Parag Parikh Flexi Cap Fund - Regular Plan - Growth

Fund House: PPFAS Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 05-05-2013
Asset Class: Equity
Benchmark: NIFTY 500 TRI
TER: 1.33% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 93,381.83 Cr As on 31-03-2025(Source:AMFI)
Turn over: 2.82% | Exit Load: For units above 10% of the investment, exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days.

79.592

19.0%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
4 Years 0 Months
8 Years 0 Months
8 Years 4 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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

Current Asset Allocation (%)

Indicators

Standard Deviation 10.67
Sharpe Ratio 0.84
Alpha 4.59
Beta 0.63
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 13.97 24.97 17.77 28.34 16.96
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 18.15 30.16 22.71 31.12 15.05
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 16.08 34.21 20.78 22.52 13.22
Invesco India Flexi Cap Fund - Growth 05-02-2022 15.05 30.62 20.21 - -
UTI - Flexi Cap Fund-Growth Option 05-08-2005 14.91 18.61 8.98 20.6 11.96
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 14.08 24.76 16.67 23.53 13.47
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 13.88 27.07 - - -
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 13.17 24.33 14.58 20.49 -
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 12.77 - - - -
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 11.63 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.56%

Others

30.19%

Large Cap

62.32%

Mid Cap

2.47%

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