Parag Parikh Mutual Fund (PPFAS)

Parag Parikh Mutual Fund, often referred to as PPFAS Mutual Fund, is a renowned investment management company that has gained prominence for its innovative and customer-centric approach to mutual fund investments. Established with the vision of providing investors with a unique blend of global and domestic investment opportunities, Parag Parikh Mutual Fund has consistently delivered value through its diverse range of investment products. This article will help you to learn about Parag Parikh Mutual Fund House in detail.

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What is the Parag Parikh Mutual Fund?

Parag Parikh Mutual Fund, also known as PPFAS, was founded by Mr. Parag Parikh in 2012 and is known for its transparent and investor-centric approach. 

PPFAS Asset Management is the Asset Management Company (AMC) of Parag Parikh Mutual Fund House in India. It offers a range of mutual fund schemes to help you grow your wealth. The company is known for its focus on long-term value investing and global diversification. 

The Parag Parikh Mutual Fund aims to provide opportunities for capital appreciation by investing in a mix of equity and debt instruments, both in India and abroad. 

PPFAS has a unique approach, offering only two equity schemes, one debt scheme and a hybrid scheme to avoid confusing investors and not having a sales team, relying on Relationship Managers for client support.

They prioritize fundamental factors like low debt and cash flow over modern strategies like algorithms and technical analysis. PPFAS does not accept lump-sum investments during bullish markets to avoid potential risks.

Investment Return Calculator (Power of Compounding)
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Invest For (in Years)

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Stay invested for (in Years)

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Expected rate of return (in %)

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Best Mutual Funds in India Offered by the Parag Parikh Mutual Fund 

Mutual Fund Scheme Fund Size (Rs. in Crores)  1-Year Returns 3-Year Returns 5-Year Returns 10-Year Returns
Parag Parikh Flexi Cap Fund ₹40,760 22.52% 23.68% 20.81% 19.95%
Parag Parikh Tax Saver Fund (ELSS) ₹1,932 19.23% 23.95% -- --
Parag Parikh Liquid Fund ₹1,992 6.53% 4.54% 4.82% --
Parag Parikh Conservative Hybrid Fund ₹1,579 12.35% -- -- --

Overview of Parag Parikh Mutual Fund 

Particulars Details
Mutual Fund House Name PPFAS Mutual Fund
Asset Management Company (AMC) PPFAS Asset Management Private Limited
AMC Established On 10 October 2012
AMC Incorporated On 8 August 2011
Assets Under Management (AUM) ₹45,608
Systematic Investment Plan (SIP) Available
Sponsored By Parag Parikh Financial Advisory Services Ltd.
Trustee Organisation PPFAS Trustee Company Private. Limited
Name of Trustees
  • Mr. P. A. Balasubramanian (Independent Director)
  • Mr. Dhaval Desai (Independent Director)
  • Mr. Rajan Mehta (Independent Director)
  • Mr. Suneel Gautam (Associate Director)
CEO Mr. Neil Parikh
CIO Mr. Rajeev Thakkar

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Documents Required to Invest in Parag Parikh Mutual Fund

To invest in Parag Parikh Mutual Fund, you typically need the following documents:

  • KYC (Know Your Customer) Documents 

    • PAN Card (Permanent Account Number)

    • Proof of Address (such as Aadhar card, passport, utility bills, or bank statements),

    • Passport-Sized Photograph

  • Bank Account Details (a cancelled cheque or a copy of your passbook)

  • FATCA Declaration

  • Additional Documents for an NRI/ OCI/ PIO:

    • Overseas Address Proof

    • Valid NRI/ PIO Card

    • NRE/ NRO Account Details

Steps to Invest in the Parag Parikh Mutual Fund Scheme

Follow the steps mentioned below to start investing in Parag Parikh Mutual Fund Scheme:

Step 1: Choose the Fund

Select the specific Parag Parikh Mutual Fund scheme you want to invest in, considering your financial goals and risk tolerance.

Step 2: KYC Compliance

Ensure you are KYC (Know Your Customer) compliant by submitting the required documents to a KYC registration agency or through the fund house's website.

Step 3: Select Investment Mode

Decide whether you want to invest through a lump sum amount or via a systematic investment plan (SIP).

Step 4: Create an Account

Open an account with the fund house or use a trusted online platform to start the investment process.

Step 5: Complete Documentation

Fill out the application form, providing personal and financial details as required.

Step 6: Fund Transfer

Deposit the desired investment amount in the chosen scheme through various payment options like NEFT, RTGS, or online banking.

Step 7: Monitor Your Investment

Keep track of your investment's performance and make necessary adjustments to align with your financial goals.

Step 8: Stay Informed

Stay updated with the fund's performance, NAV (Net Asset Value), and any news related to the scheme.

Step 9: Review Periodically

Re-evaluate your investment strategy periodically to ensure it aligns with your evolving financial objectives.

Calculate the Parag Parikh Mutual Fund Returns with a SIP Calculator

You can estimate the potential returns from your investments in a Parag Parikh Mutual Fund Scheme using the following two calculators:

  • SIP Calculator

  • Mutual Fund Calculator

To calculate your Parag Parikh Mutual Fund returns using the Policybazaar SIP Calculator, you need to enter the following details:

  • The amount you plan to invest through SIP each month.

  • The expected rate of return

  • The investment duration (in months or years)

The calculator will process the information and provide you with an estimate of the potential returns on your SIP investment.

FAQ's

  • What is the PPFAS Mutual Fund?

    PPFAS Mutual Fund is an asset management company based in India. PPFAS stands for "Parag Parikh Financial Advisory Services." The company is known for its unique investment philosophy and its flagship mutual fund scheme, the "Parag Parikh Long Term Equity Fund."
  • Which mutual fund of Parag Parikh is best?

    The following Parag Parikh Mutual Fund schemes are the best in the market:
    • Parag Parikh Flexi Cap Fund

    • Parag Parikh Tax- Saver Fund

    • Parag Parikh Conservative Hybrid Fund

  • Is Parag Parikh a good mutual fund?

    The Parag Parikh Long Term Equity Fund, managed by Parag Parikh Mutual Fund, is considered a reputable mutual fund in India. It gained popularity for its unique investment approach and philosophy, which included investments in both Indian and international equities, along with a value-oriented, long-term perspective.
  • Which stock has the largest holding in Parag Parikh Mutual Fund?

    The flagship scheme of Parag Parikh Flexi Cap Fund has the following top 5 stock holdings:
    • HDFC Bank Limited: 8.01%

    • Bajaj Holdings & Investment Limited: 6.92%

    • ITC Limited: 6.55%

    • Axis Bank Limited: 5.61%

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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