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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.32 | 7.19 | 2.42 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.31 | 7.03 | 1.53 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 50+50 - Moderate Index |
Dynamic asset allocation funds invest across various sector including stocks, bonds, real estate and other equity funds. It can be most suited fund in case of uncertain market. They are less riskier as compared to other equity funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Parag Parikh Dynamic Asset Allocation Fund | — | — | — |
Edelweiss Balanced Advantage Fund | 19.82% | 13.26% | 13.35% |
DSP Dynamic Asset Allocation Fund | 18.23% | 11.53% | 10.76% |
UTI Balanced Advantage Fund | 17.54% | — | 18.23% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Equity
Debt
Others
Holdings
3.64 %
Holdings
3.12 %
Holdings
3.08 %
PPFAS Asset Management Private Ltd. is the asset manager of PPFAS Mutual Fund, established back in 2012. The AMC is registered as a trust under the Indian Trust Act, 1882. It is registered with SEBHI vide registration code MF/069/12.
No.of Schemes
6
Total AUM
₹ 96,202.79 Cr.
Rajeev Thakkar
AUM: ₹93,842.12 Cr.
|
Exp: 18yrs
Raunak Onkar
AUM: ₹9,178.82 Cr.
|
Exp: 3yrs
Rukun Tarachandani
AUM: ₹93,842.12 Cr.
|
Exp: 6yrs
Raj Mehta
AUM: ₹96,202.79 Cr.
|
Exp: 3yrs
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%