Parag Parikh Mutual Fund (PPFAS)

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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Amount I wish to Invest ₹

Invest For (in Years)

Years

1 30

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1 30

Expected rate of return (in %)

% /Year

1 35

 

YOU INVEST

YOU GET

Top Funds with High Returns (Past 7 Years)

17.31%

Midcap Fund

14.33%

Opportunities Fund

20%

High Growth Pension Fund

25.41%

US Technology Advantage Fund

22%

Multi Cap Fund

13.92%

Accelerator Mid-Cap Fund II

15.96%

Multiplier

13.7%

Frontline Equity Fund

15.05%

Virtue II

11.02%

Nifty 500 Multifactor 50 Index Fund

9.7%

Blue-Chip Equity Fund

12.33%

Life Pure Equity Fund 2

14.73%

Growth Opportunities Plus Fund

11.05%

Equity Top 250 Fund

13.14%

Future Apex Fund

10.58%

Large Cap Equity Fund

13.16%

Accelerator Fund

11.34%

Enhancer Fund-II

11.02%

Pension Bond Fund

14.52%

Midcap Fund

View Plans

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

Overview of Parag Parikh Mutual Fund 

*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.