Parag Parikh Flexi cap fund 2024

Discovery of opportunities:

The Investment process begins with a comprehensive examination of public filings, ensuring a thorough understanding of the Financial Planning landscape. Regular quantitative screening is employed to identify potential investments, keeping the portfolio attuned to emerging market trends. Continuous monitoring of established businesses and industries helps in identifying opportunities and staying abreast of changes.

Peer assessment plays a crucial role, allowing the fund managers to gauge the comparative strengths of potential investments. This comparative analysis aids in making informed decisions about the fund’s positioning in the market.

In-Depth Fundamental Research:

The fund conducts an in-depth analysis of various industries, delving into the intricacies of their dynamics. A comparative study of business performance against peers provides valuable insights into the competitive landscape.

Scrutiny of historical financial and operational data ensures a comprehensive understanding of a company’s past performance.

This historical context is crucial for evaluating trends, identifying patterns, and making informed projections.

Qualitative evaluation of business strategies and management efficiency goes beyond numbers, providing a holistic view of how well a company is positioned for future growth. This qualitative assessment adds depth to the quantitative analysis.

Valuation Analysis:

The fund employs a meticulous approach to valuation, evaluating historical trends to understand how a company’s valuation has evolved over time.

Comparative assessment against industry peers ensures that the fund makes investments that are not only financially sound but also competitive within their respective sectors.

Development of internal estimates and intrinsic value ranges involves a nuanced understanding of the company’s potential for growth and value creation, helping the fund make informed investment decisions.

Strategic portfolio construction:

Adherence to a disciplined buy/sell approach based on opportunistic market conditions reflects a dynamic strategy that takes advantage of market fluctuations.

Implementation of security risk controls, such as restricting exposure to a maximum of 10% in a single security in alignment with SEBI guidelines, demonstrates a commitment to managing risk prudently.

Conforming to portfolio guidelines for optimal diversification ensures a well-balanced and resilient portfolio that can weather market uncertainties while seeking attractive opportunities.

Parag Parikh Flexi Cap Fund: Investment process

Objective: Striving for the continuous growth of long-term capital is the primary mission of the Parag Parikh Flexi cap funds. This objective is pursued through an active management approach, predominantly focusing on the equity and equity related securities. The fund tactically allocates resources to Indian Equities, Foreign equities, related instruments, and debt securities.

Philosophy of Investment:

The foundation of the fund rests on the philosophy of creating tangible value for investors. This is achieved by acquiring securities at a discounted rate relative to their intrinsic value. The emphasis lies in identifying value stocks with the inherent potential for sustained long-term growth.

Time Horizon Perspective:

Operating with foresight, the fund adopts a long-term perspective, considering the ‘long-term’ as an investment horizon spanning 5 years or more.

This extended time frame aligns with the overarching goal of cultivating substantial and enduring capital growth.

In essence, the investment journey with the Parag Parikh Flexi cap fund is not merely a process, it’s a strategic expedition marked by meticulous research, disciplined decision making, and astute portfolio construction. This journey is dedicated to achieve the ultimate objective of securing sustained long-term capital growth for investors.

Conclusion:

The Parag Parikh Flexi Cap Fund employs a meticulous investment process aimed at unlocking continuous long-term capital growth.

The strategy involves comprehensive examination, quantitative screening, and continuous monitoring for discovering opportunities. In-depth fundamental research and qualitative evaluations ensures a holistic understanding of potential investments.

The fund’s valuation analysis is meticulous, considering historical trends and comparative assessments against industry peers.

The strategic portfolio construction adheres to a disciplined buy/sell approach and implements security risk controls, aligning with SEBI guidelines. Conforming to portfolio guidelines ensures optimal diversification for resilience in market uncertainties.

The fund’s philosophy centers on creating tangible value by acquiring securities at a discounted rate relative to intrinsic value, emphasizing value stocks with sustained long-term growth potential. With a foresighted perspective, the fund operates with a long-term horizon of 5 years or more, dedicated to achieve the ultimate goal of securing sustained long-term capital growth for investors.