Parag Parikh Flexi Cap Fund (G) vs Kotak Flexicap Fund (G)

Both Parag Parikh Flexi Cap Fund (G) and Kotak Flexicap Fund (G) belong to Flexi Cap. Compare returns, expense ratio, risk, and portfolio performance. The 3Y return for Parag Parikh Flexi Cap Fund (G) and Kotak Flexicap Fund (G) is 21.575% and 17.312%. Check other parameters to pick the right fund.

Start comparing returns between

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Parag Parikh Flexi Cap Fund (G)

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Kotak Flexicap Fund (G)

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Fund Returns

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Nav (27 Oct)

₹87.73

₹87.45

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Last 1 Year

10.4%

10.2%

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Last 3 Year

21.6%

17.3%

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Last 5 Year

22.7%

19.4%

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Last 10 Year

17.8%

14.1%

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Since Inception

19.1%

14.4%

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₹87.73
Nav (27 Oct)
10.4%
Last 1 Year
21.6%
Last 3 Year
22.7%
Last 5 Year
17.8%
Last 10 Year
19.1%
Since Inception
₹87.45
Nav (28 Oct)
10.2%
Last 1 Year
17.3%
Last 3 Year
19.4%
Last 5 Year
14.1%
Last 10 Year
14.4%
Since Inception

Scripbox Opinion

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Scripbox Opinion
This fund is recommended for investment within flexi cap mutual funds. Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duratmore...

Invest in this fund as part of a scientific Scripbox plan. Explore the plan below.

These are the top-ranked funds within flexi cap mutual funds.more...

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Scripbox Fund Analysis

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Category View

Superior

The category has a superior investment outlook

Superior

The category has a superior investment outlook

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Relative Size

₹ 119723.3 Cr

The fund has been a Category Leader on the Fund Size metric

₹ 54083.1 Cr

The fund has been a Category Leader on the Fund Size metric

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-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 119723.3 CrRelative Size
SuperiorCategory View
-Consistency Of Performance
-Track Record
Lowest Interest Rate RiskImpact of Interest Rate Changes
Lowest Credit RiskCredit Quality Of Fund's Portfolio
₹ 54083.1 CrRelative Size
SuperiorCategory View
-Consistency Of Performance

Scheme Information

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Risk Factor

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High

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Expense Ratio
1.33 %
1.49 %
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Launched Date
2013-05-24
2009-09-11
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AUM in Crores
₹ 1,19,723 Cr
₹ 54,083 Cr
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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.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
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Lock-in
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Benchmark
NIFTY 500 Total Return Index
NIFTY 500 Total Return Index
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ISIN
INF879O01019
INF174K01336
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SIP Minimum
₹ 1,000
₹ 1,000
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Lumpsum Minimum
₹ 5,000
₹ 5,000
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Fund Managers
user-avatar

Mansi Kariya

user-avatar

Rajeev Thakkar

user-avatar

Raj Mehta

user-avatar

Raunak Onkar

user-avatar

Rukun Tarachandani

user-avatar

Arjun Khanna

user-avatar

Harsha Upadhyaya

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Investment Objective
The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.more...
The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.more...
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risk-indicator-arrow.svg
Very High
Risk Factor
1.33 %
Expense Ratio
2013-05-24
Launched Date
₹ 1,19,723 Cr
AUM in Crores
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.
Exit Load
-
Lock-in
NIFTY 500 Total Return Index
Benchmark
INF879O01019
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum
risk-indicator-arrow.svg
Very High
Risk Factor
1.49 %
Expense Ratio
2009-09-11
Launched Date
₹ 54,083 Cr
AUM in Crores
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
Exit Load
-
Lock-in
NIFTY 500 Total Return Index
Benchmark
INF174K01336
ISIN
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Minimum

Fund Managers

user-avatar

Mansi Kariya

user-avatar

Rajeev Thakkar

user-avatar

Raj Mehta

user-avatar

Raunak Onkar

user-avatar

Rukun Tarachandani

user-avatar

Arjun Khanna

user-avatar

Harsha Upadhyaya

Investment Objective

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

The scheme seeks to generate longterm capital appreciation from a portfolio of equity and equity related securities, generally focused on a few selected sectors.

Returns Calculator

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This SIP Calculator helps you to know your returns. Fund returns are listed below based on the input.

of

for

with step-up of

CAGR Returns

22.69% (5Y)

19.36% (5Y)

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Total Investment Amount

₹ 7,32,612

₹ 7,32,612

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Wealth Gained

₹ 5,77,303

₹ 4,63,138

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Maturity Amount

₹ 13,09,915

₹ 11,95,750

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Step-up

Tenure

22.69% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 5,77,303

Wealth Gained

₹ 13,09,915

Total Corpus Created With assumed returns of %

19.36% (5Y)

CAGR Returns

₹ 7,32,612

Total Investment

₹ 4,63,138

Wealth Gained

₹ 11,95,750

Total Corpus Created With assumed returns of %

Asset Allocation and Holdings

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Top Stock Holdings

Others

11.499%
11.499%

Hdfc bank ltd.

8.025%
8.025%

Power grid corporation of indi...

6.862%
6.862%

Bajaj holdings & investment lt...

6.505%
6.505%

Itc ltd.

5.759%
5.759%
See all holdingsright-arrowright-arrow

Icici bank ltd.

5.99%
5.99%

Bharat electronics ltd.

5.76%
5.76%

Hdfc bank ltd.

4.81%
4.81%

Larsen & toubro ltd.

4.04%
4.04%

Ultratech cement ltd.

3.98%
3.98%
See all holdingsright-arrowright-arrow

Amc Information

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Name

amc-logo
amc-logo
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About

Parag Parikh Financial Advisory Services Ltd promotes PPFAS Asset Management Company (PPFAS AMC). PPFAS was incorporated in 1992 as a boutique investment advisory firm. more...
Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a bankmore...
more...
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Contact Information

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022 6906 6100, 91 22 6140 6555
phone-icon
022-61152100 / 1800-22-2626
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Parag Parikh Flexi Cap Fund (G)

Flexi Cap

Invest in this fund
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Kotak Flexicap Fund (G)

Flexi Cap

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Parag Parikh Flexi Cap Fund (G)

Flexi Cap

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Kotak Flexicap Fund (G)

Flexi Cap

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