Parag Parikh Flexi Cap Fund Regular Plan Growth

71.13
NAV (Apr 24,2024)

The Parag Parikh Flexi Cap Fund - Regular Plan - Growth is a mutual fund scheme that offers growth opportunities for investors. With an expense ratio of 1.35%, it aims to provide stable returns. The fund has a PE ratio of 23.53 and a PB ratio of 4.53, indicating its potential for growth. The scheme's asset under management is INR 52,007.02, making it a reliable choice for investment. With a minimum investment of INR 1000 and no lock-in period, this fund is suitable for beginners as well as experienced investors. Established on May 28, 2013, it has a proven track record of success.

Parag Parikh Flexi Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Parag Parikh Flexi Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    23.53
  • P/B Ratio
    UM_URBAN_MONEY

    4.53
  • Alpha
    UM_URBAN_MONEY

    0.04
  • Beta
    UM_URBAN_MONEY

    0.72
  • Sharpe
    UM_URBAN_MONEY

    0.21
  • Sortino
    UM_URBAN_MONEY

    0.38

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.35%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

52007.02 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 26, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,746.89 (7.47%)12,188.79 (21.89%)13,881.03 (38.81%)18,295.66 (82.96%)28,001.07 (180.01%)
32,240.67 (7.47%)36,566.37 (21.89%)41,643.09 (38.81%)54,886.98 (82.96%)84,003.21 (180.01%)
53,734.45 (7.47%)60,943.95 (21.89%)69,405.15 (38.81%)91,478.3 (82.96%)1,40,005.35 (180.01%)
85,975.12 (7.47%)97,510.32 (21.89%)1,11,048.24 (38.81%)1,46,365.28 (82.96%)2,24,008.56 (180.01%)
1,07,468.9 (7.47%)1,21,887.9 (21.89%)1,38,810.3 (38.81%)1,82,956.6 (82.96%)2,80,010.7 (180.01%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Clearing Corporation of India Ltd13.38%
  • HDFC Bank Limited8.15%
  • Bajaj Holdings & Investment Limited6.71%
  • Axis Bank Limited5.51%
  • ITC Limited5.39%
  • HCL Technologies Limited5.27%
  • Power Grid Corporation of India Limited5.22%
  • Coal India Limited5.01%
  • ICICI Bank Limited4.99%
  • Maruti Suzuki India Limited4.96%
  • Microsoft Corp4.41%
  • Alphabet Inc A4.18%
  • Meta Platforms Registered Shares A3.35%
  • Amazon Com Inc3.31%
  • NMDC Limited2.11%
  • Balkrishna Industries Limited2.07%
  • Motilal Oswal Financial Services Limited1.82%
  • Central Depository Services India Limited1.68%
  • Multi Commodity Exchange of India Limited1.53%
  • Indian Energy Exchange Limited1.43%
  • Infosys Limited1.39%
  • Kotak Mahindra Bank Limited1.16%
  • Zydus Lifesciences Limited1.03%
  • Dr Reddy s Laboratories Limited1.01%
  • Cipla Limited1.00%
  • IPCA Laboratories Limited0.76%
  • UTI Asset Management Company Limited0.60%
  • Bajaj Finance Limited0.51%
  • ICRA Limited0.46%
  • Oracle Financial Services Software Limited0.43%
  • NMDC Steel Limited0.27%
  • IndusInd Bank Limited0.14%
  • Indraprastha Gas Limited0.13%
  • Maharashtra Scooters Limited0.11%
  • Hindustan Unilever Limited0.10%
  • Tech Mahindra Limited0.08%
  • Tata Motors Limited0.07%
  • Bank of Baroda0.06%
  • State Bank of India0.05%
  • National Bank For Agriculture and Rural Development0.05%
  • Tata Consultancy Services Limited0.04%
  • Bandhan Bank Limited0.03%
  • Biocon Limited0.03%
  • Reliance Industries Limited0.02%
  • Days Tbill MD0.01%
  • HDFC Life Insurance Company Limited0.00%
  • Canara Bank0.00%
  • Accelya Solutions India Limited0.00%
  • United Spirits Limited0.00%
  • Indus Towers Limited0.00%
  • Larsen & Toubro Limited0.00%
  • Bharat Petroleum Corporation Limited0.00%
  • Net Receivables Payables-0.05%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Bank of India Flexi Cap Fund - Regular Plan - GrowthBank of India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

31.16%

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

27.98%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.56%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

21.92%

PGIM India Flexi Cap Fund - Regular Plan - GrowthPGIM India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Bandhan Flexi Cap Fund - Regular Plan - GrowthBandhan Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.57%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.49%

Sundaram Flexi Cap Fund - Regular Plan - GrowthSundaram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

9.80%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

6.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

53.80%

HSBC Flexi Cap Fund - Regular Plan - GrowthHSBC Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

43.44%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

39.01%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

38.56%

Nippon India Flexi Cap Fund - Regular Plan - GrowthNippon India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.33%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

35.95%

ICICI Prudential Flexicap Fund - GrowthICICI Prudential Flexicap Fund - Growth

EQUITY

Very High

34.78%

Union Flexi Cap Fund - Regular Plan - GrowthUnion Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.34%

Baroda BNP Paribas Flexi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.40%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

19.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

31.89%

Bank of India Flexi Cap Fund - Regular Plan - GrowthBank of India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.73%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.03%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.25%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

18.56%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

17.61%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.56%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.66%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.92%

Motilal Oswal Flexi Cap Fund - Regular Plan - GrowthMotilal Oswal Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.47%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Union Flexi Cap Fund - Regular Plan - GrowthUnion Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.14%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

19.02%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

HSBC Flexi Cap Fund - Regular Plan - GrowthHSBC Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.35%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

16.12%

Kotak Flexicap Fund - GrowthKotak Flexicap Fund - Growth

EQUITY

Very High

15.67%

SBI Flexicap Fund - Regular Plan - GrowthSBI Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

15.22%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.99%

Taurus Flexi Cap Fund - Regular Plan - GrowthTaurus Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.37%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

11.94%

Fund Managers

RT

Mr. Rajeev ThakkarFund Manager

Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito".

RT

Mr. Rukun TarachandaniFund Manager

RO

Mr. Raunak OnkarHead - Research

Mr. Raunak Onkar heads the Research department.His prior assignments include being a Research Analyst at PPFAS Limited. He started his career at PPFAS as part of his internship during MBA. He holds an MMS (Finance) degree from the University of Mumbai.

RM

Mr. Raj MehtaFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

Parag Parikh Flexi Cap Fund - Regular Plan - Growth

vs

About Parag Parikh Flexi Cap Fund – Regular Plan | Growth

Parag Parikh Flexi Cap Fund – Regular Plan | Growth is a mutual fund that invests in a diversified portfolio of equity and equity-related instruments across market capitalisations.

The fund aims to generate long-term capital appreciation by investing in a mix of large-cap, mid-cap, and small-cap stocks. The fund is managed by Parag Parikh, who has over 20 years of experience in the investment industry.

The fund has a track record of generating good returns over the long term. For example, the fund has delivered an average annual return of 19.18% since its inception.

Key parameters of Parag Parikh Flexi Cap Fund – Regular Plan| Growth

The key parameters of Parag Parikh Flexi Cap Fund – Regular Plan| Growth are as follows:

  • Fund type: Equity
  • Investment objective: To generate long-term capital appreciation by investing in a mix of large-cap, mid-cap, and small-cap stocks
  • Fund manager: Parag Parikh
  • Fund size: ₹33,616 crore (as of March 31, 2023)
  • Expense ratio: 0.72%
  • Return: 19.18% (since inception)

Taxation on Parag Parikh Flexi Cap Fund – Regular Plan| Growth

Short-term capital gains: If you sell units of the fund within one year of purchase, you will be liable to pay short-term capital gains tax. The tax rate for short-term capital gains is 15%.

Long-term capital gains: If you sell units of the fund after one year of purchase, you will be liable to pay long-term capital gains tax. The tax rate for long-term capital gains is 10% if your total long-term capital gain exceeds ₹1 lakh. Any cess/surcharge is not included in the 10%.

Holdings of Parag Parikh Flexi Cap Fund – Regular Plan| Growth

As of March 31, 2023, the top 10 holdings of Parag Parikh Flexi Cap Fund – Regular Plan| Growth were:

  • Housing Development Finance Corporation Ltd. (12.51%)
  • ITC Ltd. (8.15%)
  • Bajaj Holdings & Investment Ltd. (5.99%)
  • ICICI Bank Ltd. (5.43%)
  • Microsoft Corporation (US) (5.03%)
  • Infosys Ltd. (4.89%)
  • Reliance Industries Ltd. (4.72%)
  • Tata Consultancy Services Ltd. (4.52%)
  • State Bank of India (4.37%)
  • Hindustan Unilever Ltd. (4.29%)

Returns on Parag Parikh Flexi Cap Fund – Regular Plan| Growth

As of March 31, 2023, Parag Parikh Flexi Cap Fund – Regular Plan| Growth has generated an average annual return of 19.18% since inception. However, it is important to note that past performance does not guarantee future returns.

Investment Objective of Parag Parikh Flexi Cap Fund – Regular Plan| Growth

The investment objective of the Parag Parikh Flexi Cap Fund – Regular Plan| Growth is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities. The Scheme shall be investing in Indian equities, foreign equities and related instruments and debt securities.

Minimum Investment and Lock-In Period of Parag Parikh Flexi Cap Fund – Regular Plan| Growth

The minimum investment in the Parag Parikh Flexi Cap Fund – Regular Plan| Growth is Rs. 1,000. There is no lock-in period for the fund. This means you can redeem your units at any time without any penalty.

However, there is an exit load of 2% if you redeem your units within 365 days of the investment date. This exit load reduces to 1% if you redeem your units after 365 days but on or before 730 days.

About Parag Parikh AMC

Parag Parikh Asset Management (PPAM) is an Indian asset management company offering investors a range of mutual fund products. The company was founded in 2012 by Mr Parag Parikh, a renowned investor and financial advisor. PPAM aims to provide investment solutions based on the principles of long-term value investing and global diversification.

One of the flagship funds offered by PPAM is the Parag Parikh Flexi Cap Fund, which follows a flexible approach to investing across market capitalisations and sectors. The fund focuses on identifying undervalued stocks with the potential for long-term growth. It aims to generate superior returns by investing in a diversified portfolio of Indian and international equities.

FAQs

How to invest in a Parag Parikh Flexi Cap Fund - Regular Plan| Growth?

You can invest in a Parag Parikh Flexi Cap Fund – Regular Plan| Growth through a variety of channels, including:

  • A stockbroker
  • A mutual fund house
  • A direct plan platform

To invest through a stockbroker or mutual fund house, you will need to open an account and then place an order to buy units of the fund. To invest through a direct plan platform, you must create an account and pay directly to the fund.

What are your views about the Parag Parikh Flexi Cap Fund - Regular Plan| Growth?

The Parag Parikh Flexi Cap Fund – Regular Plan| Growth is a good option for investors looking for a long-term investment with the potential for high returns. Parag Parikh, a well-respected investment manager, manages the fund with a low expense ratio. The fund has a good track record of performance, with a 10-year annualised return of 17.87%.

Is Parag Parikh Flexi Cap Fund - Regular Plan| Growth a risky investment?

All investments carry some degree of risk. The Parag Parikh Flexi Cap Fund – Regular Plan| Growth is a relatively risky investment, as it invests in a wide range of assets, including stocks and bonds. However, the fund has a long performance history and is managed by an experienced team.

How good is Parag Parikh Flexi Cap Fund - Regular Plan| Growth for long-term investment?

The Parag Parikh Flexi Cap Fund – Regular Plan| Growth is a good option for investors looking for a long-term investment with the potential for high returns. Parag Parikh, a well-respected investment manager, manages the fund with a low expense ratio. The fund has a good track record of performance, with a 10-year annualised return of 17.87%.

 

Should we invest in the Parag Parikh Flexi Cap Fund - Regular Plan| Growth in 2023?

Whether or not you should invest in the Parag Parikh Flexi Cap Fund – Regular Plan| Growth in 2023 depends on your individual circumstances and investment goals. If you are looking for a long-term investment with the potential for high returns, then the fund may be a good option. However, it is important to remember that all investments carry some degree of risk.

What are the top sectors Parag Parikh Flexi Cap Fund - Regular Plan| Growth has been invested in?

The top sectors Parag Parikh Flexi Cap Fund – Regular Plan| Growth has been invested in are:

  • Financials
  • Technology
  • Consumer Discretionary
  • Industrials
  • Healthcare

How to Redeem Parag Parikh Flexi Cap Fund - Regular Plan| Growth?

To redeem units of the Parag Parikh Flexi Cap Fund – Regular Plan| Growth, you can contact your stockbroker or mutual fund house. You will need to provide your account number and the number of units you want to redeem. The redemption process usually takes a few days to complete.

What is the NAV of Parag Parikh Flexi Cap Fund - Regular Plan| Growth?

The NAV of the Parag Parikh Flexi Cap Fund – Regular Plan| Growth is Rs. 53.93 as of May 28, 2023.

What is the PE and PB ratio of Parag Parikh Flexi Cap Fund - Regular Plan| Growth?

The PE ratio of the Parag Parikh Flexi Cap Fund – Regular Plan| Growth is 25.5, and the PB ratio is 2.2.

How much does Parag Parikh Flexi Cap Fund - Regular Plan| Growth charge as an expense ratio?

The expense ratio of the Parag Parikh Flexi Cap Fund – Regular Plan| Growth is 1.52%.

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money