Investment of 1 lakh in 2013 in THIS shared fund would certainly have expanded to around 8 lakh currently. Check exactly how

It is not unusual to check out the previous returns of a plan prior to you determine to purchase it. Typically, capitalists evaluate the historic returns of a common fund plan throughout various plan prior to choosing to purchase it.

Here, we evaluate the previous returns of Parag Parikh Flexi Cap Fund, which was introduced on May 24, 2013. For the unaware, a flexi cap fund is the one where fund supervisor is totally free to figure out the proportion of allowance to supplies throughout market capitalisation i.e., big cap, mid cap and little cap as long as complete direct exposure to equity and equity relevant tools is 65 percent or greater.

As we can see in the table over, if somebody had actually spent one lakh in Parag Parikh Flexi Cap Fund one year back, it would certainly have expanded to 1.13 lakh by expanding at the price of 13.85 percent. In 3 years, the financial investment of one lakh would certainly have expanded to 1.59 lakh by supplying a return of 16.88 percent per year. And if somebody had actually spent 1 lakh 5 years back, it would certainly have expanded to 3.75 lakh, hence supplying a return of 30.35 percent.

In ten years time, the exact same invesment of 1 lakh would certainly have expanded to 4.8 lakh, hence supplying a return of 17.07 percent.

And if somebody had actually spent one lakh at the time of plan’s launch in May 2013, the financial investment would certainly have expanded to 7.89 lakh, providing an annualised return of 19.04 percent.

About the plan

This 12-year-old plan has an overall property dimension of 93,440 crore as on March 31, 2025, according to the details on PPFAS web site. The benchmark index of the plan is Nifty500. And the plan is handled by Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani and Mansi Kariya.

Its component supplies consist of HDFC Bank, Bajaj Holdings and financial investment, Coal India, Power Grid Corporation, ICICI Bank, Kotak Mahindra, ITC and Maruti Suzuki.

Note: This tale is for educational objectives just. Please talk to a SEBI-registered financial investment expert prior to making any kind of financial investment relevant choice.

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