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Motilal Oswal Focused Fund - Direct Plan Growth Option vs Old Bridge Focused Fund - Direct Growth
Motilal Oswal Focused Fund and Old Bridge Focused Fund are both in the Focused Fund category, from Motilal Oswal Asset Management Company Limited and Old Bridge Asset Management Private Limited respectively. Old Bridge Focused Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
Old Bridge Focused Fund has the lower direct-plan expense ratio, by 0.61 percentage points.
| Motilal Oswal Focused Fund - Direct Plan Growth Option | Old Bridge Focused Fund - Direct Growth | |
|---|---|---|
| Category | Focused Fund | Focused Fund |
| AMC | Motilal Oswal Asset Management Company Limited | Old Bridge Asset Management Private Limited |
| Benchmark | Nifty 500 TRI | BSE 500 TRI |
| NAV | ₹61.9873 (2026-10-28) | ₹13.01 (2026-10-28) |
| AUM | ₹1,804.17 Cr | ₹4,462.937 Cr |
| Expense Ratio (Direct) | 1.66% | 1.05% |
| Inception | 2013-04-22 | 2024-01-17 |
Returns
Risk Metrics
Motilal Oswal Focused Fund has been the more volatile of the two by standard deviation.
| Motilal Oswal Focused Fund - Direct Plan Growth Option | Old Bridge Focused Fund - Direct Growth | |
|---|---|---|
| 3Y Sharpe Ratio | 0.28 | 0.13 |
| 3Y Alpha | 3.8127% | 1.2823% |
| 3Y Std Deviation | 18.1245% | 16.3463% |
| 3Y Calmar Ratio | 0.39 | 0.49 |
Portfolio Analytics
Motilal Oswal Focused Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| Motilal Oswal Focused Fund - Direct Plan Growth Option | Old Bridge Focused Fund - Direct Growth | |
|---|---|---|
| P/E Ratio | 42.3129 | 21.9642 |
| P/B Ratio | 15.3738 | - |
| Dividend Yield | 0.2603% | 1.1605% |
| Active Share | 91.55% | 88.73% |
| Portfolio Turnover | 18% | 18% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
Old Bridge Focused Fund has the stronger Punji Quality grade of the two.
Frequently asked questions
Which has a lower expense ratio, Motilal Oswal Focused Fund or Old Bridge Focused Fund?
Old Bridge Focused Fund's direct-plan expense ratio is 0.61 percentage points lower than Motilal Oswal Focused Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, Motilal Oswal Focused Fund or Old Bridge Focused Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), Motilal Oswal Focused Fund has been more volatile than Old Bridge Focused Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.28 for Motilal Oswal Focused Fund vs 0.13 for Old Bridge Focused Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, Motilal Oswal Focused Fund or Old Bridge Focused Fund?
Old Bridge Focused Fund has ₹4,463 Cr in assets under management, versus ₹1,804 Cr for Motilal Oswal Focused Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, Motilal Oswal Focused Fund or Old Bridge Focused Fund?
Motilal Oswal Focused Fund launched on 2013-04-22, making it older than Old Bridge Focused Fund (launched 2024-01-17). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.