Parag parikh flexi cap fund

How is consistency score calculated? At ET Money, we have developed a smart rating system for funds based on their consistency. We believe that consistently performing at the top of a category is more important than just occasionally ranking highly. We analyze the strong performance of a fund over a prolonged period of time. To arrive at a rating, we carefully consider the track record of a fund in terms of performance. In our ranking methodology, we prioritize funds that consistently perform well over those that fluctuate in their performance. To ensure stability in our rankings, we analyzed data for a minimum of five years, rather than just a year or two. We also placed a greater emphasis on recent performance, as it tends to have a greater impact on momentum. This allows us to capture the full potential of recent momentum in our rankings. How fund report card works Identifying a top performing fund that consistently creates wealth can be a challenging task due to the dynamic nature of the market. Top funds often change frequently, sometimes even on a daily basis. However, with ET Money's fund report card, it is now possible to find a fund that consistently ranks at the top and generates wealth over a long period of time. This valuable resource makes it easier to navigate the complex and constantly changing world of financial markets. At ET Money, we have developed a smart ranking system for funds based on their consistency. We believe that consistently performing at the...

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category Less expense ratio implies better returns over the long term We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags Total holdings with red flags is insignificant

Parag Parikh Flexi Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by PPFAS Mutual Fund. This scheme was made available to investors on 10 Oct 2012. Raunak Onkar, Rajeev Thakkar, Raj Mehta is the Current Fund Manager of Parag Parikh Flexi Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹40,615 Cr and the Latest NAV as of 15 Jun 2023 is ₹58.61. The Parag Parikh Flexi Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹1,000. 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. ;

Parag Parikh Flexi Cap Fund Factsheet (May 2023): Parag Parikh Mutual Fund has released its factsheet for the month of May. The following are some important details of the Parag Parikh Flexi Cap Fund (PPFCF) that you should know, as per the information shared in the factsheet. What is Parag Parikh Flexi Cap Fund (PPFCF)? Parag Parikh Flexi Cap Fund is an open-ended equity-oriented scheme with the flexibility to invest a minimum of 65% in Indian equities and up to 35% in overseas equity security and domestic debt/money market securities. Best Flexi Cap funds in one year: Top 10 schemes with 18% to 24% SIP returns (June 2023) The total Asset Under Management of PPFCM is Rs 35,964.51 crore as on May 31. In April, the fund’s AUM was Rs 33,615.95 crore till April 28. The fund has about 16.39% in cash holdings, debt and money market instruments and arbitrage positions, which can be deployed in long-term investments at appropriate levels. Also Read: Outlook “We continue to look at individual investments on their own merits and will not hesitate to invest if an opportunity looks attractive. As usual, our investment stance does not depend much on the macro-economic situation but is focussed on individual companies,” the factsheet says. Inception date The date of allotment of PPFCM is May 24, 2023. SIP Returns As per the factsheet, a monthly SIP of Rs 10,000 in this fund’s regular plan since inception could have grown to Rs 31.35 lakh. If 5 years, it could have grown to Rs 10.04 lak...

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. * Above exit load structure is applicable prospectively, for all investments (including SIP/STP and SWP registered) with effect from 15th Nov 2021. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. © Sponsor: Parag Parikh Financial Advisory Services Limited. [CIN: U67190MH1992PLC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]

Parag Parikh Flexi Cap fund had assets of about Rs 3,000 crore in April 2020. Today, its assets have soared past Rs 33,600 crore. That’s phenomenal growth of over 10 times in just three years. Moreover, the fund now stands tall among India’s 10 biggest actively managed equity schemes. Sounds like a fairy tale? It isn’t. The fund recently marked a decade of existence, and presently too, it continues to deliver high returns. In the last year, the fund comfortably managed to outperform both its peers and the benchmark. Let’s dive deep into the fund’s performance and investment strategy. Let’s start with returns. What Are the Returns of Parag Parikh Flexi Cap Fund? Be it one year, three years, five years, seven years or 10 years, Parag Parikh Flexi Cap Fund has beaten its benchmark comfortably across different periods and is one of the best funds in the category. Returns as of 1 June 2023 To further check Parag Parikh Flexi Cap’s consistency, we compared its performance against its peers across calendar years. And it passed this test. Since its launch in 2013, the fund has beaten its category average in six out of 10 calendar years. We also looked at how your investments would have fared had you invested for any seven years since the fund’s launch ( On average, investors in this fund would have got around 18% CAGR, considerably higher than the benchmark. Interestingly, the minimum return one would have earned by staying invested for at least seven years is 14.6%, a telling sig...

However, an average of 65% of its corpus will be invested in listed Indian equities, in order to benefit from the favourable Capital Gains tax treatment accorded to such schemes. The domestic equity portion of the scheme will be managed by Mr. Rajeev Thakkar and Mr. Rukun Tarachandani, while Raunak Onkar manages the foreign investment component. Raj Mehta is responsible for the 'fixed income' investment component. This scheme is only suitable for 'true' long term investors.... However, if you are an investor: • Who knows the perils involved in instant gratification • For whom the term 'long term' means a minimum period of five years. • Who gets excited rather than repelled, when stock prices and valuations are low. • For whom purchasing a stock is no different from purchasing a business. Then we urge you to partner with us, as this scheme has been designed with you in mind. We will follow a simple (though not simplistic) investment process. As we will not pay mere lip service to value investing, it may mean that often we will be purchasing businesses which are going through a painful phase and are therefore unloved. Each of them will blossom at different points and that is why, there may be extended periods when you may feel that 'nothing is happening'. While some may regard us as boring, we are adamant that we will never sacrifice prudence for the sake of providing excitement. Also, the fund managers will attempt to profit from various cognitive and emotional biases displ...