Parag Parikh

PPFAS Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 10
  • Average annual returns 15.66%

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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Top Performing PPFAS Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 16.79%
SIP 3Y P.a. 23.54%
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Lumpsum 3Y P.a 15.19%
SIP 3Y P.a. 25.34%
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Lumpsum 3Y P.a 10.88%
SIP 3Y P.a. 13.06%
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Lumpsum 3Y P.a 5.88%
SIP 3Y P.a. 6.49%
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Lumpsum 3Y P.a -
SIP 3Y P.a. -
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SIP 3Y P.a. -
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Short Term

Long Term

SIP

Rolling Term

1 Week 0.09%
1 Month -3.67%
3 Months -0.88%
6 Months 10.09%
1 Year 26.32%
Invest
1 Week -0.04%
1 Month -2.45%
3 Months 0.31%
6 Months 9.15%
1 Year 28.7%
Invest
1 Week -0.02%
1 Month -0.49%
3 Months 0.87%
6 Months 5.23%
1 Year 14.64%
Invest
1 Week 0.12%
1 Month 0.55%
3 Months 1.67%
6 Months 3.41%
1 Year 6.96%
Invest
1 Week 0.12%
1 Month -0.49%
3 Months 0.24%
6 Months 4.88%
1 Year -
Invest
1 Week 0.18%
1 Month 0.8%
3 Months 1.74%
6 Months 3.59%
1 Year 7.49%
Invest
2 Years 21.21%
3 Years 16.79%
5 Years 22.65%
Annual Rt 24.45%
Invest
2 Years 27.03%
3 Years 15.19%
5 Years 24.32%
Annual Rt 20.13%
Invest
2 Years 13.43%
3 Years 10.88%
5 Years -
Annual Rt 11.3%
Invest
2 Years 6.73%
3 Years 5.88%
5 Years 4.9%
Annual Rt 5.13%
Invest
2 Years -
3 Years -
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Annual Rt 8.27%
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3 Years -
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Annual Rt 6.03%
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Min SIP ₹1000
Min Lumpsum ₹500
Expense Ratio 1.71%
Fund Manager Rajeev Thakkar
Launch Date 05-Jul 2019
Invest
Min SIP ₹1000
Min Lumpsum ₹1000
Expense Ratio 1.32%
Fund Manager Rajeev Thakkar
Launch Date 05-May 2013
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 0.63%
Fund Manager Rajeev Thakkar
Launch Date 05-May 2021
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 0.26%
Fund Manager Raj Mehta
Launch Date 05-May 2018
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 0.61%
Fund Manager Rajeev Thakkar
Launch Date 27-Feb 2024
Invest
Min SIP ₹1000
Min Lumpsum ₹1000
Expense Ratio 0.64%
Fund Manager Rajeev Thakkar
Launch Date 05-Nov 2023
Invest

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top PPFAS Mutual Fund

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.

 

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

 List of all Fund Manager PPFAS Mutual Fund

  

Top 5 PPFAS Mutual Funds

 Top 5 Parag Parikh Mutual Fund

 

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.

 

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.

 

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. 

 

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

  • Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.

  • Long-term Capital Gains (LTCG): 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

  • Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.

  • 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?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. Parag Parikh Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different Parag Parikh mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in Parag Parikh Funds online tax-free?

No, all SIPs in Parag Parikh MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., Parag Parikh Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of PPFAS Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.
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