Parag Parikh Long Term Equity Fund Regular Growth+0.65%

5Groww
9.72%
1 Year Return
Equity
Multi Cap
5.0 star
6M
1Y
3Y
5Y
All

Fund Details

Parag Parikh Long Term Equity Fund Regular Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.07%
NAV25.73 (17 Oct 2019)
Fund Started24 May 2013
Fund Size2,205 Cr

Fund Overview

Quick overview of Parag Parikh Long Term Equity Fund Regular Growth

Returns

1Y
3Y*
5Y*
Since inception*
Parag Parikh Long Term Equity Fund Regular Growth
9.7%
10.7%
12.5%
15.8%
Category Average
-2.1%
5.9%
5.1%
-
Rank within category
15
2
7
-
*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 9.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    Cons
    1. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Alphabet Inc Class CTechnologyForgn. Eq10.1%
    HDFC Bank Ltd.FinancialEquity9.6%
    Bajaj Holdings & Investment Ltd.FinancialEquity7.8%
    Axis Bank Ltd.FinancialEquity5.5%
    Hero Motocorp Ltd.AutomobileEquity5.1%
    ICICI Bank Ltd.FinancialEquity5.0%
    Suzuki (Japan)AutomobileADS/ADR5.0%
    Facebook CoTechnologyForgn. Eq4.8%
    Amazon. com Inc. (USA)Cons DurableForgn. Eq4.8%
    Persistent Systems Ltd.TechnologyEquity4.6%
    See All

    Fund Managers

    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
    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

    Other Details

    Parag Parikh Long Term Equity Fund Regular Growth is a Equity Mutual Fund Scheme launched by PPFAS Mutual Fund. This scheme was introduced 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.The fund currently has an Asset Under Management(AUM) of ₹2,205 Cr and the Latest NAV as of 17 Oct 2019 is ₹25.73.

    The Parag Parikh Long Term Equity Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 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 investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities.

    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
    09 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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