Parag Parikh Flexi Cap Fund - Regular Plan - Growth
Category: Equity: Flexi Cap
Launch Date: 05-05-2013
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.33% As on ( 31-03-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 93,381.83 Cr As on ( 31-03-2025)
Turn over: 2.82
NAV as on 25-04-2025
80.221
-0.53 ( -0.6544% )
CAGR Since Inception
19.06%
NIFTY 500 TRI 12.39%
Performance of Parag Parikh Flexi Cap Fund - Regular Plan - Growth
Fund Managers

Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Mansi Kariya

Investment Objective

The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.

Returns Calculator for Parag Parikh Flexi Cap Fund - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Parag Parikh Flexi Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 11.09 0.84 4.59 0.63 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Parag Parikh Flexi Cap Reg Gr 05-05-2013 12.6 25.21 19.25 28.37 17.14
HDFC Flexi Cap Gr 01-01-1995 16.42 28.7 23.02 31.02 15.27
Motilal Oswal Flexi Cap Fund Reg Gr 08-04-2014 14.68 32.58 20.95 22.21 13.53
UTI Flexi Cap Gr 05-08-2005 14.18 17.13 9.01 19.98 12.13
DSP Flexi Cap Reg Gr 29-04-1997 12.27 23.51 16.66 22.93 13.83
WhiteOak Capital Flexi Cap Fund Reg Gr 05-08-2022 12.25 25.41 0.0 0.0 0.0
Invesco India Flexi Cap Fund Gr 05-02-2022 11.88 28.32 20.2 0.0 0.0
Tata Flexi Cap Reg Gr 05-08-2018 11.2 23.03 14.54 20.09 0.0
ABSL Flexi Cap Gr Reg 14-08-1998 10.82 23.17 15.57 23.61 13.76
Axis Flexi Cap Reg Gr 10-11-2017 10.02 20.39 12.19 18.22 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Parag Parikh Flexi Cap Fund - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)