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 Class | Equity |
| Scheme Category | Multi-Cap |
| Benchmark Type | Nifty 500 Index |
| Expense Ratio | 1.41% |
| Min subscription | ₹ 1,000 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 1,738 |
| AMC AUM (in Crs.) | ₹ 1,805 |
| Min Addition Subscription | ₹ 1,000 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 1000 | 1000 | 12.26% | |
| 1000 | 1000 | 12.11% | |
| 1000 | 1000 | 10.55% | |
| 1000 | 1000 | 14.38% | |
| 1000 | 1000 | 13.63% | |
| 1000 | 1000 | 13.09% | |
| 1000 | 1000 | 12.11% | |
| 1000 | 1000 | 12.02% | |
| 500 | 500 | 9.28% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 9.17% | |
| 1000 | 1000 | 8.19% | |
| 1000 | 1000 | 12.0% | |
| 1000 | 1000 | 12.78% | |
| 1000 | 1000 | 10.24% |
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(%)
| Asset | Percent |
|---|---|
| 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.
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
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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