HDFC Focused Fund vs Old Bridge Focused Fund
HDFC Focused Fund and Old Bridge Focused Fund are both Focused funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +17.02% vs —, 5-year CAGR +16.94% vs —, volatility 13.05% vs 16.49%, maximum drawdown −45.63% vs −18.94%. Their portfolios overlap by 15.3% (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
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Fund house | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Compared as | Focused | Focused |
| NAV | ₹273.5210 | ₹13.9000 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 1 Jan 2013 | 25 Jan 2024 |
| Track record | 13.8 yrs | 2.8 yrs |
| Fund size (AUM) | ₹26,553 Cr | ₹4,542 Cr |
| Securities held | 31 | 25 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| 1 month | +5.91% | +1.39% |
| 3 months | +0.60% | −2.46% |
| 6 months | +5.36% | +5.62% |
| 1 year | +1.03% | +13.28% |
| 3 years (CAGR) | +17.02% | — |
| 5 years (CAGR) | +16.94% | — |
| 7 years (CAGR) | +18.47% | — |
| 10 years (CAGR) | +15.36% | — |
| Since launch (CAGR) | +14.84% | +12.54% |
| SIP return (XIRR, 5 years) ⓘ | +15.41% | — |
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 Focused | Old Bridge Focused | |
|---|---|---|
| 2026 (year to date) | +0.58% | +8.34% |
| 2025 | +12.05% | +8.54% |
| 2024 | +25.44% | — |
| 2023 | +31.32% | — |
| 2022 | +19.93% | — |
| 2021 | +41.78% | — |
Risk
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Volatility (annualised) ⓘ | 13.05% | 16.49% |
| Downside volatility ⓘ | 9.37% | 10.48% |
| Sharpe ratio ⓘ | 0.81 | 0.37 |
| Sortino ratio ⓘ | 1.13 | 0.58 |
| Maximum drawdown ⓘ | −45.63% | −18.94% |
| Recovery from that fall | 10 months | 10 months |
| Current fall from peak | −1.19% | −3.41% |
| Rolling 1-year return: worst | −38.46% | −8.89% |
| Rolling 1-year return: median | +15.54% | +9.56% |
| Rolling 1-year return: best | +93.42% | +25.79% |
| Share of 1-year periods with a loss | 18.41% | 13.18% |
Against each fund's benchmark
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Beta ⓘ | 0.80 | 0.98 |
| Alpha (Jensen's, annualised) ⓘ | +5.22% | +4.85% |
| R² ⓘ | 89.85 | 83.64 |
| Upside capture | 99.29% | 111.61% |
| Downside capture | 69.95% | 86.12% |
| Tracking error | 5.22% | 6.61% |
| Information ratio | 1.00 | 0.76 |
| Treynor ratio | 11.07 | 3.26 |
Portfolio
Asset mix
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Equity | 95.19% | 90.93% |
| Cash & equivalents | 2.73% | 9.07% |
| REITs / InvITs | 1.89% | 0.00% |
| Debt | 0.19% | 0.00% |
Market-cap split (share of fund assets)
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Large Cap | 74.19% | 43.71% |
| Mid Cap | 13.46% | 12.99% |
| Small Cap | 7.54% | 34.23% |
| Unclassified | 0.00% | 0.00% |
Concentration
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Top 10 holdings | 55.12% | 50.86% |
| Effective number of stocks ⓘ | 22.9 | 25.4 |
| Securities held | 31 | 25 |
Portfolio overlap: 15.3%
5 companies are held by both funds; by weight, 15.3% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | HDFC Focused | Old Bridge Focused |
|---|---|---|
| InterGlobe Aviation Limited | 4.00% | 4.97% |
| Maruti Suzuki India Limited | 3.40% | 4.34% |
| Bharti Airtel Limited | 3.20% | 4.53% |
| Axis Bank Limited | 6.24% | 2.90% |
| Tata Steel Ltd. | 1.78% | 3.86% |
Top 10 holdings
HDFC Focused
- ICICI Bank Limited9.16%
- HDFC Bank Limited7.83%
- Kotak Mahindra Bank Limited6.91%
- Axis Bank Limited6.24%
- State Bank of India5.10%
- Eternal Limited4.87%
- Sun Pharmaceutical Industries Limited4.07%
- InterGlobe Aviation Limited4.00%
- HCL Technologies Ltd.3.54%
- Maruti Suzuki India Limited3.40%
Old Bridge Focused
- Shriram Finance Limited7.18%
- Redington Limited6.96%
- Aurobindo Pharma Limited5.57%
- InterGlobe Aviation Limited4.97%
- ITC Limited4.86%
- Bharti Airtel Limited4.53%
- Ramkrishna Forgings Limited4.34%
- Maruti Suzuki India Limited4.34%
- Jubilant Foodworks Limited4.10%
- Alivus Life Sciences Limited4.01%
Sector exposure
| HDFC Focused | Old Bridge Focused | |
|---|---|---|
| Banks | 37.56% | 2.90% |
| Pharmaceuticals & Biotechnology | 6.47% | 12.66% |
| Automobiles | 8.57% | 7.76% |
| Non - Ferrous Metals | 0.00% | 7.65% |
| Finance | 0.00% | 7.18% |
| Retailing | 7.10% | 0.00% |
| Commercial Services & Supplies | 0.00% | 6.96% |
| Transport Services | 4.00% | 6.95% |
| Leisure Services | 2.53% | 6.16% |
| Diversified FMCG | 0.00% | 4.86% |
| Healthcare Services | 4.69% | 0.00% |
| Telecom - Services | 3.20% | 4.53% |
| Auto Components | 2.51% | 4.34% |
| Ferrous Metals | 1.78% | 3.86% |
Questions people ask
What is the difference between HDFC Focused and Old Bridge Focused returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +1.03% vs +13.28%; 3-year CAGR +17.02% vs —; 5-year CAGR +16.94% vs —; 10-year CAGR +15.36% vs —. Past returns do not indicate future returns.
How do HDFC Focused and Old Bridge Focused compare on risk?
Volatility (36 monthly returns, annualised) 13.05% vs 16.49%; Sharpe ratio 0.81 vs 0.37; Sortino ratio 1.13 vs 0.58; maximum drawdown −45.63% vs −18.94%; beta 0.80 vs 0.98.
How much do HDFC Focused and Old Bridge Focused overlap?
By weight, 15.3% of the two portfolios is invested in the same companies; 5 stocks are held by both, the largest shared positions being InterGlobe Aviation Limited, Maruti Suzuki India Limited, Bharti Airtel Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of HDFC Focused and Old Bridge Focused?
HDFC Focused: large cap 74.2%, mid cap 13.5%, small cap 7.5%. Old Bridge Focused: large cap 43.7%, mid cap 13.0%, small cap 34.2% (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.