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Parag Parikh Flexi Cap Fund - Regular Plan - Growth

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Category: Equity: Flexi Cap
Launch Date: 05-05-2013
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 1.28% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 103,866.66 Cr As on (30-05-2025)
Turn over: 2.82
NAV as on 27-06-2025

85.5225

0.45 (0.5295%)

CAGR Since Inception

19.39%

NIFTY 500 TRI 12.61%

PERFORMANCE of Parag Parikh Flexi Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 30-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 12.77 24.1 25.85 17.7 19.39
NIFTY 500 TRI 5.65 21.99 24.03 14.37 12.61
Equity: Flexi Cap 5.17 22.1 22.88 14.04 16.89

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Rajeev Thakkar, Mr. Rukun Tarachandani, Mr. Raunak Onkar, Mr. Raj Mehta, Ms. Mansi Kariya

Investment Objective

The investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities, foreign equities and related instruments and debt securities.

RETURNS CALCULATOR for Parag Parikh Flexi Cap Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

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 1.37 6.23 0.61 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION of Parag Parikh Flexi Cap Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 30-06-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 12.77 24.88 24.1 25.85 17.7
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 14.17 33.14 28.74 22.47 13.68
Invesco India Flexi Cap Fund - Growth 05-02-2022 11.7 29.04 28.08 0.0 0.0
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 10.83 26.18 27.71 30.18 15.7
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 10.78 23.64 0.0 0.0 0.0
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 10.21 20.98 20.39 20.0 0.0
UTI - Flexi Cap Fund-Growth Option 05-08-2005 9.33 14.87 15.73 19.29 12.5
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 9.13 21.79 22.18 23.15 14.37
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 7.83 0.0 0.0 0.0 0.0
Sundaram Flexicap Fund Regular Growth 06-09-2022 7.82 17.36 0.0 0.0 0.0

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

Asset Allocation (%)