Parag Parikh Flexi Cap vs Bank Of India Flexi Cap
Data updated · direct-growth plans · not investment advice
Parag Parikh Flexi Cap currently edges it with a Smart Score of 79/100 vs 78/100. Parag Parikh Flexi Cap has the stronger risk-adjusted profile (Sortino 1.25 vs 1.11), 3-year returns of 15.6% vs 21.3%, and an expense ratio of 0.70% vs 0.83%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Portfolio overlap
lower = better diversificationOverlap = combined weight of stocks both funds hold (sum of the smaller weight per shared stock), from each fund's latest disclosed top-25 holdings.
| Returns (CAGR) | ||||
1Y return | 2.5% | 14.2%BEST | ||
3Y return | 15.6% | 21.3%BEST | ||
5Y return | 14.1% | 17.4%BEST | ||
Since launch | 18.4% | 26.4%BEST | ||
| Vs category benchmark | ||||
1Y vs index | -2.1% | +9.7%BEST | ||
3Y vs index | +2.8% | +8.6%BEST | ||
5Y vs index | +2.2% | +5.5%BEST | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.96BEST | 0.89 | ||
Sortino ratio | 1.25BEST | 1.11 | ||
Std deviation | 9.93BEST | 19.09 | ||
Alpha | 4.08 | 6.73BEST | ||
Beta | 0.59 | 1.11 | ||
| Cost & size | ||||
Expense ratio | 0.70%BEST | 0.83% | ||
Fund size | ₹1.43L CrBEST | ₹2.6k Cr | ||
Portfolio P/E | 16.88BEST | 24.04 | ||
| Ratings | ||||
Value Research | ★★★★★BEST | ★★★★★ | ||
Morningstar | ★★★★★BEST | ★★★★★ | ||
| Details | ||||
Fund manager | — | Alok Singh | ||
Benchmark | Nifty 500 TRI | BSE 500 TRI | ||
Riskometer | High | High | ||
Start date | 24 May 2013 | 29 Jun 2020 | ||
| Top 5 holdings | ||||
Biggest positions |
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Quick answers
Is Parag Parikh Flexi Cap better than Bank Of India Flexi Cap?
Parag Parikh Flexi Cap currently edges it with a Smart Score of 79/100 vs 78/100. Parag Parikh Flexi Cap has the stronger risk-adjusted profile (Sortino 1.25 vs 1.11), 3-year returns of 15.6% vs 21.3%, and an expense ratio of 0.70% vs 0.83%. Scores are relative to all Flexi Cap peers and refresh with every data update.
Which is cheaper — Parag Parikh Flexi Cap or Bank Of India Flexi Cap?
Parag Parikh Flexi Cap has the lower expense ratio: 0.70% vs 0.83% (direct plans). Lower fees compound in your favour over long holding periods.
Which has better risk-adjusted returns?
On the Sortino ratio (return per unit of downside risk), Parag Parikh Flexi Cap leads with 1.25 vs 1.11. Sharpe ratios: Parag Parikh Flexi Cap 0.96, Bank Of India Flexi Cap 0.89.