
| Market cap | Old Bridge Focused | Samco Arbitrage |
|---|---|---|
| Large Cap | 43.7% | 69.8% |
| Mid Cap | 13.0% | 7.0% |
| Small Cap | 34.2% | 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 | Old Bridge Focused | Samco Arbitrage |
|---|---|---|
| Banks | 2.9% | 18.3% |
| Telecom - Services | 4.5% | 13.6% |
| Pharmaceuticals & Biotechnology | 12.7% | 0.0% |
| Automobiles | 7.8% | 7.2% |
| Non - Ferrous Metals | 7.7% | 2.0% |
| Finance | 7.2% | 7.1% |
| Petroleum Products | 0.0% | 7.1% |
| Financial Technology (Fintech) | 0.0% | 7.0% |
| Commercial Services & Supplies | 7.0% | 0.0% |
| Transport Services | 7.0% | 4.9% |
The six largest sectors of each fund's stocks, % of the fund.
Old Bridge Focused vs Samco Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Old Bridge Focused Fund | Samco Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.11% | 1.09% |
| Base expense ratio (Direct) | 0.79% | 0.32% |
| Total expense ratio (Regular) | 2.00% | 2.54% |
| Base expense ratio (Regular) | 1.55% | 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 Focused with
Old Bridge Focused Fund vs Samco Arbitrage Fund: Frequently Asked Questions
What is the difference between Old Bridge Focused Fund and Samco Arbitrage Fund?
Old Bridge Focused Fund is a Focused fund, Samco Arbitrage Fund is an Arbitrage fund, run by Old Bridge Mutual Fund and Samco Mutual Fund. Their portfolios overlap 21.9%. Old Bridge Focused Fund charges 1.11% a year and Samco Arbitrage Fund 1.09%.
Which has given higher returns, Old Bridge Focused Fund or Samco Arbitrage Fund?
Over 1 year: Old Bridge Focused Fund +5.27%, Samco Arbitrage Fund +5.24%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Old Bridge Focused Fund or Samco Arbitrage Fund?
Samco Arbitrage Fund charges less: 1.09% a year against 1.11%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Old Bridge Focused Fund and Samco Arbitrage Fund overlap?
21.9%. They hold 6 of the same securities, the largest shared ones being INDIGO, BHARTIARTL, SHRIRAMFIN. From each fund's latest monthly portfolio.
Which is riskier, Old Bridge Focused Fund or Samco Arbitrage Fund?
On SEBI's riskometer, Old Bridge Focused Fund is rated Very High and Samco Arbitrage Fund Low. Over 1 years, the standard deviation of daily returns was 15.92% and 1.83% a year.
Can I invest in both Old Bridge Focused Fund and Samco Arbitrage Fund?
Yes. 21.9% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Old Bridge Focused Fund and Samco Arbitrage Fund?
Old Bridge Focused Fund: Kenneth Joseph Andrade, Tarang Agrawal. Samco Arbitrage Fund: Umeshkumar Mehta, Nirali Bhansali, Dhawal Dhanani, Vishal Shinde, Manish Naiya.
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.