Old Bridge Focused Fund vs Tata Focused Fund
Old Bridge Focused Fund and Tata Focused Fund are both Focused funds. As of 4 Nov 2026 (Direct plan, Growth option): 3-year CAGR — vs +9.44%, 5-year CAGR — vs +9.07%, volatility 16.26% vs 14.76%, maximum drawdown −18.94% vs −37.28%. Their portfolios overlap by 7.3% (2 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
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Fund house | Old Bridge Mutual Fund | Tata Mutual Fund |
| Compared as | Focused | Focused |
| NAV | ₹13.6200 | ₹24.6414 |
| NAV date | 4 Nov 2026 | 4 Nov 2026 |
| Launched (first NAV) | 25 Jan 2024 | 6 Dec 2019 |
| Track record | 2.8 yrs | 6.9 yrs |
| Fund size (AUM) | ₹4,542 Cr | ₹1,625 Cr |
| Securities held | 25 | 28 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| 1 month | +0.15% | +2.86% |
| 3 months | −5.09% | −5.98% |
| 6 months | +4.05% | −3.25% |
| 1 year | +11.00% | −5.61% |
| 3 years (CAGR) | — | +9.44% |
| 5 years (CAGR) | — | +9.07% |
| 7 years (CAGR) | — | — |
| 10 years (CAGR) | — | — |
| Since launch (CAGR) | +11.73% | +13.95% |
| SIP return (XIRR, 5 years) ⓘ | — | +7.70% |
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
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| 2026 (year to date) | +6.16% | −6.18% |
| 2025 | +8.54% | +1.37% |
| 2024 | — | +19.99% |
| 2023 | — | +29.82% |
| 2022 | — | +6.58% |
| 2021 | — | +35.41% |
Risk
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Volatility (annualised) ⓘ | 16.26% | 14.76% |
| Downside volatility ⓘ | 10.48% | 10.84% |
| Sharpe ratio ⓘ | 0.32 | 0.20 |
| Sortino ratio ⓘ | 0.50 | 0.27 |
| Maximum drawdown ⓘ | −18.94% | −37.28% |
| Recovery from that fall | 10 months | 8 months |
| Current fall from peak | −5.35% | −11.10% |
| Rolling 1-year return: worst | −8.89% | −10.83% |
| Rolling 1-year return: median | +9.56% | +13.91% |
| Rolling 1-year return: best | +25.79% | +96.26% |
| Share of 1-year periods with a loss | 13.21% | 11.66% |
Against each fund's benchmark
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Beta ⓘ | 0.98 | 0.93 |
| Alpha (Jensen's, annualised) ⓘ | +4.85% | −1.40% |
| R² ⓘ | 83.64 | 92.32 |
| Upside capture | 111.61% | 88.27% |
| Downside capture | 86.12% | 91.13% |
| Tracking error | 6.61% | 4.34% |
| Information ratio | 0.76 | -0.41 |
| Treynor ratio | 3.26 | 2.06 |
Portfolio
Asset mix
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Equity | 90.93% | 93.74% |
| Cash & equivalents | 9.07% | 6.26% |
Market-cap split (share of fund assets)
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Large Cap | 43.71% | 66.96% |
| Mid Cap | 12.99% | 11.64% |
| Small Cap | 34.23% | 12.79% |
| Unclassified | 0.00% | 2.35% |
Concentration
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Top 10 holdings | 50.86% | 53.12% |
| Effective number of stocks ⓘ | 25.4 | 24.6 |
| Securities held | 25 | 28 |
Portfolio overlap: 7.3%
2 companies are held by both funds; by weight, 7.3% of the two portfolios is the same. That is a low overlap: the two portfolios are largely different.
| Held by both | Old Bridge Focused | Tata Focused |
|---|---|---|
| Bharti Airtel Limited | 4.53% | 4.42% |
| Axis Bank Limited | 2.90% | 6.30% |
Top 10 holdings
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%
Tata Focused
- HDFC Bank Limited8.03%
- ICICI Bank Limited7.58%
- Axis Bank Limited6.30%
- UltraTech Cement Limited5.21%
- Reliance Industries Limited4.92%
- NTPC Limited4.44%
- Bharti Airtel Limited4.42%
- Healthcare Global Enterprises Limited4.14%
- SBI Life Insurance Company Limited4.05%
- Infosys Limited4.03%
Sector exposure
| Old Bridge Focused | Tata Focused | |
|---|---|---|
| Banks | 2.90% | 21.91% |
| Pharmaceuticals & Biotechnology | 12.66% | 1.79% |
| Insurance | 1.13% | 9.02% |
| Automobiles | 7.76% | 3.92% |
| Non - Ferrous Metals | 7.65% | 0.00% |
| Finance | 7.18% | 0.00% |
| Commercial Services & Supplies | 6.96% | 0.00% |
| Transport Services | 6.95% | 0.00% |
| Telecom - Services | 4.53% | 6.44% |
| Leisure Services | 6.16% | 0.00% |
| Healthcare Services | 0.00% | 5.91% |
| Construction | 0.00% | 5.48% |
| Cement & Cement Products | 0.00% | 5.21% |
| Consumer Durables | 0.00% | 4.95% |
Questions people ask
What is the difference between Old Bridge Focused and Tata Focused returns?
As of 4 Nov 2026, Direct plan Growth option: 1-year return +11.00% vs −5.61%; 3-year CAGR — vs +9.44%; 5-year CAGR — vs +9.07%; 10-year CAGR — vs —. Past returns do not indicate future returns.
How do Old Bridge Focused and Tata Focused compare on risk?
Volatility (36 monthly returns, annualised) 16.26% vs 14.76%; Sharpe ratio 0.32 vs 0.20; Sortino ratio 0.50 vs 0.27; maximum drawdown −18.94% vs −37.28%; beta 0.98 vs 0.93.
How much do Old Bridge Focused and Tata Focused overlap?
By weight, 7.3% of the two portfolios is invested in the same companies; 2 stocks are held by both, the largest shared positions being Bharti Airtel Limited, Axis Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Old Bridge Focused and Tata Focused?
Old Bridge Focused: large cap 43.7%, mid cap 13.0%, small cap 34.2%. Tata Focused: large cap 67.0%, mid cap 11.6%, small cap 12.8% (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.
More comparisons
Old Bridge Focused vs
All Focused comparisons → · Compare up to six funds yourself → · Every fund in this category → · All comparisons →
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 4 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.