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
0.56 (0.7064%)
19.0%
Benchmark: 12.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
PORTFOLIO
Market Cap Distribution
Small Cap
2.56%
Others
30.19%
Large Cap
62.32%
Mid Cap
2.47%
