PPFAS Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 10
- Average annual returns 12.33%
About PPFAS Mutual Fund
Parag Parikh Financial Advisory Services Limited (PPFAS) mutual fund is one of the first companies in India to be registered with SEBI to provide Portfolio Management Services (PMS). This Asset Management is connected with Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a small investment advisory firm started in 1992. PPFAS ranks 18th among other top asset management companies and offers 5 schemes including 2 Equity, 1 debt, and 2 Hybrid. The AMC employs flexible investment strategies, allowing for dynamic asset allocation based on market conditions, which can help optimize returns and manage risk effectively. The Parag Parikh ELSS Tax Saver Fund, the flagship scheme, has exhibited an impressive average annualized return of 23.98% since its inception.
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Launched in
10-Oct-2012
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AMC Age
12 Years
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Website
https://amc.ppfas.com -
Email Address
priyah@ppfas.com
Top Performing PPFAS Mutual Fund in India for High Returns
|
Lumpsum 3Y P.a
16.98%
|
SIP 3Y P.a.
26.07%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
17.63%
|
SIP 3Y P.a.
23.63%
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
10.91%
|
SIP 3Y P.a.
12.72%
|
Return Vs Category
High |
Risk Vs Category
Average |
Invest | |
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Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
|
Lumpsum 3Y P.a
5.97%
|
SIP 3Y P.a.
6.55%
|
Return Vs Category
Low |
Risk Vs Category
Above Average |
Invest | |
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Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Average |
Invest |
Short Term
Long Term
SIP
Rolling Term
1 Week
-1.17%
|
1 Month
2.51%
|
3 Months
0.82%
|
6 Months
8.52%
|
1 Year
25.48%
|
Invest | ||
1 Week
-2.65%
|
1 Month
0.19%
|
3 Months
-3.22%
|
6 Months
7.11%
|
1 Year
19.38%
|
Invest | ||
1 Week
-0.59%
|
1 Month
0.26%
|
3 Months
0.45%
|
6 Months
3.95%
|
1 Year
12.9%
|
Invest | ||
1 Week
0.24%
|
1 Month
0.6%
|
3 Months
1.76%
|
6 Months
3.43%
|
1 Year
7.61%
|
Invest | ||
1 Week
0.19%
|
1 Month
0.6%
|
3 Months
1.72%
|
6 Months
3.42%
|
1 Year
7.02%
|
Invest | ||
1 Week
-0.36%
|
1 Month
0.72%
|
3 Months
0.36%
|
6 Months
3.92%
|
1 Year
-
|
Invest |
2 Years
29.23%
|
3 Years
16.98%
|
5 Years
25.13%
|
Annual Rt
20.13%
|
Invest | ||
2 Years
22.43%
|
3 Years
17.63%
|
5 Years
23.06%
|
Annual Rt
24.45%
|
Invest | ||
2 Years
12.91%
|
3 Years
10.91%
|
5 Years
-
|
Annual Rt
11.3%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
6.03%
|
Invest | ||
2 Years
6.75%
|
3 Years
5.97%
|
5 Years
4.93%
|
Annual Rt
5.13%
|
Invest | ||
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
8.27%
|
Invest |
1 Year
-
|
2 Years
-
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3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
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2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest | ||
1 Year
-
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Invest |
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
|
Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest |
Min SIP
₹1000
|
Min Lumpsum
₹1000
|
Expense Ratio
1.33%
|
Fund Manager
Rajeev Thakkar
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Launch Date
24-May 2013
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹500
|
Expense Ratio
1.72%
|
Fund Manager
Rajeev Thakkar
|
Launch Date
24-Jul 2019
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
0.64%
|
Fund Manager
Rajeev Thakkar
|
Launch Date
26-May 2021
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹1000
|
Expense Ratio
0.65%
|
Fund Manager
Rajeev Thakkar
|
Launch Date
02-Nov 2023
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
0.26%
|
Fund Manager
Raj Mehta
|
Launch Date
11-May 2018
|
Invest | ||
Min SIP
₹1000
|
Min Lumpsum
₹5000
|
Expense Ratio
0.62%
|
Fund Manager
Rajeev Thakkar
|
Launch Date
27-Feb 2024
|
Invest |
Latest NAV
81.0176(19-12-2024)
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Previous NAV
81.0176(19-12-2024)
|
NAV Change
-0.242322%
|
52- Week High NAV
-
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52- Week Low NAV
-
|
Invest | ||
Latest NAV
30.1337(20-12-2024)
|
Previous NAV
30.1337(20-12-2024)
|
NAV Change
-1.5631%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
14.2898(20-12-2024)
|
Previous NAV
14.2898(20-12-2024)
|
NAV Change
-0.26313%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.8432(20-12-2024)
|
Previous NAV
10.8432(20-12-2024)
|
NAV Change
0.127431%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
1399.6611(21-12-2024)
|
Previous NAV
1399.6611(21-12-2024)
|
NAV Change
0.0357214%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
Latest NAV
10.8372(20-12-2024)
|
Previous NAV
10.8372(20-12-2024)
|
NAV Change
-0.152942%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
PPFAS Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
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Investment Strategy
To generate long-term capital growth, the fund management actively manages a portfolio primarily comprised of equities and equity-related securities (ERS). This means that the manager selects and controls investments in stocks and other stock-related instruments, to increase the portfolio's overall value over time. The active management method entails making strategic decisions depending on market conditions, company performance, and other factors to optimize long-term returns to investors.
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Head of Equity & Debt Team (CIO)
Mr. Rajeev Thakkar (CIO)
The current Chief Investment Officer of Parag Parikh Mutual Fund began his career in 1994 and has extensive experience in financial services. Joining PPFAS Limited in 2001, he initially served as a Fund Manager for its Portfolio Management Services (PMS). During his tenure, he ascended to the role of Chief Executive Officer, a position he held until 2012.
List of all Fund Manager
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Top 5 PPFAS Mutual Funds
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HISTORY OF PPFAS MUTUAL FUND
This Asset Management (PPFAS AMC) is supported by PPFAS Ltd., an investment advisory firm founded in 1992 and an early SEBI Registered Portfolio Management Service (PMS) provider in India. PPFAS Asset Management Private Limited, established under the Companies Act, of 1956, has SEBI approval to serve as the Asset Management Company for the Parag Parikh Mutual Fund.
- This AMC invests in top-notch companies for long-term growth.
- This PPFAS Fund house has a wide range of varieties of fund schemes.
- PPFAS AMC places a high value on loyalty to strong moral principles.
- PPFAS fund house provide consistently excels in their categories.
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HOW TO SELECT BEST PPFAS MUTUAL FUND?
It is the initial step in beginning your financial journey by selecting the Best PPFAS Mutual Funds. Thus, making the right call is critical for making an informed decision. Here are a few areas where you can do it properly:
- Establishing Goals : Before investing, define your objectives, set realistic goals, and plan accordingly.
- Assess Risk : Manage ris and establish boundaries to manage risk for potential rewards.
- Diversification : Spread investments across various sectors to mitigate risk and enhance returns.
- Increase Awareness : Research potential funds, analyzing historical performance for insights.
- Keep Eye on Investments : Monitor investments to safeguard assets and minimize potential losses.
- Professional Advice : Seeking guidance from financial experts, particularly in the realm of mutual funds.
In the end, considering the above factors and also learning to use an SIP calculator without any complex formula.
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HOW TO INVEST IN PPFAS FUND SCHEMES VIA MYSIPONLINE?
You can invest in Parag Parikh mutual fund in various ways where mysiponline stands out for its easy and simple way of investing-
- Visit mysiponline.com, to select PPFAS's top mutual funds.
- Register for a free account, and fill out your profile details.
- Verify KYC with PAN, Aadhar card, Signature, and Bank proof.
- Browse and add the mutual funds you want to your cart.
- Finalize your payment and await confirmation of your investment.
- Keep track of your investments using your mysiponline.com account.
In conclusion, Online SIP provides the discipline investment and long-term capital wealth.Â
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WHAT IS THE TAXATION ON PPFAS MUTUAL FUND?
The taxation of PPFAS mutual funds depends on which category they fall under equity or debt.
Equity-Oriented Mutual Funds
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Short-term Capital Gains (STCG):Â Taxed at a flat rate of 15% if units are sold within one year of purchase.
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Long-term Capital Gains (LTCG):Â Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.
Debt-Oriented Mutual Funds
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Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.
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Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.
Frequently Asked Questions
Can I invest for a very short-term duration in PPFAS Mutual Fund?
What are the different Parag Parikh mutual funds available?
What is the advantage of investing in amc Funds?
Are all SIPs in Parag Parikh Funds online tax-free?
How to analyse the performance of PPFAS Mutual Fund?
Why do I need a financial adviser?
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