Archive · 17 Dec 2025
Two Flexi Cap Funds Show Impressive Growth
Two mutual funds in India, Franklin India Flexi Cap Fund and Parag Parikh Flexi Cap Fund, have grown a lot over time.
The Franklin India Flexi Cap Fund has been around for over 31 years and has shown a compound annual growth rate (CAGR) of 17.86% on lump sum investments.
If you had invested Rs 10,000 when it started, it would now be worth nearly Rs 17 lakh.
If you had invested Rs 2,000 every month since the start, it would now be worth around Rs 3.5 crore.
The Parag Parikh Flexi Cap Fund, launched in 2013, has also seen significant growth.
If you had invested Rs 10,000 every month for 12 years, it would now be worth around Rs 59.36 lakh.
Both funds invest in different types of companies, big and small, and have done well over the years.
They are good examples of how investing for a long time can help you grow your money.
Franklin India Flexi Cap Fund has delivered 17.86% CAGR on lump sum investments over 31 years.
A Rs 10,000 lump sum investment at launch has grown to nearly Rs 17 lakh.
A Rs 2,000 monthly SIP since launch has grown to around Rs 3.5 crore.
Parag Parikh Flexi Cap Fund has seen a 19.53% annualized SIP return over 12 years.
A Rs 10,000 monthly SIP in Parag Parikh Flexi Cap Fund over 12 years has grown to around Rs 59.36 lakh.
- Who
- Franklin India Flexi Cap Fund and Parag Parikh Flexi Cap Fund
- What
- Two mutual funds that have shown significant growth over long periods
- When
- Launched on September 29, 1994 (Franklin India Flexi Cap Fund) and May 24, 2013 (Parag Parikh Flexi Cap Fund)
- Where
- India
- Why
- To provide long-term wealth creation through disciplined investing
- Launch date
- September 29, 1994 (Franklin India Flexi Cap Fund), May 24, 2013 (Parag Parikh Flexi Cap Fund)
- Total AUM
- Rs 20,022 crore (Franklin India Flexi Cap Fund, as of November 30, 2025), Rs 1,29,783 crore (Parag Parikh Flexi Cap Fund, as of November 30, 2025)
- Expense ratio
- 1.69% (Franklin India Flexi Cap Fund, as of November 30, 2025), 0.63% (Parag Parikh Flexi Cap Fund, Direct plan), 1.28% (Parag Parikh Flexi Cap Fund, Regular plan)
- Benchmark
- Nifty 500 (Franklin India Flexi Cap Fund)
- NAV
- Rs 1,668.4901 (Franklin India Flexi Cap Fund, as of December 12, 2025), Rs 94.7577 (Parag Parikh Flexi Cap Fund, as of December 12, 2025)
- Exit load
- 1% if units are redeemed within one year (Franklin India Flexi Cap Fund)
- Standard deviation
- 3.57% (Franklin India Flexi Cap Fund), 8.41% (Parag Parikh Flexi Cap Fund)
- Sharpe ratio
- 0.94 (Franklin India Flexi Cap Fund), 1.66 (Parag Parikh Flexi Cap Fund)
- R-squared
- 0.96 (Franklin India Flexi Cap Fund)
- Portfolio turnover
- 21.05% (Franklin India Flexi Cap Fund), 40.14% (Parag Parikh Flexi Cap Fund, including equity arbitrage), 12.67% (Parag Parikh Flexi Cap Fund, excluding equity arbitrage)
- Lump sum returns
- 17.86% CAGR over 31 years (Franklin India Flexi Cap Fund), 19.69% annualized return since launch (Parag Parikh Flexi Cap Fund, Direct plan)
- Annualised SIP return
- 19.58% over 31 years 1 month (Franklin India Flexi Cap Fund), 19.53% (Parag Parikh Flexi Cap Fund, 12 years)
- Monthly SIP amount
- Rs 2,000 (Franklin India Flexi Cap Fund), Rs 10,000 (Parag Parikh Flexi Cap Fund)
- Total SIP investment since launch
- Rs 7,48,000 (Franklin India Flexi Cap Fund), Rs 15,40,000 (Parag Parikh Flexi Cap Fund)
- Current value of SIP investment
- Rs 3,49,90,677 (Franklin India Flexi Cap Fund), Rs 59,36,241 (Parag Parikh Flexi Cap Fund)
- Minimum investment
- Rs 1,000 (Parag Parikh Flexi Cap Fund)
Sources
Franklin India Flexi Cap Fund: Lumpsum investment grows 170 times, Rs 2,000 SIP becomes Rs 3.5 crore in 31 years
Parag Parikh Flexi Cap nears Rs 1.30 lakh cr AUM in November: Should investors worry on AUM boom?