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Parag Parikh Long Term Equity Fund Regular Growth+0.55%

27.53%
1 Year Return
Equity
Multi Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Parag Parikh Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.06%
NAV33.90 (01 Dec 2020)
Fund Started24 May 2013
Fund Size5,008 Cr

Fund Overview

Quick overview of Parag Parikh Long Term Equity Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
27.5%
13.8%
14.2%
17.6%
Category Average
8.6%
5.0%
9.6%
-
Rank Within Category
2
1
3
-
*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
    0
    with 27.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. Lower expense ratio - 1.98%
    4. 1Y Returns are higher than the category average returns
    5. 3Y Returns are higher than the category average returns
    6. 5Y Returns are higher than the category average returns
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. 3Y Returns are lower than the benchmark
    3. 5Y Returns are lower than the benchmark
    4. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    Alphabet Inc Class CTechnologyForgn. Eq7.9%
    ITC Ltd.FMCGEquity7.6%
    Amazon. com Inc. (USA)Cons DurableForgn. Eq7.3%
    Persistent Systems Ltd.TechnologyEquity6.8%
    Mphasis Ltd.TechnologyEquity5.4%
    Microsoft Corportion (US)TechnologyForgn. Eq5.3%
    Facebook CoTechnologyForgn. Eq5.2%
    Bajaj Holdings & Investment Ltd.FinancialEquity5.1%
    Indian Energy Exchange Ltd.FinancialEquity5.0%
    Hero Motocorp Ltd.AutomobileEquity4.8%
    See All

    Fund Managers

    Rajeev Thakkar
    keyboard_arrow_down
    Raunak Onkar
    keyboard_arrow_down
    Raj Mehta
    keyboard_arrow_down

    Parag Parikh Long Term Equity Fund Regular Growth Details

    Parag Parikh Long Term Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by PPFAS Mutual Fund. This scheme was made available to investors on 24 May 2013. Raunak Onkar, Rajeev Thakkar, Raj Mehta is the Current Fund Manager of Parag Parikh Long Term Equity Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹5,008 Cr and the Latest NAV as of 01 Dec 2020 is ₹33.90.

    The Parag Parikh Long Term Equity Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 1000. Exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days

    Investment Objective

    The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 2% if redeemed within 365 days and 1% if redeemed after 365 days but on or before 730 days
    Exit Load

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    About PPFAS Mutual Fund

    Address
    Great Western Building, 1st Floor, 130/132, S.B.S. Marg, Opp. Lion Gate, Fort, Mumbai 400001
    Phone
    022-61406555
    Launch Date
    10 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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