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Balanced HybridVSMid Cap
Old Bridge Mutual Fund Balanced Advantage Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
12.3%
VS
3Y Return
1.9%
| Parameter | AOld Bridge Mutual Fund Balanced Advantage Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | Old Bridge Mutual Fund | Old Bridge Mutual Fund |
| Category | Balanced Hybrid | Mid Cap |
| NAV (₹) | 16.39 | 10.59 |
| AUM (₹ Cr) | 1.58 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.78% | 1.75% |
| Riskometer | Moderately High | Very High |
| Volatility | 9.11 | 15.35 |
| Sharpe Ratio | 0.64 | 1.82 |
| 1 Year Return (%) | 3.08% | 5.79% |
| 3 Year Return (%) | 12.3% | 1.9% |
| 5 Year Return (%) | 5.27% | 1.13% |
| Since Launch (%) | 10.94% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 7 September 2021 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Gopal Agrawal; Srinivasan Ramamurthy (5.1 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 50 Hybrid Composite Debt 65:35 Index | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.8%), ICICI Bank Ltd. (5.5%), Reliance Industries Ltd. (4.5%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 65.00% | Debt: 30.00% | T-Bills: 5.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 145% | 31% |
Why consider Old Bridge Mutual Fund Balanced Advantage Fund?
- Expense ratio: 0.78%
- 3Y return: 12.3%
- AUM: 1.58 Lac Cr
- Sharpe Ratio: 0.64
Why consider Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
SIP Calculator – Compare Growth Potential
Old Bridge Mutual Fund Balanced Advantage Fund
₹1182670.66
@12.3% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.