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Flexi Cap FundPPFAS Asset Management Pvt. Ltd.

Parag Parikh Flexi Cap Fund - Direct Plan - Growth

Benchmark: Nifty 500 TRI · Riskometer: Very High

₹90.6865

NAV (2026-08-27)

₹1,47,231.47 Cr

AUM (2026-08-27)

0.53%

EXPENSE RATIO (DIRECT)

2013-05-13

INCEPTION

BQuality · 79.4/100
ASafety · 94.7/100
ACompound · 89.5/100

Punji Fund Health Score - percentile-within-category. See methodology.

CHART

Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

-36%1.8%39%77%115%1Y3Y5Y7Y10Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR19.3%83.33th 16.8%
3Y Sharpe Ratio0.7776.32th 0.51
3Y Alpha3.5%63.16th 1.5%
3Y Std Deviation9.7%100th (lower is better)14.1%
Expense Ratio (Direct)0.53%84.44th (lower is better)0.87%
AUM₹1,47,231 Cr100th ₹4,895 Cr

0.6165

Beta

73.3092

Up Capture

7.2767

Tracking Error (%)

3-year window vs. Nifty 500 TRI.

CHART

Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

20.2%16.82%12.63%6.65%5.98%5.8%TOP 668%
Banks 20.2%IT - Software 16.82%Other 12.63%Automobiles 6.65%Power 5.98%Diversified FMCG 5.8%

TOP HOLDINGS

HDFC Bank Limited (Banks)7.55%
Power Grid Corporation of India Limited (Power)5.98%
ITC Limited (Diversified FMCG)5.74%
ICICI Bank Limited (Banks)5.56%
Coal India Limited (Consumable Fuels)4.91%
Bajaj Holdings & Investment Limited (Finance)4.85%
Alphabet Inc A (IT - Software (Foreign))4.33%
HCL Technologies Limited (IT - Software)4.23%
Kotak Mahindra Bank Limited (Banks)4.07%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

Data as of 2026-08-31. Source: AMFI disclosures via Punji. Not investment advice.