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: 1.33% As on (30-12-2024)

Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 8,753.94 Cr As on (31-12-2024)
Turn over: 2.82

NAV as on Fri Jan 17 00:00:00 IST 2025

79.1069

-0.11 (-0.1396%)

CAGR Since Inception

19.39%

NIFTY 500 TRI 12.47%

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

Scheme Performance (%) Data as on - 17-01-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Parag Parikh Flexi Cap Fund - Regular Plan - Growth	20.96	15.21	23.57	17.2	19.39
NIFTY 500 TRI	12.35	12.31	17.68	13.26	12.47
Equity: Flexi Cap	13.75	12.45	17.5	13.16	17.04

Yearly Performance (%)

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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)

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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.

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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	0.81	2.99	0.71	-	-
Equity: Flexi Cap	-	-	-	-	-	-

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

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Period

Data as on - 17-01-2025

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	20.96	28.04	15.21	23.57	17.2
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option	08-04-2014	29.67	33.59	17.57	16.4	13.96
JM Flexicap Fund (Regular) - Growth option	23-09-2008	26.08	33.81	21.64	22.74	16.36
Invesco India Flexi Cap Fund - Growth	05-02-2022	24.73	29.96	0.0	0.0	0.0
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth	05-06-2020	21.43	30.76	17.35	0.0	0.0
HSBC Flexi Cap Fund - Regular Growth	24-02-2004	21.25	26.65	13.36	18.21	12.3
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH	04-06-2023	20.89	0.0	0.0	0.0	0.0
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth	01-08-2023	20.78	0.0	0.0	0.0	0.0
HDFC Flexi Cap Fund - Growth Plan	01-01-1995	19.54	25.07	20.16	21.58	14.2
Helios Flexi Cap Fund - Regular Plan - Growth Option	13-11-2023	18.94	0.0	0.0	0.0	0.0