Aditya Birla Sun Life Flexi Cap Fund vs Old Bridge Flexi Cap Fund
Aditya Birla Sun Life Flexi Cap Fund and Old Bridge Flexi Cap Fund are both Flexi Cap funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +16.54% vs —, 5-year CAGR +11.68% vs —, volatility 14.64% vs —, maximum drawdown −38.59% vs −11.53%. Their portfolios overlap by 7.8% (5 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | Old Bridge Mutual Fund |
| Compared as | Flexi Cap | Flexi Cap |
| NAV | ₹2,222.2000 | ₹10.8700 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 2 Jan 2013 | 4 Mar 2026 |
| Track record | 13.8 yrs | 0.7 yrs |
| Fund size (AUM) | ₹27,982 Cr | ₹451 Cr |
| Securities held | 83 | 34 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| 1 month | +3.99% | −1.45% |
| 3 months | −0.71% | −5.40% |
| 6 months | +5.77% | +0.37% |
| 1 year | +6.49% | — |
| 3 years (CAGR) | +16.54% | — |
| 5 years (CAGR) | +11.68% | — |
| 7 years (CAGR) | +15.93% | — |
| 10 years (CAGR) | +14.06% | — |
| Since launch (CAGR) | +16.13% | — |
| SIP return (XIRR, 5 years) ⓘ | +13.93% | — |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| 2026 (year to date) | +4.65% | — |
| 2025 | +12.09% | — |
| 2024 | +19.49% | — |
| 2023 | +26.99% | — |
| 2022 | −0.27% | — |
| 2021 | +31.38% | — |
Risk
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Volatility (annualised) ⓘ | 14.64% | — |
| Downside volatility ⓘ | 9.70% | — |
| Sharpe ratio ⓘ | 0.69 | — |
| Sortino ratio ⓘ | 1.04 | — |
| Maximum drawdown ⓘ | −38.59% | −11.53% |
| Recovery from that fall | 8 months | — |
| Current fall from peak | −0.93% | −6.45% |
| Rolling 1-year return: worst | −31.50% | — |
| Rolling 1-year return: median | +13.75% | — |
| Rolling 1-year return: best | +94.56% | — |
| Share of 1-year periods with a loss | 14.75% | — |
Against each fund's benchmark
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Beta ⓘ | 0.94 | — |
| Alpha (Jensen's, annualised) ⓘ | +4.75% | — |
| R² ⓘ | 98.06 | — |
| Upside capture | 106.49% | — |
| Downside capture | 81.54% | — |
| Tracking error | 2.28% | — |
| Information ratio | 2.26 | — |
| Treynor ratio | 9.40 | — |
Portfolio
Asset mix
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Equity | 97.87% | 91.60% |
| Cash & equivalents | 2.13% | 8.40% |
Market-cap split (share of fund assets)
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Large Cap | 53.50% | 24.33% |
| Mid Cap | 26.76% | 20.29% |
| Small Cap | 16.73% | 46.98% |
| Unclassified | 0.88% | 0.00% |
Concentration
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Top 10 holdings | 27.25% | 35.84% |
| Effective number of stocks ⓘ | 56.6 | 37.9 |
| Securities held | 83 | 34 |
Portfolio overlap: 7.8%
5 companies are held by both funds; by weight, 7.8% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap |
|---|---|---|
| Shriram Finance Limited | 1.76% | 4.01% |
| Hindalco Industries Limited | 1.72% | 3.99% |
| The Federal Bank Limited | 1.56% | 2.43% |
| Mahindra & Mahindra Limited | 1.41% | 2.36% |
| Larsen & Toubro Limited | 1.37% | 2.03% |
Top 10 holdings
Aditya Birla Sun Life Flexi Cap
- ICICI Bank Limited5.60%
- HDFC Bank Limited3.91%
- Kotak Mahindra Bank Limited3.55%
- Reliance Industries Limited2.42%
- State Bank of India2.09%
- Infosys Limited2.01%
- Sona BLW Precision Forgings Limited1.99%
- Bharat Forge Limited1.93%
- Lenskart Solutions Limited1.90%
- Mankind Pharma Limited1.85%
Old Bridge Flexi Cap
- Shriram Finance Limited4.01%
- Hindalco Industries Limited3.99%
- International Gemological Institute Limited3.89%
- Gujarat Ambuja Exports Limited3.76%
- Star Health And Allied Insurance Company Limited3.60%
- InterGlobe Aviation Limited3.40%
- Balkrishna Industries Ltd.3.39%
- NCC Limited3.33%
- Aurobindo Pharma Limited3.27%
- Redington Limited3.20%
Sector exposure
| Aditya Birla Sun Life Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Banks | 19.24% | 5.14% |
| Pharmaceuticals & Biotechnology | 4.69% | 13.86% |
| Commercial Services & Supplies | 0.00% | 7.09% |
| IT - Software | 6.93% | 0.00% |
| Retailing | 6.85% | 2.38% |
| Finance | 5.85% | 6.76% |
| Agricultural Food & other Products | 1.44% | 6.51% |
| Industrial Products | 5.56% | 1.92% |
| Construction | 2.49% | 5.36% |
| Automobiles | 5.09% | 4.34% |
| Transport Services | 0.00% | 4.95% |
| Leisure Services | 0.03% | 4.54% |
| Non - Ferrous Metals | 1.72% | 3.99% |
| Auto Components | 3.91% | 3.39% |
Questions people ask
What is the difference between Aditya Birla Sun Life Flexi Cap and Old Bridge Flexi Cap returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +6.49% vs —; 3-year CAGR +16.54% vs —; 5-year CAGR +11.68% vs —; 10-year CAGR +14.06% vs —. Past returns do not indicate future returns.
How do Aditya Birla Sun Life Flexi Cap and Old Bridge Flexi Cap compare on risk?
Volatility (36 monthly returns, annualised) 14.64% vs —; Sharpe ratio 0.69 vs —; Sortino ratio 1.04 vs —; maximum drawdown −38.59% vs −11.53%; beta 0.94 vs —.
How much do Aditya Birla Sun Life Flexi Cap and Old Bridge Flexi Cap overlap?
By weight, 7.8% of the two portfolios is invested in the same companies; 5 stocks are held by both, the largest shared positions being Shriram Finance Limited, Hindalco Industries Limited, The Federal Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Aditya Birla Sun Life Flexi Cap and Old Bridge Flexi Cap?
Aditya Birla Sun Life Flexi Cap: large cap 53.5%, mid cap 26.8%, small cap 16.7%. Old Bridge Flexi Cap: large cap 24.3%, mid cap 20.3%, small cap 47.0% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.