HomeMutual FundsAMCPPFAS Mutual Fund
PPFAS Mutual Fund

PPFAS Mutual Fund

AUM

- Cr

Funds Managed

-

AMC Age

-

PPFAS Funds

Returns on PPFAS Mutual Fund

Total Investment

1,20,000

Gain

40,000

Current Value

1,60,000

You have invested

Check the Returns of Your Investment in

PPFAS Mutual Funds Overview

Parag Parikh Mutual Funds, or PPFAS, was established in 2013. It originated from Parag Parikh Financial Advisory Services Limited, founded by the late Parag Parikh in 1992. The fund house is known for its long-term investing approach. As of March 2024, the PPFAS Mutual Fund has six schemes in its portfolio. The AUM of this AMC for the same period was Rs 64,281 crores.
PPFAS's investment approach is centered around value investing. The company focuses on identifying undervalued securities with strong fundamentals and holding them long-term. PPFAS Mutual Fund offers several schemes, but their flagship Flexi Cap Fund has been particularly popular. This scheme includes investments in foreign stocks like Microsoft, Amazon, Alphabet, and Meta.
The current Chairman and CEO, Neil Parag Parikh, along with the CIO and Equity Fund Manager, Rajeev Thakkar, lead the fund house. Ms. Priya Hariyani is the compliance officer, while Mr. Alok Mehta is the investor service officer. Parag Parikh Mutual Funds’ sponsor name is PPFAS Asset Management Private Limited.
  • Diversification: Parag Parikh Mutual Funds typically hold a range of securities from different sectors, helping spread risk. Instead of putting all your capital into a single stock or bond, this AMC provides a slice of many investments.
  • Professional Management: You have experts managing your investment. Fund managers make the buy and sell decisions, which can be a significant advantage if you lack the time or expertise to do it yourself.
  • Affordability: Many Parag Parikh Mutual Funds allow investors to start with relatively small amounts. You can often buy units in a mutual fund for as low as Rs 500.
  • Liquidity: Parag Parikh Mutual Funds are typically easy to buy and sell. Except for a few cases, your investments are not locked up. If the market has had a bullish rally and your scheme returns are high, you can redeem the units and benefit from their increased value. The settlement turnaround time for overnight funds is T+1 days; for hybrid, equity, or debt funds, it is T+3 days; and for international funds, it is up to T+10 days.
  • Transparency: Parag Parikh Mutual Funds are subject to regulations under the guidelines laid down by the Securities Exchange Board of India, ensuring transparency. The prospectus provides information about the fund's objectives, holdings, performance, and fees.
  • Automatic Reinvestment: You will find schemes where dividends are automatically reinvested to purchase additional fund units. This option compounds returns by increasing your shareholding, potentially leading to higher long-term gains than payouts
  • Potential Tax Benefits: Parag Parikh Mutual Funds offer Equity-Linked Savings Schemes (ELSS), a mutual fund that provides both tax benefits and growth opportunities by investing primarily in the stock market. Your contribution here qualifies you for Section 80C tax benefits, allowing you to reduce your taxable income by up to Rs 1.5 lakh. Since this scheme has a three-year lock-in period, its returns are considered long-term gains, meaning up to Rs 1 lakh; you do not have to pay taxes.
When considering the prospect of Parag Parikh MF, it is essential to approach the decision with a balanced perspective. Mutual funds offer an approach to diversify your portfolio. By pooling capital with other investors, you gain access to different assets that might otherwise be out of reach. Professionals who dedicate their time to monitoring market trends and adjusting the fund's holdings manage this collective investment scheme.
The performance of Mutual funds in Parag Parikh is tied to the fluctuations of the markets they invest in. While fund managers' expertise aims to overcome volatility, outcomes are not guaranteed. The value of your investment can change because of market conditions, such as global events, changes in investor sentiment, government policies, and interest rates.
If the market is bearish, equity-oriented schemes might fail to deliver returns, but in contrast, debt schemes will remain unaffected.
It is also worth mentioning that mutual funds are subject to fees and expenses that can impact the overall return on your investment. These costs are for the management and operation of the fund and can slightly reduce your profit.
When investing in mutual funds, it is important to align this option with your financial goals and comfort level. It is advisable to consider how this choice fits within your broader investment strategy and to be mindful that, at times, you will have to deal with different market conditions.
With digitalization and the establishment of brokers providing innovative solutions with convenience in mind, investing in Parag Parikh or any other mutual fund scheme has become simpler than ever. With Dhan, you can place investments even if you don't have a Demat account with them. You can also invest in mutual funds via the Dhan platform or the app.
If you are wondering how, consider the steps outlined below:
  • Step 1: Grab your smartphone, locate the AppStore or Google Play Store on the screen, search for 'Dhan App,' and tap the 'Install' option.
  • Step 2: Once installed, start the registration process by sharing your contact number and then clicking on 'I'm Ready to Trade.' Input the One-Time Password (OTP) you received and click on 'Proceed Ahead.'
  • Step 3: Provide your email ID and set an MPIN to ensure security.
  • Step 4: Complete the onboarding process by providing your birth date, Aadhar number, and PAN.
  • Step 5: Move to the 'Mutual Funds' section and search for the best Parag Parikh mutual fund scheme. Tap on the scheme you wish to invest in. You will be provided with complete details on the scheme.
  • Step 6: Choose whether to proceed with SIP (Systematic Investment Plan) or Parag Parikh lump sum plans. If you opt for SIP, select the date of the month on which you wish your account to be debited. In the case of a lump sum, directly enter the amount.
  • Step 7: Once you have placed the transaction in the top Parag Parikh mutual fund scheme, a confirmation text along with an OTP will be sent to your registered number.
  • Step 8: After payment, you can track the fund's performance and compare it with its benchmark. If at any time you wish to close your investment, you can do so by choosing the redemption option and selecting the NAV you wish to sell.
If you are a beginner, you might not know the SIP and lump sum methods. The Parag Parikh SIP plan lets you make small contributions every month or quarter. By doing so, you benefit from rupee cost averaging and compounding. On the other hand, a lump sum is a single payment and is ideal when the market is down, as you can buy more units at lower costs.
When investing in mutual funds, it is recommended to evaluate the possible return. While manual computations are time-consuming and prone to errors, you can use the Parag Parikh SIP calculator. All you need to do is input the investment amount, rate of return, and investment period.
Parag Parikh Mutual Funds, or PPFAS, was established in 2013. It originated from Parag Parikh Financial Advisory Services Limited, founded by the late Parag Parikh in 1992. The fund house is known for its long-term investing approach. As of March 2024, the PPFAS Mutual Fund has six schemes in its portfolio. The AUM of this AMC for the same period was Rs 64,281 crores.
PPFAS's investment approach is centered around value investing. The company focuses on identifying undervalued securities with strong fundamentals and holding them long-term. PPFAS Mutual Fund offers several schemes, but their flagship Flexi Cap Fund has been particularly popular. This scheme includes investments in foreign stocks like Microsoft, Amazon, Alphabet, and Meta.
The current Chairman and CEO, Neil Parag Parikh, along with the CIO and Equity Fund Manager, Rajeev Thakkar, lead the fund house. Ms. Priya Hariyani is the compliance officer, while Mr. Alok Mehta is the investor service officer. Parag Parikh Mutual Funds’ sponsor name is PPFAS Asset Management Private Limited.
Some of the key advantages of investing in DSP mutual funds are:
  • Diversification: Parag Parikh Mutual Funds typically hold a range of securities from different sectors, helping spread risk. Instead of putting all your capital into a single stock or bond, this AMC provides a slice of many investments.
  • Professional Management: You have experts managing your investment. Fund managers make the buy and sell decisions, which can be a significant advantage if you lack the time or expertise to do it yourself.
  • Affordability: Many Parag Parikh Mutual Funds allow investors to start with relatively small amounts. You can often buy units in a mutual fund for as low as Rs 500.
  • Liquidity: Parag Parikh Mutual Funds are typically easy to buy and sell. Except for a few cases, your investments are not locked up. If the market has had a bullish rally and your scheme returns are high, you can redeem the units and benefit from their increased value. The settlement turnaround time for overnight funds is T+1 days; for hybrid, equity, or debt funds, it is T+3 days; and for international funds, it is up to T+10 days.
  • Transparency: Parag Parikh Mutual Funds are subject to regulations under the guidelines laid down by the Securities Exchange Board of India, ensuring transparency. The prospectus provides information about the fund's objectives, holdings, performance, and fees.
  • Automatic Reinvestment: You will find schemes where dividends are automatically reinvested to purchase additional fund units. This option compounds returns by increasing your shareholding, potentially leading to higher long-term gains than payouts
  • Potential Tax Benefits: Parag Parikh Mutual Funds offer Equity-Linked Savings Schemes (ELSS), a mutual fund that provides both tax benefits and growth opportunities by investing primarily in the stock market. Your contribution here qualifies you for Section 80C tax benefits, allowing you to reduce your taxable income by up to Rs 1.5 lakh. Since this scheme has a three-year lock-in period, its returns are considered long-term gains, meaning up to Rs 1 lakh; you do not have to pay taxes.
When considering the prospect of Parag Parikh MF, it is essential to approach the decision with a balanced perspective. Mutual funds offer an approach to diversify your portfolio. By pooling capital with other investors, you gain access to different assets that might otherwise be out of reach. Professionals who dedicate their time to monitoring market trends and adjusting the fund's holdings manage this collective investment scheme.
The performance of Mutual funds in Parag Parikh is tied to the fluctuations of the markets they invest in. While fund managers' expertise aims to overcome volatility, outcomes are not guaranteed. The value of your investment can change because of market conditions, such as global events, changes in investor sentiment, government policies, and interest rates.
If the market is bearish, equity-oriented schemes might fail to deliver returns, but in contrast, debt schemes will remain unaffected.
It is also worth mentioning that mutual funds are subject to fees and expenses that can impact the overall return on your investment. These costs are for the management and operation of the fund and can slightly reduce your profit.
When investing in mutual funds, it is important to align this option with your financial goals and comfort level. It is advisable to consider how this choice fits within your broader investment strategy and to be mindful that, at times, you will have to deal with different market conditions.
With digitalization and the establishment of brokers providing innovative solutions with convenience in mind, investing in Parag Parikh or any other mutual fund scheme has become simpler than ever. With Dhan, you can place investments even if you don't have a Demat account with them. You can also invest in mutual funds via the Dhan platform or the app.
If you are wondering how, consider the steps outlined below:
  • Step 1: Grab your smartphone, locate the AppStore or Google Play Store on the screen, search for 'Dhan App,' and tap the 'Install' option.
  • Step 2: Once installed, start the registration process by sharing your contact number and then clicking on 'I'm Ready to Trade.' Input the One-Time Password (OTP) you received and click on 'Proceed Ahead.'
  • Step 3: Provide your email ID and set an MPIN to ensure security.
  • Step 4: Complete the onboarding process by providing your birth date, Aadhar number, and PAN.
  • Step 5: Move to the 'Mutual Funds' section and search for the best Parag Parikh mutual fund scheme. Tap on the scheme you wish to invest in. You will be provided with complete details on the scheme.
  • Step 6: Choose whether to proceed with SIP (Systematic Investment Plan) or Parag Parikh lump sum plans. If you opt for SIP, select the date of the month on which you wish your account to be debited. In the case of a lump sum, directly enter the amount.
  • Step 7: Once you have placed the transaction in the top Parag Parikh mutual fund scheme, a confirmation text along with an OTP will be sent to your registered number.
  • Step 8: After payment, you can track the fund's performance and compare it with its benchmark. If at any time you wish to close your investment, you can do so by choosing the redemption option and selecting the NAV you wish to sell.
If you are a beginner, you might not know the SIP and lump sum methods. The Parag Parikh SIP plan lets you make small contributions every month or quarter. By doing so, you benefit from rupee cost averaging and compounding. On the other hand, a lump sum is a single payment and is ideal when the market is down, as you can buy more units at lower costs.
When investing in mutual funds, it is recommended to evaluate the possible return. While manual computations are time-consuming and prone to errors, you can use the Parag Parikh SIP calculator. All you need to do is input the investment amount, rate of return, and investment period.

AMC Information

canara roboto

-


Funds Managed

-


Assets Managed

- Cr

Contact Details

globe   -
twitter   @-
phone   -

Registered Address

locate

-


Other Popular AMCs in India


Explore All Mutual Funds



Invest in Direct Mutual Funds at

0% Commission!

Start with SIP or Lumpsum. Choose from 1000+ direct mutual funds.


border

Explore

*All securities mentioned on this website are exemplary and not recommendatory.

We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN - U74999WB2012PTC184187 Moneylicious Securities is part of Raise Financial Services.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
Registered Office: Office No. 14D, 4th Floor, Shri Krishna Chambers, 78, Bentick Street, Kolkata - 700001, West Bengal, India.
Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Land Line: 022-43116666.


For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.


Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances


Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit


Attention investors:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.


Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.


Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/


Download client registration documents (Rights & Obligations, Risk Disclosure Document, Do's & Don'ts) in vernacular language: BSE | NSE | MCX


Kindly, read the Advisory Guidelines of BSE | NSE | MCX for investors as prescribed by the exchange with reference to their circular dated 27th August, 2021 regarding investor awareness and safeguarding client's assets


Important Links: SEBI | BSE | NSE | MCX | CDSL | SCORES | ODR Portal | Investor Charter for Stock Brokers | Investor Charter for DP | UCC Advisory | e-Voting for Shareholders

Important Information: Terms of Usage | Disclaimers | Privacy Policy | Grievances | Risk Management Policy | Risk Disclosure | Advertisement Disclaimer | Saarthi 2.0 Mobile App for Investors