Parag Parikh Large Cap Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Cost-efficient: expense ratio of 0.71% is lower than category median (2.29%).
- Solid MFIQ Score of 9.6/10 reflects sound fundamentals and risk management.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +11.35% | +10.11% | +1.24% |
| 3 Months | +2.38% | +2.34% | +0.04% |
| 6 Months | +6.49% | +7.43% | -0.94% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +0.37% | +0.43% | -0.06% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2026-02-11 | 2026-03-31 | -13.9% | 2 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related securities of large cap companies | 80% - 100% Equities & Equity related securities of other than large cap companies, equity & equity related securities of foreign Companies including Overseas Mutual Funds/ Overseas ETFs: 0%-20% Money Market Instruments / InvITs / Gold ETFs / Silver ETFs / Other Liquid Instruments / Units of Domestic Mutual Funds: 0% -20% “For detailed asset allocation, please refer to the Scheme Information Document (SID) available on the website.” |
Investment Objective & Strategy
The investment objective of the Scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved and the Scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 1,026 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Taurus Large Cap Fund | 5.3 | +16.25% | 2.74% | 79.0% | Rs 71.4 cr | Compare → |
| Invesco India Large Cap Fund | 6.0 | +14.99% | 2.14% | 98.0% | Rs 2,200 cr | Compare → |
| BANDHAN Large Cap Fund | 6.3 | +14.21% | 2.20% | 90.8% | Rs 2,341 cr | Compare → |
| WhiteOak Capital Large Cap Fund | 6.6 | +13.60% | 2.45% | 91.5% | Rs 1,360 cr | Compare → |
| DSP Large Cap Fund | 6.4 | +12.46% | 2.02% | 88.4% | Rs 7,459 cr | Compare → |
Frequently Asked Questions about Parag Parikh Large Cap Fund
What is the expense ratio of Parag Parikh Large Cap Fund?
Parag Parikh Large Cap Fund has a total expense ratio (TER) of 0.71% with a base expense ratio of 0.48%, compared to the Large Cap category median of 2.29%.
Who manages Parag Parikh Large Cap Fund?
Parag Parikh Large Cap Fund is managed by Rajeev Thakkar.
What are the historical returns of Parag Parikh Large Cap Fund?
Parag Parikh Large Cap Fund has a 1-year return of -.
How large is Parag Parikh Large Cap Fund?
Parag Parikh Large Cap Fund manages assets of Rs 1,026 cr, placing it in the 'comfortable' size band relative to Large Cap peers.
How is Parag Parikh Large Cap Fund scored on MFIQ?
Parag Parikh Large Cap Fund holds an MFIQ Score of 9.6/10 (Strong), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Parag Parikh Large Cap Fund?
Parag Parikh Large Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -13.86%.