📊 Flexi Cap Fund · Deep Analysis

Parag Parikh Flexi Cap Fund

Parag Parikh Mutual Fund · Direct Growth · SEBI Category: Flexi Cap

Current NAV ₹89.6595 (+0.36% today) As of 04 Jun 2026
1 Year Return -0.2%
3 Year CAGR +15.5% p.a.
5 Year CAGR +15.6% p.a.
AAUM ₹1.33 L Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 2,565 daily NAV records
Fund Overview

Parag Parikh Flexi Cap Fund — Quick Summary

Parag Parikh Flexi Cap Fund is India's largest flexi cap fund by AUM with over Rs.1.25 lakh crore in assets. It is unique among Indian flexi cap funds in that it regularly invests up to 35% of its assets in global stocks — primarily US-listed companies like Alphabet, Meta and other quality compounders. This international diversification is a deliberate strategy by fund manager Rajeev Thakkar, who has run the fund since its inception in May 2013 with an unchanged value-oriented philosophy.

The fund's domestic equity portion follows a stringent quality and valuation framework — it buys companies only when they trade at prices below their intrinsic value. This conservative approach combined with international diversification has historically resulted in a lower correlation with Indian equity indices, providing genuine diversification to investors who hold other India-only equity funds.

Fund House
Parag Parikh Mutual Fund
SEBI Category
Flexi Cap
Benchmark
NIFTY 500 TRI (75%) and S&P 500 TRI (25%)
Fund Manager
Rajeev Thakkar, Raj Mehta, Rukun Tarachandani
AMFI Code
122639
Risk Level
Very High
NAV Records in DB
2,565 days
Quarterly Average AUM · Jan–Mar 2026
₹1.33 L Cr
↑ Increased by 4.4% vs Oct–Dec 2025 · ₹1.28 L Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Best suited for long-term investors with a 7+ year horizon who want global diversification alongside India equity exposure. Also ideal for investors who already hold large, mid and small cap India-only funds and want international exposure within a familiar mutual fund structure.
The fund's key differentiators are Rajeev Thakkar's consistent value philosophy since inception (rare continuity), global stock exposure providing genuine diversification, lower beta to Indian markets, and exceptionally high investor trust reflected in massive AUM inflows. One of the few Indian equity funds with a clearly articulated investment philosophy that has not changed over 12+ years.
✗ Not Suitable For
Investors seeking quick returns — this fund can underperform peers for extended periods while waiting for value opportunities to materialise. Those uncomfortable with international stock exposure — the fund invests up to 35% in overseas equities including US tech companies. Investors who need the fund to always mirror the Nifty benchmark — it takes significant active bets and can look very different from the index.
Who Runs This Fund

Fund Manager

RT
Rajeev Thakkar, Raj Mehta, Rukun Tarachandani
Parag Parikh Mutual Fund · Managing since May 2013 (Rajeev Thakkar since inception)

Rajeev Thakkar is CIO and the primary fund manager of Parag Parikh Flexi Cap Fund, supported by Raj Mehta and Rukun Tarachandani. Thakkar is one of India's most respected value investors, known for his patient, conviction-based approach and willingness to hold cash when opportunities are scarce. He has been managing this fund since its inception and is closely associated with its identity.

For current co-manager details and full biography, refer to the latest Parag Parikh Mutual Fund factsheet on AMFI or the AMC website.

What to Factor In

Things to Consider

Informational points to help you form your own view — not judgements or recommendations.

AMFI Code · Informational
AMFI Scheme Code: 122639
The official AMFI scheme code for Parag Parikh Flexi Cap Fund Direct Growth is 122639. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
Parag Parikh Flexi Cap Fund holds international stocks including US-listed companies like Alphabet, Meta and Amazon. International exposure adds currency risk — when the rupee strengthens, overseas returns get diluted. SEBI imposed industry-wide restrictions on overseas fund investments in 2022 — the fund's international allocation has been managed within these limits. Always check the current overseas allocation before investing.
Investment Objective
As per Scheme Information Document
The scheme seeks to generate long term capital growth from an actively managed portfolio primarily of equity and equity related securities.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Flexi Cap Funds Compared

Live data. Current fund highlighted. Click any fund name for full analysis.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
Parag Parikh Flexi Cap Fund ▲ ₹89.66 ₹1.33 L Cr Jan–Mar 2026 -0.2% +15.5% p.a. +15.6% p.a. 1.08
HDFC Flexi Cap Fund ₹2,118.50 ₹95.5K Cr Jan–Mar 2026 -0.3% +17.8% p.a. +17.7% p.a. 1.08
Kotak Flexicap Fund ₹93.90 ₹54.7K Cr Jan–Mar 2026 0.0% +14.4% p.a. +12.7% p.a. 0.64
SBI Flexicap Fund ₹117.48 ₹21.8K Cr Jan–Mar 2026 -0.3% +10.0% p.a. +10.0% p.a. 0.35
Axis Flexi Cap Fund ₹28.89 ₹12.5K Cr Jan–Mar 2026 -0.6% +13.3% p.a. +10.4% p.a. 0.55
Best value in each column shown in green. AAUM from latest AMFI quarterly filing. Returns calculated from daily NAV history.
Performance

Fund Returns

Calculated from 2,565 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.

1M / 3M / 6M / 1Y — simple point-to-point return  ·  3Y / 5Y / 10Y — CAGR (compounded annual growth rate)

1 MonthPoint-to-point
-1.6%
3 MonthPoint-to-point
-1.8%
6 MonthPoint-to-point
-5.2%
1 YearPoint-to-point
-0.2%
3 YearCAGR
+15.5% p.a.
5 YearCAGR
+15.6% p.a.
10 YearCAGR
+17.8% p.a.
₹1 Lakh → 5YLump sum growth
₹203,774

Best & Worst Periods Ever

Based on all rolling windows in full NAV history. Dates show the start and end of each period.

Best 1Y WindowSimple return
+98.7%
Mar 2020 – Mar 2021
Worst 1Y WindowSimple return
-21.6%
Mar 2019 – Mar 2020
Best 3Y CAGRCAGR p.a.
+39.4% p.a.
Mar 2020 – Apr 2023
Worst 3Y CAGRCAGR p.a.
+0.9% p.a.
Feb 2017 – Mar 2020

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
+8.6%
2024
+24.8%
2023
+37.6%
2022
-6.3%
2021
+47.0%
2020
+33.6%
2019
+15.3%
2018
+0.2%
2017
+30.1%
Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →

1Y Rolling Avg
21.1%
Positive in 92% of windows
Best: 98.7% · Worst: -21.6%
3Y Rolling Avg
20.8% p.a.
Positive in 100% of windows
Best: 39.4% · Worst: 0.9%
5Y Rolling Avg
22.3% p.a.
Positive in 100% of windows
Best: 34.3% · Worst: 16.1%
1-Year Rolling Returns Each bar = 1Y return starting from that date
Risk Analysis

Maximum Drawdown ℹ️ What is this?

How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.

Max Drawdown Ever
-31.2%
Feb 2020 → Mar 2020
Recovered: Jul 2020 (5 mos)
Current from Peak
-6.3%
All-time Peak: ₹95.77
Peak date: Oct 2025

How the fund behaved in key crisis periods

Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.

2024–25 Tariff / Correction
-8.5%
Sep 27, 2024 – Apr 7, 2025
Recovered: May 2025 (2 mos)
COVID-19 Crash
-31.0%
Feb 19 – Mar 23, 2020
Recovered: Jul 2020 (5 mos)
2022 Rate Hike Cycle
-17.1%
Jan 17 – Jun 17, 2022
Recovered: Apr 2023 (1yr 3mo)
2018 IL&FS Crisis
-12.2%
Aug 28 – Oct 26, 2018
Recovered: Sep 2019 (1yr 4mo)
Risk Metrics

Risk Ratios

Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →

Sharpe Ratio (3Y)
1.08
Return per unit of total risk. >1 is good. Learn more →
Sortino Ratio (3Y)
1.57
Like Sharpe but only penalises downside volatility. Learn more →
Std Deviation (3Y)
9.7%
Annualised monthly volatility. Lower = more consistent returns. Learn more →
📊
Want to see what Parag Parikh Flexi Cap Fund is actually holding?

Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.

Full current portfolio — all stocks, weights, sectors
New entries and exits over the last 3 months
Sector allocation and month-over-month changes
Updated monthly from official AMC disclosures
See Portfolio Holdings →
← Compare all Flexi Cap Funds

See how Parag Parikh Flexi Cap Fund ranks against other Flexi Cap funds on returns, drawdown, Sharpe ratio and AAUM — side by side.

Learn the Metrics
📖 Deep Dive
CAGR, Sharpe, Sortino & Std Dev
What these numbers mean and how to use them
📖 Deep Dive
Drawdown & Rolling Returns
Why these reveal more than any CAGR figure
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.
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⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.