Parag Parikh Flexi Cap Fund Allocates Up to 10% of Assets to REITs

The Parag Parikh Flexi Cap Fund, an open ended dynamic equity scheme, is designed to generate long term capital appreciation.

The investment objective of the fund is to seek to generate long term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities.

 As of July 31, 2025, the fund manages assets worth ₹1,13,280.87 crores, focusing on Indian equities, foreign equities, debt securities, and REITs.

Parag Parikh Flexi Cap Fund Allocation Strategy

The fund’s allocation strategy balances growth and diversification:

This diversified approach enables the fund to capitalise on growth opportunities in equities while generating steady income through REITs and debt instruments.

Parag Parikh Flexi Cap Plan and Options

• Plans Available: Direct Plan (NAV: ₹92.2337 as of Aug 14, 2025) and Regular Plan (NAV: ₹84.5949 as of Aug 14, 2025).
• Benchmark: NIFTY 500 TRI.
• Options Available: Growth option.

Exit Load as per SID

Parag Parikh Flexi Cap Minimum Investment

• Lump Sum: Minimum ₹1,000; additional purchases at ₹1,000.
• Systematic Investment Plan (SIP): Minimum ₹1,000 monthly or ₹3,000 quarterly.

Parag Parikh Flexi Cap Investment Approach

The fund follows a value oriented investment process, as outlined in the Investment Process tab:

• Identifying Investments: Reviewing public filings, quantitative screens, tracking businesses, and peer reviews.
• Fundamental Research: Analysing industries, competitive positioning, financials, and management quality.
• Valuation Study: Evaluating historical valuations, peer comparisons, and intrinsic value estimates.
• Portfolio Construction: Opportunistic buy/sell discipline, limiting single positions to 10% (per SEBI guidelines), and holding 30–35 companies.

Read More: Parag Parikh Flexi Cap Fund Ups ITC, Power Grid and Other Stock Holdings in July Portfolio Shift.

Conclusion

The Parag Parikh Flexi Cap Fund’s inclusion of up to 10% allocation in REITs represents an expansion of its investment approach, adding real estate exposure to its existing mix of domestic and international equities.

This diversification offers investors access to a broader set of asset classes within a single fund structure.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.