HDFC Flexi Cap Fund vs Old Bridge Flexi Cap Fund
HDFC 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 +17.33% vs —, 5-year CAGR +16.38% vs —, volatility 13.11% vs —, maximum drawdown −41.84% vs −11.53%. Their portfolios overlap by 6.5% (4 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
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Fund house | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Compared as | Flexi Cap | Flexi Cap |
| NAV | ₹2,305.3460 | ₹10.8700 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 1 Jan 2013 | 4 Mar 2026 |
| Track record | 13.8 yrs | 0.7 yrs |
| Fund size (AUM) | ₹108,547 Cr | ₹451 Cr |
| Securities held | 84 | 34 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| 1 month | +5.79% | −1.45% |
| 3 months | +0.34% | −5.40% |
| 6 months | +5.75% | +0.37% |
| 1 year | +2.04% | — |
| 3 years (CAGR) | +17.33% | — |
| 5 years (CAGR) | +16.38% | — |
| 7 years (CAGR) | +18.43% | — |
| 10 years (CAGR) | +16.41% | — |
| Since launch (CAGR) | +15.96% | — |
| SIP return (XIRR, 5 years) ⓘ | +15.40% | — |
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
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| 2026 (year to date) | +1.44% | — |
| 2025 | +12.16% | — |
| 2024 | +24.33% | — |
| 2023 | +31.45% | — |
| 2022 | +19.09% | — |
| 2021 | +37.00% | — |
Risk
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Volatility (annualised) ⓘ | 13.11% | — |
| Downside volatility ⓘ | 9.17% | — |
| Sharpe ratio ⓘ | 0.83 | — |
| Sortino ratio ⓘ | 1.19 | — |
| Maximum drawdown ⓘ | −41.84% | −11.53% |
| Recovery from that fall | 9 months | — |
| Current fall from peak | −0.01% | −6.45% |
| Rolling 1-year return: worst | −38.24% | — |
| Rolling 1-year return: median | +14.49% | — |
| Rolling 1-year return: best | +99.62% | — |
| Share of 1-year periods with a loss | 17.37% | — |
Against each fund's benchmark
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Beta ⓘ | 0.82 | — |
| Alpha (Jensen's, annualised) ⓘ | +5.48% | — |
| R² ⓘ | 92.41 | — |
| Upside capture | 100.20% | — |
| Downside capture | 69.30% | — |
| Tracking error | 4.62% | — |
| Information ratio | 1.21 | — |
| Treynor ratio | 11.30 | — |
Portfolio
Asset mix
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Equity | 94.97% | 91.60% |
| REITs / InvITs | 2.29% | 0.00% |
| Cash & equivalents | 2.28% | 8.40% |
| Debt | 0.46% | 0.00% |
Market-cap split (share of fund assets)
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Large Cap | 69.93% | 24.33% |
| Mid Cap | 14.52% | 20.29% |
| Small Cap | 9.85% | 46.98% |
| Unclassified | 0.67% | 0.00% |
Concentration
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Top 10 holdings | 43.68% | 35.84% |
| Effective number of stocks ⓘ | 34.3 | 37.9 |
| Securities held | 84 | 34 |
Portfolio overlap: 6.5%
4 companies are held by both funds; by weight, 6.5% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | HDFC Flexi Cap | Old Bridge Flexi Cap |
|---|---|---|
| InterGlobe Aviation Limited | 2.99% | 3.40% |
| Larsen & Toubro Limited | 3.08% | 2.03% |
| Tata Steel Ltd. | 0.88% | 2.42% |
| Acme Solar Holdings Ltd | 0.64% | 2.51% |
Top 10 holdings
HDFC Flexi Cap
- ICICI Bank Limited8.80%
- Axis Bank Limited6.11%
- HDFC Bank Limited6.03%
- State Bank of India3.94%
- Eternal Limited3.46%
- Kotak Mahindra Bank Limited3.40%
- SBI Life Insurance Company Limited3.25%
- Larsen & Toubro Limited3.08%
- InterGlobe Aviation Limited2.99%
- Bharti Airtel Limited2.62%
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
| HDFC Flexi Cap | Old Bridge Flexi Cap | |
|---|---|---|
| Banks | 28.28% | 5.14% |
| Pharmaceuticals & Biotechnology | 8.41% | 13.86% |
| Automobiles | 8.24% | 4.34% |
| Commercial Services & Supplies | 0.00% | 7.09% |
| Finance | 0.00% | 6.76% |
| Agricultural Food & other Products | 0.00% | 6.51% |
| Retailing | 5.82% | 2.38% |
| Construction | 3.66% | 5.36% |
| Transport Services | 2.99% | 4.95% |
| IT - Software | 4.93% | 0.00% |
| Leisure Services | 0.67% | 4.54% |
| Healthcare Services | 4.12% | 0.00% |
| Non - Ferrous Metals | 0.00% | 3.99% |
| Insurance | 3.53% | 3.60% |
Questions people ask
What is the difference between HDFC Flexi Cap and Old Bridge Flexi Cap returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +2.04% vs —; 3-year CAGR +17.33% vs —; 5-year CAGR +16.38% vs —; 10-year CAGR +16.41% vs —. Past returns do not indicate future returns.
How do HDFC Flexi Cap and Old Bridge Flexi Cap compare on risk?
Volatility (36 monthly returns, annualised) 13.11% vs —; Sharpe ratio 0.83 vs —; Sortino ratio 1.19 vs —; maximum drawdown −41.84% vs −11.53%; beta 0.82 vs —.
How much do HDFC Flexi Cap and Old Bridge Flexi Cap overlap?
By weight, 6.5% of the two portfolios is invested in the same companies; 4 stocks are held by both, the largest shared positions being InterGlobe Aviation Limited, Larsen & Toubro Limited, Tata Steel Ltd.. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of HDFC Flexi Cap and Old Bridge Flexi Cap?
HDFC Flexi Cap: large cap 69.9%, mid cap 14.5%, small cap 9.9%. 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.