Aeterna Wealth

Franklin India Flexi Cap Fund vs Parag Parikh Flexi Cap Fund

Over the last 3 years, Parag Parikh Flexi Cap Fund returned 13.5% a year against 12.5% for Franklin India Flexi Cap Fund (Direct plans). In falling months, Parag Parikh Flexi Cap Fund fell less: 40% of the index's fall, against 88%. They hold 13 stocks in common; the portfolio overlap is 29%. Data as of 12 Nov 2026.

Franklin India Flexi Cap FundParag Parikh Flexi Cap Fund
CategoryFlexi CapFlexi Cap
Fund houseFranklin Templeton Mutual FundPPFAS Mutual Fund
BenchmarkNifty 500 TRINifty 500 TRI
Age13.9 years13.5 years
AUM on 30 Oct 2026₹18,228 cr₹1,46,786 cr
Direct plan
RatingCC
Expense ratio0.98%0.68%
1Y return-0.5%0.8%
3Y return (a year)12.5%13.5%
5Y return (a year)11.1%11.7%
3Y vs index+0.3%+1.2%
Rating score, rank32 · #29 of 3620 · #34 of 36
Regular plan
RatingCC
Expense ratio1.77%1.29%
1Y return-1.2%0.1%
3Y return (a year)11.6%12.7%
5Y return (a year)10.2%10.8%
3Y vs index-0.6%+0.5%
Rating score, rank33 · #29 of 3622 · #33 of 36
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods99%99%
Deepest fall, 3Y-16.4%-11.0%
Volatility, 3Y13.7%10.1%
Max fall, 5Y-17.6%-17.8%
Down capture, 3Y8840
Stocks held5756
Top 10 holdings40%51%
Large / mid / small caps71 / 13 / 10%66 / 4 / 4%
Largest sectorBanksBanks

Common questions

Franklin India Flexi Cap Fund or Parag Parikh Flexi Cap Fund: which is better?

On our track-record ratings (Direct plans), Franklin India Flexi Cap Fund is rated C and Parag Parikh Flexi Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.

Franklin India Flexi Cap Fund or Parag Parikh Flexi Cap Fund: which has done better?

Over the last 3 years, Parag Parikh Flexi Cap Fund returned 13.5% a year against 12.5% for Franklin India Flexi Cap Fund (Direct plans).

How much do Franklin India Flexi Cap Fund and Parag Parikh Flexi Cap Fund overlap?

They hold 13 stocks in common; the portfolio overlap is 29%.

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.

More comparisons

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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.

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