Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.63 | 23.85 | 2.66 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 49.76 | 2.19 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 2.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
NIFTY 500 - TRI |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Parag Parikh Flexi Cap Fund | 37.41% | 16.72% | 20.98% |
HDFC Flexi Cap Fund | 44.25% | 23.59% | 18.00% |
Kotak Flexicap Fund | 34.71% | 15.95% | 17.68% |
UTI Flexi Cap Fund | 26.91% | 6.59% | 15.38% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
8.13 %
Holdings
7.29 %
Holdings
6.72 %
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
₹ 89,732.41 Cr.
Rajeev Thakkar
AUM: ₹87,275.85 Cr.
|
Exp: 18yrs
Rukun Tarachandani
AUM: ₹87,275.85 Cr.
|
Exp: 6yrs
Raunak Onkar
AUM: ₹87,275.85 Cr.
|
Exp: 3yrs
Raj Mehta
AUM: ₹89,732.41 Cr.
|
Exp: 3yrs
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Breaking Down Parag Parikh's Investment Strategy | PPFAS Flexi Cap Fund
1 month ago•NDTV Profit
Rajeev Thakkar explains PPFAS AMC's conservative investment strategy | Parag Parikh Flexi Cap Fund
3 months ago•Value Research
Contrarian Investing and First Principles: Insights from Rajeev Thakkar | PPFAS AMC
3 months ago•Value Research
Is Parag Parikh Flexi Cap a Contra Fund? | PPFAS Flexi Cap Fund Portfolio Review
3 months ago•Yadnya Investment Academy
The Portfolio Manager | Portfolio Construct Of PPFAS Flexicap Fund | NDTV Profit
3 months ago•NDTV Profit
Parag Parekh Flexicap and Quant smallcap fund recently invested in EID parry | EID Parry Analysis
4 months ago•Sahil Bhadviya
Why does Parag Parikh Flexi Cap Fund invest in Foreign Stocks?
4 months ago•Mutual Funds at Groww
Parag Parikh Flexi Cap Fund vs JM Flexi Cap Fund: Investment Comparison 2024!
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Parag Parikh Flexi Cap Fund vs Kotak Flexi Cap Fund | Uncovering the Best Investment Pick!
5 months ago•Invest with S K Singh
SBI Contra Fund vs. Parag Parikh Flexi Cap Fund - Contrarian vs. Flexible - Choose the Right!
5 months ago•Invest with S K Singh
Returns
Fund has been able to generate better returns compared to other funds in the same category