• Mutual Funds
  • PPFAS Mutual Fund
  • Parag Parikh Flexi Cap Fund (G)
Parag Parikh Mutual Fund

Parag Parikh Flexi Cap Fund (G)

EquityFlexi Cap
Recommended
Top Ranked

80.013

NAV (Sep 12)

26.049%
5 Year CAGR
Scripbox Opinion
Recommended
Parag Parikh Flexi Cap Fund (G) 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 duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Downside Protection Measure

Category Leader

The fund has been a Category Leader on the Downside Protection Measure metric

Fund Size

Category Leader

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

Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

80.013

NAV (Sep 12)

Fund Returns

Last 1Y
36.2%
Last 3Y
17.7%
Last 5Y
26%
Last 10Y
18.2%
Since Inception
20.2%
6 Month CAGR
15.4%

Scheme Information

Investment Objective

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

Expense Ratio
1.33
Launched (0y ago)
1.33
AUM in Crores
78490.3
ISIN
INF879O01019
Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
10.9
Beta
0.7
Sharpe Ratio
1.2
YTM
Fund Managers

Mansi Kariya

Fund Manager

Rajeev Thakkar

Fund Manager

Raj Mehta

Fund Manager

Raunak Onkar

Fund Manager

Rukun Tarachandani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Parag Parikh Flexi Cap Fund (G)70%14,38,727 7,06,11526%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Stock Holdings

Others

11.5%
11.499%

HDFC Bank Ltd.

8%
8.025%

Power Grid Corporation Of India Ltd.

6.9%
6.862%

Bajaj Holdings & Investment Ltd.

6.5%
6.505%

ITC Ltd.

5.8%
5.759%
See all holdings

Allocation by Sector

Financial

29.878484%
29.878484%

Services

12.297534%
12.297534%

Technology

9.582817%
9.582817%

Energy

7.911239%
7.911239%

Automobile

7.187441%
7.187441%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 50,154 cr

₹ 17,488 cr

amc-img

About the AMC

PPFAS Mutual Fund

Parag Parikh Financial Advisory Services Ltd promotes PPFAS Asset Management Company (PPFAS AMC). PPFAS was incorporated in 1992 as a boutique investment advisory firm. amc-img
phone-img91 22 6140 6555
email-imgmf@ppfas.com
Fund NameScripbox Opinion
Till Date CAGR

17.737%

20.203%

19.911%

24.559%

5.644%

5.144%

-

6.494%

11.46%

11.242%

Parag Parikh Flexi Cap Fund (G) Review

Parag Parikh Flexi Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 20.203% over a period of 11 years. The fund is managed by PPFAS Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].

Nav of Parag Parikh Flexi Cap Fund (G) as of 9/12/2024 is ₹80.01 with the total AUM as of 9/14/2024 is ₹78490.2918. With Scripbox you can compare and check the latest nav for all mutual funds in India. Parag Parikh Flexi Cap Fund (G) was launched on 2013-05-28. The category risk of the fund is Low.

The minimum SIP amount for Parag Parikh Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Parag Parikh Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 500 Total Return Index.

Parag Parikh Flexi Cap Fund (G) is rated as a 5 fund in Equity and delivered 36.161% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Parag Parikh Flexi Cap Fund (G).

Frequently Asked Questions

What is Parag Parikh Flexi Cap Fund (G)?

Parag Parikh Flexi Cap Fund (G) is a Equity Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Parag Parikh Flexi Cap Fund (G)?

You can invest in Parag Parikh Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Parag Parikh Flexi Cap Fund (G)?

The minimum sip amount for Parag Parikh Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Parag Parikh Flexi Cap Fund (G) good to invest in?

As per Scripbox experts, Parag Parikh Flexi Cap Fund (G) is a 5 fund. You can investParag Parikh Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Parag Parikh Flexi Cap Fund (G)?

The expense ratio of the Parag Parikh Flexi Cap Fund (G) is 1.33% for regular plan.