What is the 5-year rolling return of Parag Parikh Flexi Cap Fund?

Across 2,068 overlapping 5-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 19.08% a year, with a median of 18.86%. The best 5-year stretch returned 33.95% a year and the worst returned 4.09%.

Has Parag Parikh Flexi Cap Fund ever lost money over 5 years?

No. Every one of the 2,068 5-year holding periods in this fund's history ended in profit. The weakest returned 4.09% a year, for someone who invested on 24 March 2015. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Parag Parikh Flexi Cap Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 19.08% a year on the Direct plan against 18.17% on the Regular plan, a difference of 0.91% a year.

What is the 1-year rolling return of Parag Parikh Flexi Cap Fund?

Across 3,050 overlapping 1-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 20.19% a year, with a median of 17.13%. The best 1-year stretch returned 100.06% a year and the worst returned -18.00%.

What is the 3-year rolling return of Parag Parikh Flexi Cap Fund?

Across 2,560 overlapping 3-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 19.04% a year, with a median of 19.08%. The best 3-year stretch returned 37.64% a year and the worst returned 0.74%.

What is the 7-year rolling return of Parag Parikh Flexi Cap Fund?

Across 1,571 overlapping 7-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 19.26% a year, with a median of 19.32%. The best 7-year stretch returned 22.29% a year and the worst returned 14.63%.

What is the 10-year rolling return of Parag Parikh Flexi Cap Fund?

Across 834 overlapping 10-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 18.90% a year, with a median of 18.90%. The best 10-year stretch returned 21.52% a year and the worst returned 16.61%.

PPFAS Mutual Fund

Parag Parikh Flexi Cap Fund — rolling returns

Flexi Cap · NAV data as of 15 October 2026

3,293 daily NAV records since 28 May 2013

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 2,068 separate five-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

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Index or category average

Direct plan · showing data from 28 May 2013 to 15 October 2026

Average rolling return

19.08%

Windows computed

2,068

Median return

18.86%

Standard deviation

5.09%

Best 5-year window

33.95%a year

Invested 24 Mar 2020 · exited 24 Mar 2025

Worst 5-year window

4.09%a year

Invested 24 Mar 2015 · exited 24 Mar 2020

Consistency — share of 5-year windows

Above 0%: 100.0% (2,068 of 2,068)
Above 8%: 98.3% (2,033 of 2,068)
Above 12%: 89.7% (1,854 of 2,068)
Above 15%: 78.3% (1,620 of 2,068)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 415 of 2,068 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Parag Parikh Flexi Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	20.19%	19.04%	19.08%	19.26%	18.90%
Median	17.13%	19.08%	18.86%	19.32%	18.90%
Minimum	-18.00%	0.74%	4.09%	14.63%	16.61%
Maximum	100.06%	37.64%	33.95%	22.29%	21.52%
Std deviation	18.36%	5.77%	5.09%	1.58%	1.03%
Consistency
Above 0%	89.25%	100.00%	100.00%	100.00%	100.00%
Above 8%	70.10%	98.01%	98.31%	100.00%	100.00%
Above 12%	61.80%	91.29%	89.65%	100.00%	100.00%
Above 15%	55.57%	67.93%	78.34%	99.75%	100.00%
Coverage
Windows computed	3,050	2,560	2,068	1,571	834

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 0.91% a year more than Regular.

5-year rolling returns for Parag Parikh Flexi Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	19.08%	18.17%
Best window	33.95%from 24 Mar 2020	32.77%from 24 Mar 2020
Worst window	4.09%from 24 Mar 2015	3.45%from 24 Mar 2015
Windows computed	2,068	2,068

Common questions about Parag Parikh Flexi Cap Fund

What is the 5-year rolling return of Parag Parikh Flexi Cap Fund?: Across 2,068 overlapping 5-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 19.08% a year, with a median of 18.86%. The best 5-year stretch returned 33.95% a year and the worst returned 4.09%.
Has Parag Parikh Flexi Cap Fund ever lost money over 5 years?: No. Every one of the 2,068 5-year holding periods in this fund's history ended in profit. The weakest returned 4.09% a year, for someone who invested on 24 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Parag Parikh Flexi Cap Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 5-year rolling returns averaged 19.08% a year on the Direct plan against 18.17% on the Regular plan, a difference of 0.91% a year.
What is the 1-year rolling return of Parag Parikh Flexi Cap Fund?: Across 3,050 overlapping 1-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 20.19% a year, with a median of 17.13%. The best 1-year stretch returned 100.06% a year and the worst returned -18.00%.
What is the 3-year rolling return of Parag Parikh Flexi Cap Fund?: Across 2,560 overlapping 3-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 19.04% a year, with a median of 19.08%. The best 3-year stretch returned 37.64% a year and the worst returned 0.74%.
What is the 7-year rolling return of Parag Parikh Flexi Cap Fund?: Across 1,571 overlapping 7-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 19.26% a year, with a median of 19.32%. The best 7-year stretch returned 22.29% a year and the worst returned 14.63%.
What is the 10-year rolling return of Parag Parikh Flexi Cap Fund?: Across 834 overlapping 10-year holding periods between 28 May 2013 and 15 October 2026, the Direct plan of Parag Parikh Flexi Cap Fund returned an average of 18.90% a year, with a median of 18.90%. The best 10-year stretch returned 21.52% a year and the worst returned 16.61%.

Compare with other funds

Other Flexi Cap funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.