Parag Parikh Long Term Equity Fund - Direct Plan
The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.
Suitability
This product is suitable for investors who are seeking
•
• This product is suitable for investors who are seeking long term capital growth. Investment Horizon minimum 5 years
Fund Info
| Scheme Class | Equity |
| Scheme Category | Multi-Cap |
| Benchmark Type | S&P BSE 500 India TR INR |
| Expense Ratio | 1.33% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 2,067 |
| AMC AUM (in Crs.) | ₹ 1,805 |
| Min Addition Subscription | ₹ 1,000 |
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 12.98% | |
| 1000 | 1000 | 11.95% | |
| 1000 | 1000 | 9.45% | |
| 1000 | 1000 | 16.14% | |
| 1000 | 1000 | 15.38% | |
| 1000 | 1000 | 11.84% | |
| 1000 | 1000 | 11.95% | |
| 1000 | 1000 | 14.61% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Alphabet Inc Class C | Equity | 11 |
| HDFC Bank Ltd | Equity | 9 |
| Bajaj Holdings and Investment Ltd | Equity | 7 |
| Axis Bank Ltd | Equity | 5 |
| Hero MotoCorp Ltd | Equity | 5 |
| Facebook Inc A | Equity | 5 |
| Suzuki Motor Corp ADR | Equity | 5 |
| ICICI Bank Ltd | Equity | 5 |
| Amazon.com Inc | Equity | 5 |
| Persistent Systems Ltd | Equity | 5 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Equity | 95 |
| Cash - Repurchase Agreement | 3 |
| Cash - CD Time Deposit | 2 |
| Cash | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Banks - Regional - Asia | 20 |
| Internet Content & Information | 16 |
| Auto Manufacturers | 10 |
| Asset Management | 7 |
| Packaged Foods | 6 |
PPFAS Mutual Fund
AUM
₹1,805 Cr
About
Parag Parikh Asset Management was launched in October 2012 and is promoted by Parag Parikh Financial Advisory Services Pvt. Ltd, a financial advisory firm incorporated in 1992. The mission of this mutual fund is to provide prudent fund management so that investors can attain their long-term financial goals.##The tagline of the company is - There is only one right way. To Simplify Client Side investments they only have Equity Fund called the PPFAS Long term Equity Fund, erstwhile Long term value fund.##It is one of the very few AMCs that have a mandate in investment philosophy to invest in overseas equity.
swapnil@ppfas.com
Phone
022 - 61406555
Address
81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230,,Nariman Point, Mumbai 400021, Mumbai - 400021
Calculate Returns
Investment Duration
Years
6Months
0Investment Amount
₹ 10000
Return Amount
₹ 4185
Return Rate
6 %
Duration
6y 0m
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