The newsletter highlights the Parag Parikh Flexi Cap Fund, analyzing its performance and risk metrics. Key points:
- Fund Size: ₹82,441 Cr | NAV: ₹88.499
- Expense Ratio: 0.63% (cost-effective for investors)
- Beta: 0.71 (lower volatility, stable returns)
- Sharpe Ratio: 0.96 (superior risk-adjusted returns)
- Alpha: 4.04 (outperformance vs. benchmark)
The fund is well-diversified, with key allocations in financials (18.8%), foreign securities (10.6%), and materials (5.5%). Major holdings include HDFC Bank (8.5%), Power Grid Corp (7.3%), and ITC Ltd. (5.6%). The fund has consistently outperformed the Nifty 500 TRI, making it a solid investment choice for long-term wealth creation.
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