Aditya Birla Sun Life Flexi Cap Fund vs Parag Parikh Flexi Cap Fund
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 16.6% a year against 13.4% for Parag Parikh Flexi Cap Fund (Direct plans). Parag Parikh Flexi Cap Fund costs less (0.68% a year, Direct). They hold 12 stocks in common; the portfolio overlap is 23%. Data as of 5 Nov 2026.
| Aditya Birla Sun Life Flexi Cap Fund | Parag Parikh Flexi Cap Fund | |
|---|---|---|
| Category | Flexi Cap | Flexi Cap |
| Fund house | Aditya Birla Sun Life Mutual Fund | PPFAS Mutual Fund |
| Benchmark (TRI) | Nifty 500 | Nifty 500 |
| Age | 13.8 years | 13.4 years |
| AUM | ₹28,241 cr | ₹1,47,064 cr |
| Direct plan | ||
| Rating | A | A |
| Expense ratio | 0.90% | 0.68% |
| 1Y return | 6.5% | -1.2% |
| 3Y return (a year) | 16.6% | 13.4% |
| 5Y return (a year) | 11.7% | 11.6% |
| 3Y vs index | +4.6% | +1.4% |
| Regular plan | ||
| Rating | A | A |
| Expense ratio | 1.67% | 1.29% |
| 1Y return | 5.7% | -1.8% |
| 3Y return (a year) | 15.7% | 12.7% |
| 5Y return (a year) | 10.8% | 10.8% |
| 3Y vs index | +3.6% | +0.7% |
| Risk and portfolio | ||
| Volatility, 3Y | 13.4% | 9.9% |
| Max fall, 5Y | -19.5% | -17.8% |
| Down capture, 3Y | 82 | 40 |
| Stocks held | 80 | 56 |
| Top 10 holdings | 27% | 51% |
Common questions
Aditya Birla Sun Life Flexi Cap Fund or Parag Parikh Flexi Cap Fund: which has done better?
Over the last 3 years, Aditya Birla Sun Life Flexi Cap Fund returned 16.6% a year against 13.4% for Parag Parikh Flexi Cap Fund (Direct plans).
How much do Aditya Birla Sun Life Flexi Cap Fund and Parag Parikh Flexi Cap Fund overlap?
They hold 12 stocks in common; the portfolio overlap is 23%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.