Parag Parikh Long Term Equity Direct
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 Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
Nifty 500 Index
Scheme AUM (in Crs.)
₹ 1737.94
Expense Ratio
1.41%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1805
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1000
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Multi-Cap |
| Benchmark Type | Nifty 500 Index |
| Scheme AUM (in Crs.) | ₹ 1737.94 |
| Expense Ratio | 1.41% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 1805 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1000 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Cash Offset For Derivatives
Cash - Future Offset
36
Cur_usdinr-26apr2019 Fut #
Currency - Future
22
Alphabet Inc Class C
Equity
10
HDFC Bank Ltd
Equity
8
Bajaj Holdings and Investment Ltd
Equity
7
Persistent Systems Ltd
Equity
5
Suzuki Motor Corp ADR
Equity
5
Hdfc-25apr2019 Fut #
Equity - Future
5
Housing Development Finance Corp Ltd
Equity
5
Facebook Inc A
Equity
5
Asset Allocation(%)
Equity
95
Cash - Future Offset
36
Currency - Future
22
Equity - Future
15
Cash - CD Time Deposit
2
Sector Allocation(%)
Sector
Percent
Cash - Future Offset
36
Currency - Future
22
Banks - Regional - Asia
18
Equity - Future
15
Internet Content & Information
14
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.
Launch Date
10 Oct 2012
Sponsor
NA
Email
swapnil@ppfas.com
Phone
022 - 61406555
Address
Great Western Building, 1st Floor,,130/132, S.B.S. Marg,,Opp. Lion Gate, Fort,, Mumbai - 400001
PPFAS Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.