3 Year return
22.07%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹60559.43 Cr.
Expense Ratio
0.57% (inclusive of GST)
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.2.00% If redeemed/switched out within 365 days from the date of allotment.1.00% If redeemed/switched out after 365 days but within 730 days from the date of allotment.Nil if redeemed/switched out after 730 days from the date of allotment.
Tax Implications
Withdrawal within 1 year
Exit load + 15% tax on gains
Withdrawal after 1 year
10% tax on gains over ₹1 Lakh per financial year
Fund Holdings
PPFAS Mutual Fund Managers
RT
Rajeev Thakkar
Fund Manager since Feb 2024
Fund House Details
PPFAS Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
|
Funds
|
3 Y Returns
|
ARQ Rating
|
|---|---|---|
|
Quant Flexi Cap Fund IDCW Direct Plan Payout |
29.26% |
0 |
|
JM Flexicap Fund Direct IDCW Payout |
29.98% |
2.5 |
|
PGIM India Flexi Cap Fund Direct Plan Dividend Option Payout |
15.41% |
2.5 |
Schemes by PPFAS Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
Parag Parikh Arbitrage Fund Direct Plan Growth
Hybrid . Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund Direct Plan Growth
Hybrid . Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Parag Parikh Dynamic Asset Allocation Fund Direct Plan Growth
About Parag Parikh Flexi Cap Fund Direct Plan Growth
The Parag Parikh Flexi Cap Fund - Direct Plan is an Open-ended Flexi Cap Equity scheme offered by PPFAS Mutual Fund House. This fund follows a multi-cap equity approach, with a predominant focus on Indian stocks, particularly in the large-cap segment. However, the fund maintains the flexibility to invest across different market capitalisations, industries, and sectors. One notable feature of this fund is its lower net expense ratio compared to the category average. The lower expenses enable investors to retain a higher portion of their returns, enhancing the overall potential for long-term growth.
Investment Objective of the Scheme
The investment objective of the Parag Parikh Flexi Cap Fund Direct Plan Growth scheme is to generate long-term capital growth by maintaining an actively managed portfolio mainly composed of equity and equity-related securities. The fund employs a distinctive investment approach designed to reduce portfolio volatility and risk while also providing flexibility for investments to rotate in and out of the portfolio. This strategy aims to offer investors the potential for sustained growth and optimised returns over the long run.
Key Features of The Fund
| 5-year return | 24.57% |
| Expense Ratio | 0.57% |
| Fund Manager | Rajeev Thakkar |
| Fund Size | ₹60559.43 Cr |
| Risk Profile | Very High |
Is This Scheme Right for Me?
Determining if the Parag Parikh Long Term Equity Fund Direct Plan is suitable for you depends on your individual investment preferences and financial goals. This fund carries a moderately-high risk profile, making it more suitable for investors with a longer investment horizon of over 3 to 5 years.
AMC Contact Details
| Name | PPFAS Mutual Fund |
| Launch Date | 1983 |
| Addresss | 81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, Nariman Point, Mumbai - 400 021 |
| Contact | 1800266779091 22 6140 6555 |
| mf@ppfas.com | |
| Website | https://amc.ppfas.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
FAQs
What is today's NAV of Parag Parikh Flexi Cap Fund?
What is the AUM of Parag Parikh Flexi Cap Fund?
What is the expense ratio of Parag Parikh Flexi Cap Fund?
What are the returns of Parag Parikh Flexi Cap Fund since inception?
What is the minimum SIP amount to invest in Parag Parikh Flexi Cap Fund?
How do I invest in Parag Parikh Flexi Cap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Parag Parikh Flexi Cap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Parag Parikh Flexi Cap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Parag Parikh Flexi Cap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
