Parag Parikh Flexi Cap Fund Direct-Growth
Benchmark: NIFTY 500 TRI · Inception: 13/05/2013 · NAV: ₹90.39 (22/05/2026)
AUM: ₹140949 Cr · Expense Ratio: 0.77% · Riskometer: Very High
4.8
★★★★½
Strong Buy
Analyst Insight
Parag Parikh Flexi Cap Fund carries an overall rating of 4.8/5 (Strong Buy), demonstrating strong performance within the Flexi Cap category. Its alpha of 5.39 outperformss the category average of 4.66, reflecting superior stock selection. The Sharpe ratio of 1.10 sits below the category mean of 5.04, while volatility (std dev 9.92%) is lower than peers (11.80%), indicating tighter risk control. With a 5-year CAGR of 15.92% and expense ratio of 0.77%, this fund presents a compelling long-term case for risk-tolerant investors.
ETM Rating
5/5
Risk Rating
1/5
Return Rating
4/5
Overall Rating
4.8/5
Alpha vs Cat
5.39 / 4.66
Sharpe vs Cat
1.10 / 5.04
Beta vs Cat
0.60 / 0.72
Std Dev vs Cat
9.92 / 11.80
Return Track Record
| Period | CAGR |
|---|---|
| 1Y | 0.36% |
| 3Y | 16.43% |
| 5Y | 15.92% |
| 10Y | 18.12% |
| Since Launch | 18.45% |
Risk & Return Scores
Sharpe Score5/5
Sortino Score5/5
SD Score5/5
ETM Risk Score5/5
ETM Return Score4/5
Portfolio Allocation
Large Cap 94.1% Mid Cap 1.9% Small Cap 4.1% Debt 10.8%
Strengths
- ✅ Alpha 5.39 exceeds category avg 4.66 — superior active management
- ✅ Sharpe ratio 1.10 > 1.0 — good risk-adjusted returns
- ✅ Lower beta 0.60 vs category 0.72 — less market sensitivity
- ✅ Std Dev 9.92% below category avg 11.80% — tighter volatility
- ✅ Strong ETM Rating 5/5
- ✅ Low expense ratio 0.77% — cost-efficient
Watch Points
- No major concerns identified