Mutual funds provide investors with a variety of options tailored to their financial goals and risk tolerance. Fund houses continuously introduce new themes and schemes to attract investors. One scheme that has gained significant popularity is flexi cap funds. These funds invest across various market capitalizations, industries, and sectors, helping to mitigate the impact of underperformance in any single area. Recently, flexi cap funds have performed exceptionally well. In this article, we’ll explore one standout option: the Parag Parikh Flexi Cap Fund, which has delivered impressive returns to its investors.

Parag Parikh Flexi Cap Fund – Regular Plan key features

Parag Parikh Flexi Cap Fund is designed to allocate at least 65% of its assets into equity stocks. As of October 2, the Net Asset Value (NAV) of the Parag Parikh Flexi Cap Fund – Regular Plan stands at Rs 81.7818. The fund’s Assets Under Management (AUM) stands at Rs 78,490 crore.

Parag Parikh Flexi Cap Fund – Regular Plan boasts a well-diversified portfolio with significant investments in several prominent companies. The top holdings include HDFC Bank at 7.98%, followed by Power Grid at 6.74% and Bajaj Holdings at 6.64%. Additionally, ITC makes up 5.65% of the portfolio, while Coal India accounts for 5.59%. These key investments reflect the fund’s strategy of focusing on established firms across various sectors, contributing to its overall performance and stability.

The expense ratio of the Parag Parikh Flexi Cap Fund – Regular Plan is 1.33%.

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Parag Parikh Flexi Cap Fund – Regular Plan returns

Parag Parikh Flexi Cap Fund – Regular Plan has demonstrated impressive performance since its inception 11 years and 4 months ago, achieving a total return of 20.33%. Over various time frames, the fund has delivered noteworthy returns: 39.65% over the past year, 18.43% over three years, 26.40% over five years, 20.60% over seven years, and 18.68% over ten years.

Parag Parikh Flexi Cap Fund – Regular Plan SIP returns

Parag Parikh Flexi Cap Fund – Regular Plan has delivered impressive returns through a systematic investment plan (SIP). For an SIP amount of Rs 10,000 over a duration of 11 years, the total corpus has grown to Rs 45,81,834. This reflects an annualized return of 20.9%. Over the investment period, a total of Rs 13,30,000 was invested, showcasing the fund’s strong performance and potential for wealth creation through disciplined investing.