Parag Parikh Long Term Equity Fund - Direct - Growth+0.18%

9.2%
1 Year Return
Equity
Multi Cap
5.0 star
1Y
3Y
5Y

Fund Details

Parag Parikh Long Term Equity Fund - Direct - Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio1.41%
NAV25.6 (20-Mar-2019)
Fund Started24-May-2013
Fund Size1,531 Cr

Fund Overview

Quick overview of Parag Parikh Long Term Equity Fund - Direct - Growth

Returns

1Y
3Y*
5Y*
Since inception*
Parag Parikh Long Term Equity Fund - Direct - Growth
9.2%
15.4%
17.2%
17.6%
Category Average
-1.8%
14.4%
NA
-
Rank within category
11
23
16
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 9.2% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    4. 5Y Returns are higher than the benchmark
    Cons
    1. Age is less than 5 years
    2. Risk is higher compared to the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Alphabet Inc Class CTechnologyForgn. Eq9.7%
    FinancialEquity7.9%
    Bajaj Holdings & Investment Ltd.FinancialEquity6.6%
    TechnologyEquity5.7%
    FinancialEquity4.7%
    Suzuki (Japan)AutomobileADS/ADR4.5%
    AutomobileEquity4.4%
    Facebook CoTechnologyForgn. Eq4.3%
    Balkrishna Industries Ltd.AutomobileEquity3.8%
    FinancialEquity3.3%
    See All

    Fund Managers

    addRaj Mehta
    Education
    Mr. Mehta is a B.Com and M.Com from Mumbai University, CA and CFA Level III Pass.
    Experience
    Prior to joining PPFAS AMC as a Research Analyst he was associated with the AMC as an intern since 2012. He has collectively over 3 years of experience in investment research.
    Funds Managed
    addRajeev Thakkar
    Education
    Mr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP.
    Experience
    He has been associated with PPFAS AMC since 2013.
    Funds Managed
    addRaunak Onkar
    Education
    Mr.Onkar is an MMS (Finance) from the University of Mumbai.
    Experience
    His has been associated with PPFAS Limited for quite a few years.
    Funds Managed

    About PPFAS Mutual Fund

    PPFAS Mutual Fund started their mutual fund on 10/10/2012 and its managing total assets of ₹821 Cr. Its ranked at 34 as per total assets at end of 30th Sep 2017.

    Parag Parikh Asset Management was launched on 10th October 2012 an is promoted by arag Parikh Financial Advisory Services Pvt. Ltd, a financial advisory firm incorporated in 1992. The mission of this mutual fund is to provide prudent fund management so that investors can attain their long-term financial goals.

    The tagline of the company is 'There's only one right way'. They believe in simplifying the process of investing for their clients and that is their main motive.

    It provides a host of mutual funds to investors and they also invest in various schemes across different market capitalization.Their simplistic way of managing funds and providing transparent service to investors makes them popular in the mutual fund industry.

    Address
    Great Western Building, 1st Floor, 130/132, S.B.S. Marg, Opp. Lion Gate, Fort, Mumbai 400001
    Phone
    022-61406555
    Launch Date
    9 Oct 2012
    Website
    NA
    PPFAS Mutual Fund
    Asset Management Company
    Custodian
    DBS Bank Ltd.
    Registrar & Transfer Agent
    Cams
    Address
    7th Floor, Tower II, Rayala Towers, 158, Anna Salai,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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