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MF_122639

Parag Parikh Flexi Cap Fund - Direct Plan - Growth

Equity Scheme - Flexi Cap Fund

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End Amount
₹89,240.34
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
17.70%
MF_122639 Return
Benchmark CAGR
11.75%
Nifty 50
Inflation Adj. CAGR
12.31%
Real Annualized Return
Alpha
0.07
Excess Return vs Benchmark
Beta
0.71
Volatility vs Benchmark
Sharpe Ratio
0.87
Risk-Adjusted Return
Sortino Ratio
1.34
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 57% 27% 32%
60 days 57% 20% 16%
90 days 59% 16% 12%
180 days 68% 11% 7%
1Yr 79% 8% 3%
3Yr 92% 6% 1%
5Yr 100% 6% 0%
7Yr 100% 6% 0%
10Yr 100% 6% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Parag Parikh Flexi Cap Fund - Direct Plan - Growth Nifty 50
30 days 5.6% | -55.7% | 23.1% | 158.4% 26.6% | -61.9% | 14.9% | 179.8%
60 days -9.9% | -42.6% | 20.4% | 129.3% -23.0% | -45.6% | 17.2% | 120.3%
90 days -17.6% | -33.2% | 20.7% | 109.1% -25.0% | -38.0% | 15.9% | 103.0%
1 Year -5.9% | -5.5% | 17.1% | 62.9% -10.0% | -15.0% | 12.2% | 56.3%
3 Years 12.4% | 9.2% | 19.0% | 31.6% 7.7% | 3.1% | 13.6% | 24.1%
5 Years 10.7% | 9.0% | 18.8% | 28.0% 6.4% | 4.2% | 13.6% | 21.7%
7 Years 18.4% | 15.9% | 19.3% | 21.7% 11.2% | 10.5% | 13.6% | 15.7%
10 Years 16.7% | 16.8% | 18.9% | 20.9% 11.7% | 11.3% | 13.4% | 15.0%
Periods of Negative Return (Drawdowns) 15 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
July 18, 2013 Oct. 11, 2013 85 days 6% Nifty 50: 12% 10217 9626 10248
Jan. 1, 2014 Feb. 27, 2014 57 days 6% Nifty 50: 5% 11200 10550 11253
July 7, 2014 Sept. 11, 2014 66 days 6% Nifty 50: 4% 14931 14083 15069
Sept. 22, 2014 Nov. 26, 2014 65 days 6% Nifty 50: 5% 15286 14389 15373
July 20, 2015 Nov. 25, 2015 128 days 9% Nifty 50: 12% 17593 15942 17639
Nov. 30, 2015 July 9, 2016 222 days 13% Nifty 50: 12% 17817 15589 17851
Oct. 25, 2016 Feb. 21, 2017 119 days 8% Nifty 50: 9% 19504 17998 19576
Jan. 24, 2018 June 16, 2018 143 days 8% Nifty 50: 9% 24930 22927 24945
Aug. 30, 2018 Sept. 21, 2019 387 days 12% Nifty 50: 14% 26518 23293 26893
Feb. 13, 2020 July 7, 2020 145 days 31% Nifty 50: 37% 29299 20157 29495
Aug. 27, 2020 Oct. 6, 2020 40 days 6% Nifty 50: 6% 33157 31260 33169
Oct. 14, 2020 Nov. 6, 2020 23 days 5% Nifty 50: 3% 33981 32278 34059
Oct. 19, 2021 April 28, 2023 556 days 18% Nifty 50: 16% 55321 45437 55998
Dec. 16, 2024 May 15, 2025 150 days 8% Nifty 50: 10% 89651 82066 90003
Oct. 27, 2025 Oct. 30, 2026 368 days 11% Nifty 50: 14% 95781 85267 89240