Old Bridge Focused Fund vs UTI Nifty50 Equal Weight Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Old Bridge Focused Fund is a Focused fund and UTI Nifty50 Equal Weight Index Fund is an Index fund. In the year to 30-10-2026, Old Bridge Focused Fund (Direct) returned 5.3% and UTI Nifty50 Equal Weight Index Fund (Direct) returned −5.1%. Old Bridge Focused Fund charges 1.11% a year and UTI Nifty50 Equal Weight Index Fund 0.45% (Direct plans). Their portfolios overlap 18.2%: they hold 9 of the same securities.
Old Bridge Focused Fund
Focused
- 1 year return
- 5.3%
- Expense ratio
- 1.11%
- NAV
- ₹12.99
UTI Nifty50 Equal Weight Index Fund
Index
- 1 year return
- −5.1%
- Expense ratio
- 0.45%
- NAV
- ₹14.47
Which is better, Old Bridge Focused or UTI Nifty50 Equal Weight Index? 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 −5.1%.
- UTI Nifty50 Equal Weight Index costs less: 0.45% a year against 1.11% (Direct plans).
- UTI Nifty50 Equal Weight Index fell less in its worst fall since 25-01-2024: −18.1% against −18.9%.
- UTI Nifty50 Equal Weight Index holds more in large companies: 96.1% of the fund in large caps against 43.7%.
- Old Bridge Focused is the larger fund: ₹4,542 Cr against ₹147 Cr.
- Their portfolios overlap 18.2%: 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 Focused Fund | UTI Nifty50 Equal Weight Index Fund |
|---|---|---|
| Fund house | Old Bridge Mutual Fund | UTI Mutual Fund |
| Category | Focused | Index |
| AUM | ₹4,542 Cr (30-09-2026) | ₹147 Cr (30-09-2026) |
| NAV | ₹12.99 (Direct) | ₹14.47 (Direct) |
| Expense ratio (Direct) | 1.11% | 0.45% |
| Expense ratio (Regular) | 2.00% | 0.90% |
| Riskometer | Very High | Very High |
| Benchmark | BSE 500 TRI | NIFTY 50 Equal Weight TRI |
| Launch date | 24-01-2024 | 07-06-2023 |
| Minimum investment | ₹5,000 | ₹1,000 |
| Lock in | None | None |
| Fund managers | Kenneth Joseph Andrade, Tarang Agrawal | Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3 |
| Exit load | Exit load of 1%, if redeemed within 365 days. | NIL |
Old Bridge Focused vs UTI Nifty50 Equal Weight Index: 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% | -- | -- | -- |
| UTI Nifty50 Equal Weight Index Fund (Direct) | +0.96% | −6.21% | −2.78% | −5.10% | +11.15% | -- | -- |
| Focused average | −1.00% | −4.12% | +1.39% | −3.09% | -- | -- | -- |
Category average: the average of the 28 Focused funds, same plan type.
Old Bridge Focused vs UTI Nifty50 Equal Weight Index: Year-wise Returns
| Year | Old Bridge FocusedOld Bridge Focused | UTI Nifty50 Equal Weight IndexUTI Nifty50 Equal Weight Index |
|---|---|---|
| 2026to date | +1.25% | −5.83% |
| 2025 | +8.54% | +14.18% |
| 2024 | -- | +9.98% |
Old Bridge Focused vs UTI Nifty50 Equal Weight Index: 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, 435 of them, one for each trading day from 27-01-2025 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)
UTI Nifty50 Equal Weight Index Fund (Direct)
BSE 500 TRI
to
Mar 2025Jul 2024
to
Jul 2025Oct 2024
to
Oct 2025Feb 2025
to
Feb 2026May 2025
to
May 2026Sept 2025
to
Sept 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 | 13.3 | 11.7 | 28.7 | 30.3 | 11.0 | 4.6 | 0.2 | 8.6% | 9.5% | −8.9% | 25.8% | 77% |
| UTI Nifty50 Equal Weight Index | 18.2 | 27.0 | 33.9 | 15.9 | 4.8 | 0.0 | 0.0 | 5.6% | 5.4% | −7.6% | 19.3% | 82% |
| BSE 500 TRI | 28.5 | 32.6 | 32.0 | 6.0 | 0.9 | 0.0 | 0.0 | 3.3% | 3.1% | −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 25-01-2024. Past returns do not promise future returns.
Old Bridge Focused vs UTI Nifty50 Equal Weight Index: 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 25-01-2024 to 30-10-2026: 34 instalments, ₹3,40,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Old Bridge FocusedOld Bridge Focused Fund (Direct) | ₹3,40,000 | ₹3,73,885 | ₹33,885 | 6.7% |
| UTI Nifty50 Equal Weight IndexUTI Nifty50 Equal Weight Index Fund (Direct) | ₹3,40,000 | ₹3,48,451 | ₹8,451 | 1.7% |
Old Bridge FocusedOld Bridge Focused Fund (Direct)
UTI Nifty50 Equal Weight IndexUTI Nifty50 Equal Weight Index 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 UTI Nifty50 Equal Weight Index: 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) | UTI Nifty50 Equal Weight Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +5.27% | −5.10% |
| Standard deviation | 15.92% | 13.70% |
| Sharpe ratio | 0.00 | -0.76 |
| Sortino ratio | 0.00 | -1.00 |
| Maximum drawdown | −13.0% (23-03-2026) | −12.4% (31-03-2026) |
| Beta | 1.02 | 1.00 |
| Alpha | +13.14% | −0.36% |
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) | UTI Nifty50 Equal Weight Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +9.89% | +11.81% |
| Standard deviation | 16.01% | 13.12% |
| Sharpe ratio | 0.25 | 0.43 |
| Sortino ratio | 0.34 | 0.61 |
| Maximum drawdown | −18.9% (28-02-2025) | −18.1% (28-02-2025) |
| Beta | 0.99 | 1.00 |
| Alpha | +4.66% | −0.69% |
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)
UTI Nifty50 Equal Weight Index 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) | −18.9% | 23-09-2024 | 28-02-2025 | 06-01-2026 | 10 months | −9.7% |
| UTI Nifty50 Equal Weight Index Fund (Direct) | −18.1% | 27-09-2024 | 28-02-2025 | 02-01-2026 | 10 months | −8.1% |
| BSE 500 TRI | −18.7% | 26-09-2024 | 28-02-2025 | Not yet | -- | −9.4% |
From daily values since 25-01-2024, 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)
UTI Nifty50 Equal Weight Index Fund (Direct)
BSE 500 TRI
Against BSE 500 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Old Bridge Focused Fund (Direct) | 109% | 81% | 6.69% |
| UTI Nifty50 Equal Weight Index Fund (Direct) | 91% | 82% | 4.64% |
From month-end values since 25-01-2024. 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 UTI Nifty50 Equal Weight Index: Portfolio Overlap
From each fund's latest monthly portfolio: Old Bridge Focused Fund, September 2026; UTI Nifty50 Equal Weight Index Fund, September 2026
Holdings in common
- Overlap
- 18.2%
- Held by both
- 9
- Only in Old Bridge Focused
- 16
- Only in UTI Nifty50 Equal Weight Index
- 41
| Security | % of Old Bridge Focused | % of UTI Nifty50 Equal Weight Index |
|---|---|---|
| InterGlobe Aviation Limited | 4.97% | 2.07% |
| Axis Bank Limited | 2.90% | 2.06% |
| Shriram Finance Limited | 7.18% | 2.03% |
| Maruti Suzuki India Limited | 4.34% | 2.03% |
| Bharti Airtel Limited | 4.53% | 2.02% |
| Tata Steel Limited | 3.86% | 2.01% |
| ITC Limited | 4.86% | 2.00% |
| Tata Motors Passenger Vehicles Limited | 3.42% | 2.00% |
| Hindalco Industries Limited | 3.72% | 1.98% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 18.2% means 18.2% 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 Focused Fund
| Security | % of fund |
|---|---|
| Redington Limited | 6.96% |
| Aurobindo Pharma Limited | 5.57% |
| Ramkrishna Forgings Limited | 4.34% |
| Jubilant Foodworks Limited | 4.10% |
| Alivus Life Sciences Limited | 4.01% |
Largest holdings only in UTI Nifty50 Equal Weight Index Fund
| Security | % of fund |
|---|---|
| EQ - KOTAK MAHINDRA BANK LTD. | 2.12% |
| EQ - DR REDDYS LABORATORIES LTD. | 2.10% |
| EQ - ADANI PORTS AND SPECIAL ECONO | 2.06% |
| EQ - INFOSYS LTD. | 2.04% |
| EQ - COAL INDIA LTD. | 2.04% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Old Bridge Focused | UTI Nifty50 Equal Weight Index |
|---|---|---|
| Equity | 90.9% | 100.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | 9.1% | -0.1% |
Market cap of stocks
| Market cap | Old Bridge Focused | UTI Nifty50 Equal Weight Index |
|---|---|---|
| Large Cap | 43.7% | 96.1% |
| Mid Cap | 13.0% | 4.0% |
| 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 | UTI Nifty50 Equal Weight Index |
|---|---|---|
| Pharmaceuticals & Biotechnology | 12.7% | 6.1% |
| Banks | 2.9% | 10.2% |
| Automobiles | 7.8% | 10.0% |
| IT - Software | 0.0% | 8.1% |
| Finance | 7.2% | 8.0% |
| Non - Ferrous Metals | 7.7% | 2.0% |
| Commercial Services & Supplies | 7.0% | 0.0% |
| Transport Services | 7.0% | 2.1% |
| Ferrous Metals | 3.9% | 4.0% |
The six largest sectors of each fund's stocks, % of the fund.
Old Bridge Focused vs UTI Nifty50 Equal Weight Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Old Bridge Focused Fund | UTI Nifty50 Equal Weight Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.11% | 0.45% |
| Base expense ratio (Direct) | 0.79% | 0.30% |
| Total expense ratio (Regular) | 2.00% | 0.90% |
| Base expense ratio (Regular) | 1.55% | 0.70% |
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
Old Bridge Focused Fund vs UTI Nifty50 Equal Weight Index Fund: Frequently Asked Questions
What is the difference between Old Bridge Focused Fund and UTI Nifty50 Equal Weight Index Fund?
Old Bridge Focused Fund is a Focused fund, UTI Nifty50 Equal Weight Index Fund is an Index fund, run by Old Bridge Mutual Fund and UTI Mutual Fund. Their portfolios overlap 18.2%. Old Bridge Focused Fund charges 1.11% a year and UTI Nifty50 Equal Weight Index Fund 0.45%.
Which has given higher returns, Old Bridge Focused Fund or UTI Nifty50 Equal Weight Index Fund?
Over 1 year: Old Bridge Focused Fund +5.27%, UTI Nifty50 Equal Weight Index Fund −5.10%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Old Bridge Focused Fund or UTI Nifty50 Equal Weight Index Fund?
UTI Nifty50 Equal Weight Index Fund charges less: 0.45% a year against 1.11%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Old Bridge Focused Fund and UTI Nifty50 Equal Weight Index Fund overlap?
18.2%. They hold 9 of the same securities, the largest shared ones being INDIGO, AXISBANK, SHRIRAMFIN. From each fund's latest monthly portfolio.
Which is riskier, Old Bridge Focused Fund or UTI Nifty50 Equal Weight Index Fund?
On SEBI's riskometer, Old Bridge Focused Fund is rated Very High and UTI Nifty50 Equal Weight Index Fund Very High. Over 1 years, the standard deviation of daily returns was 15.92% and 13.70% a year.
Can I invest in both Old Bridge Focused Fund and UTI Nifty50 Equal Weight Index Fund?
Yes. 18.2% 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 UTI Nifty50 Equal Weight Index Fund?
Old Bridge Focused Fund: Kenneth Joseph Andrade, Tarang Agrawal. UTI Nifty50 Equal Weight Index Fund: Sharwan Kumar Goyal FM 1, Ayush Jain FM 2, Lokesh Kulthia FM 3.
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.