Parag Parikh Flexi Cap Fund
Flexi Cap Fund
Launch Date: 13 May 2013
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
Review
Delivers strong overall results with solid long-term performance while maintaining lower risk.
Parag Parikh Flexi Cap Fund
Flexi Cap Fund
Fund Health
Returns 📈
Typically 14-24% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Parag Parikh Flexi Cap Fund | 20% | 18% | 2% | Good |
Edelweiss Flexi Cap Fund | 17% | 18% | 9% | Average |
Jm Flexicap Fund | 19% | 18% | 9% | Good |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Flexi Cap Fund Category Average | 15% | 15% | 10% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Good
Better or close to other funds / index
Overall
Strong
Does well in both long-term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Strong
Strong overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+40%
+20%
0%
-10%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Oct '18
Mar '20
Jun '22
Index
Fund
During big market falls, your fund falls less than the market.
Recovery time after falls
18 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
5 mth|3 mth
Slowest recovery
35 mth|62 mth
Details
AUM
₹75905 Cr
Expense Ratio
0.63%
Exit Load
In respect of each purchase / switch-in of Units, 10% of the units (the limit) may be redeemed without any exit load from the date of allotment. Any redemption or switch-out in excess of the limit shall be subject to the following exit load:2.00% if the investment is redeemed on or before 365 days from the date of allotment of units. 1.00% if the investment is redeemed after 365 days but on or before 730 days from the date of allotment of units. No Exit Load will be charged if investment is redeemed after 730 days from the date of allotment of units. No exit load will be charged, in case of switch transactions between Regular Plan and Direct Plan of the Scheme for existing as well as prospective investors
Minimum Amount
₹1000.00
Fund Manager
Mr. Rajeev Thakkar, Mr. Rukun Tarachandani, Mr. Raunak Onkar, Mr. Raj Mehta, Ms. Mansi Kariya
Fund House
PPFAS Asset Management Pvt. Ltd.
Launch Date
13 May 2013
Age
13 years
Category
Flexi Cap Fund
Benchmark
Nifty 500 TRI
FAQs
Is Parag Parikh Flexi Cap Fund a good mutual fund?
Parag Parikh Flexi Cap Fund is a Strong fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 20%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Flexi Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
Should I invest in Parag Parikh Flexi Cap Fund?
If you're looking for a Flexi Cap Fund fund, Parag Parikh Flexi Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
Is Parag Parikh Flexi Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Parag Parikh Flexi Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 2% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Parag Parikh Flexi Cap Fund?
Yes.
Like all equity mutual funds, Parag Parikh Flexi Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Parag Parikh Flexi Cap Fund?
Historically, investors holding Parag Parikh Flexi Cap Fund for 3+ years experienced:
•
Typical returns around 20% p.a.
•
Best represented by recent returns of 18% p.a.
•
Worst historical outcome of 1% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Parag Parikh Flexi Cap Fund?
Parag Parikh Flexi Cap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 2%
•
Average fall during major market declines: 16%
•
Average recovery time: 18 months
How does Parag Parikh Flexi Cap Fund perform during market crashes?
During major market declines, Parag Parikh Flexi Cap Fund has historically fallen around 16% compared with 21% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Parag Parikh Flexi Cap Fund take to recover after a fall?
Historically, Parag Parikh Flexi Cap Fund has taken around 18 months to recover from major market declines.
The benchmark recovered in approximately 22 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Parag Parikh Flexi Cap Fund?
Parag Parikh Flexi Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Flexi Cap Fund funds
Who should avoid Parag Parikh Flexi Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Parag Parikh Flexi Cap Fund suitable for SIP investing?
Parag Parikh Flexi Cap Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Parag Parikh Flexi Cap Fund earns less than a fixed deposit?
Historically, investors holding Parag Parikh Flexi Cap Fund for 3 years earned less than FD returns in approximately 2% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Parag Parikh Flexi Cap Fund?
Parag Parikh Flexi Cap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 50%
•
Bottom performer: 9%
Is the extra return from Parag Parikh Flexi Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Parag Parikh Flexi Cap Fund delivered Good risk-adjusted returns compared with similar funds.
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