Parag Parikh Flexi Cap Direct Growth

• Alpha 10.07%
• Beta 0.74
• Sharpe Ratio1.06
• Std Deviation 10.75%
• Tracking Error 10.12%

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities, foreign equities and related instruments and debt securities.

The Parag Parikh Flexi Cap Direct Growth has an AUM of 88004.52 crores & has delivered CAGR of 32.68% in the last 5 years. The fund has an exit load of 2.00% and an expense ratio of 0.63%. The minimum investment in Parag Parikh Flexi Cap Direct Growth is Rs 1000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

The top holdings of the fund include Clearing Corporation Of India Ltd, Hdfc Bank, Bajaj Holdings And Investment & Coal India.

The major sectors where the fund is invested are Regional Banks, Misc. Financial Services, Coal & Electric Utilities.

Some of the similar funds are HDFC Flexi Cap Fund -Direct Plan - Growth Option, Parag Parikh Flexi Cap Direct Growth, Kotak Flexicap Fund Direct Growth, Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth, UTI Flexi Cap Fund - Growth Option - Direct. Parag Parikh Flexi Cap Direct Growth has a sharpe ratio of 1.06 & a standard deviation of 10.75%.