Mutual Funds

Parag Parikh Flexi Cap Fund - Direct Plan - Growth

PPFAS Mutual FundFlexi Cap
Very High Risk
₹91.46+0.43 (+0.47%)

NAV as on 2026-07-17 · Equity · Flexi Cap

AUM

₹143.4K Cr

1Y Return

-1.5%

3Y CAGR

+14.5%

5Y CAGR

+13.7%

Expense

0.53%

Risk

Very High

Parag Parikh Flexi Cap Fund
₹91.46+0.47%

1Y Return

-1.5%

3Y CAGR

+14.5%

5Y CAGR

+13.7%

Since Inception

+18.3%

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NAV History

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52-Week NAV Range

₹85.26
₹95.77

59% from 52W low

Fund Information

Flexi CapEquitySince 28-05-2013

Fund House

PPFAS Mutual Fund

Category

Equity - Flexi Cap

Min SIP

₹1,000

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity85.5%
Cash13.9%

Market Cap Split

Large Cap65.3%
Mid Cap5.8%
Small Cap2.8%

Top Holdings

86 stocks
Weight1M Change
1

HDFC Bank Ltd

Financial Services

7.94%+3.4%
2

Power Grid Corp Of India Ltd

Utilities

6.99%-0.8%
3

Coal India Ltd

Energy

5.95%-0.4%
4

ITC Ltd

Consumer Defensive

5.43%+8.5%
5

ICICI Bank Ltd

Financial Services

4.92%+1.9%
6

Alphabet Inc Class A

Communication Services

4.90%0.0%
7

Bajaj Holdings and Investment Ltd

Financial Services

4.41%+0.5%
8

TREPS (Cash)

4.27%0.0%
9

Kotak Mahindra Bank Ltd

Financial Services

4.03%+1.2%
10

Mahindra & Mahindra Ltd

Consumer Cyclical

3.52%+9.4%

Sector Allocation

Weight1M Change
Financial Services
25.4%+7%
Technology
11.3%+97%
Communication Services
10.2%+22%
Consumer Cyclical
9.0%+9%
Utilities
7.5%+100%
Consumer Defensive
6.2%+9%
Energy
6.2%-0%
Healthcare
4.2%+14%
Real Estate
4.1%+58%
Basic Materials
0.5%+12%
Industrials
0.4%0%

Fundamentals

P/E Ratio

17.99

Cat avg: 25.93

P/B Ratio

2.81

Cat avg: 3.73

Dividend Yield

2.46%

Cat avg: 1.09%

Price/Sale

3.55

Price/Cash Flow

12.30

Risk Metrics (3Y)

Sharpe Ratio

0.80

Cat avg: 0.48

Sortino Ratio

1.31

Cat avg: 0.72

Beta

0.60

Cat avg: 0.96

Std Deviation

9.93%

Cat avg: 15.61%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Parag Parikh Flexi Cap Dir Gr1,43,3880.53-1.5%+14.5%+13.7%
HDFC Flexi Cap Dir Gr1,06,4960.75+3.4%+17.6%+18.6%
Kotak Flexicap Dir Gr55,8500.59+1.0%+13.8%+12.6%
Aditya BSL Flexi Cap Dir Gr26,7270.72+7.6%+16.1%+13.2%
UTI Flexi Cap Dir Gr22,8821.03-1.9%+8.8%+6.8%
SBI Flexicap Dir Gr22,6850.83-0.5%+9.5%+9.7%
ICICI Pru Flexicap Dir Gr22,5070.67+7.7%+16.7%-
Franklin India Flexi Cap Dir Gr19,2740.75-1.6%+14.3%+14.3%
Axis Flexi Cap Dir Gr13,3280.75+3.2%+13.6%+10.9%
Canara Robeco Flexi Cap Dir Gr13,3280.45+0.9%+12.6%+11.9%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹143.4K Cr
Expense Ratio0.53%
Volatility (3Y)9.9%
Sharpe Ratio0.80
Sortino Ratio1.31
Beta0.60
Min SIP₹1,000
Min Lumpsum₹5,000
Holdings144

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.