Fund Details
Parag Parikh Long Term Equity Fund Regular Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 2.06% |
| NAV | ₹33.90 (01 Dec 2020) |
|---|---|
| Fund Started | 24 May 2013 |
| Fund Size | ₹5,008 Cr |
Fund Overview
Returns
as per Historical Returns
Comparison
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
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
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Alphabet Inc Class C | Technology | Forgn. Eq | 7.9% |
| ITC Ltd. | FMCG | Equity | 7.6% |
| Amazon. com Inc. (USA) | Cons Durable | Forgn. Eq | 7.3% |
| Persistent Systems Ltd. | Technology | Equity | 6.8% |
| Mphasis Ltd. | Technology | Equity | 5.4% |
| Microsoft Corportion (US) | Technology | Forgn. Eq | 5.3% |
| Facebook Co | Technology | Forgn. Eq | 5.2% |
| Bajaj Holdings & Investment Ltd. | Financial | Equity | 5.1% |
| Indian Energy Exchange Ltd. | Financial | Equity | 5.0% |
| Hero Motocorp Ltd. | Automobile | Equity | 4.8% |
Fund Managers
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.
