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    JANUARY 2024
    Click here to view Digital Factsheet - December 2023

    Unitholders' Meet 2023

    Introducing... ' '. The Web App. for Distributors

    'PPFAS Partners' is 'live' now after having been used satisfactorily by nearly 1000 distributors during the 'Beta' stage.

    A few key features:

    New Folio creation | Financial transactions such as additional purchases, SIP Top-Ups, redemption, etc. | SIP Cancellation and Pause

    eMandate and SIP Registrations | Gross Sales and Commissions

    You may discover that it is a more convenient way to transact, compared to the paper-based option.

    Register Now


    You may share your feedback on [email protected]
    Anniversary You may join it via below link:
    https://t.me/+HytNPers6r04MTRl

    Anniversary
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    Current Commission Structure
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    Subscribe to our blog 'The Tortoise Speaks' over here →
    Media Coverage
    Articles, blog posts and interviews in the media from last month.
    Ups & Downs Are Feature Of The Market & One Should Not Be Perturbed By It: PPFAS Mutual Fund
    Ups & Downs Are Feature Of The Market & One Should Not Be Perturbed By It: PPFAS Mutual Fund
    Mr. Raunak Onkar • Interview • December 2023
    Extrapolating recent returns into the future is fraught with risk: Rajeev Thakar of PPFAS Mutual Fund
    Extrapolating recent returns into the future is fraught with risk: Rajeev Thakar of PPFAS Mutual Fund
    Mr. Rajeev Thakkar • Interview • December 2023
    Life and money lessons from Charlie Munger
    Life and money lessons from Charlie Munger
    Mr. Raj Mehta • Podcast • December 2023
    Why PPFAS stopped taking investments from US, Canada
    Why PPFAS stopped taking investments from US, Canada
    Mr. Neil Parikh • Article • December 2023
    We need to see evidence of profitability in companies we invest in: Rajeev Thakkar, PPFAS Mutual Fund
    We need to see evidence of profitability in companies we invest in: Rajeev Thakkar, PPFAS Mutual Fund
    Mr. Rajeev Thakkar • Article • December 2023
    Note:
    1. Views expressed are personal.
    2. Viewers/readers should note that the objective of these articles/interviews is to communicate with our unit-holders and share with them our thought process. It should be noted that views expressed here are based on information available in the public domain at this moment. Views expressed here can change depending on change in circumstances. Nothing discussed here constitutes a buy/ sell/ hold recommendation.
    Subscribe to our blog 'The Tortoise Speaks' over here →

    What to do once you are rich
    Know more about the Financial Opportunities Forum


    Behavioral Finance
    A few relevant articles in association with Morningstar India
    December 14, 2023
    Why I’m Reimagining my Retirement
    I thought I had a clear vision of my retirement years. Then, within a span of a few days, I helped my firstborn child move to college and my mom find a retirement community. That shifted my perspective...
    December 04, 2023
    Money is objective, not subjective
    I met a family travelling abroad for a month, and the cost of their trip is coming to around Rs 9 lakh. They immediately told me that they had sold some property and invested the money, and this was the...


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    Please help us improve your experience with PPFAS Mutual Fund
    We thank you for supporting us by recommending our Schemes to your clients.

    Since inception, we have always strived to maintain high standards on all fronts. However, there are times when we have fallen short - especially when compared with other Mutual Funds.

    As we approach our tenth anniversary, we are keen to learn from past shortcomings, and remedy it, either through internal deliberations (with our Compliance Team, App. Team, etc.) or in collaboration with our Registrar, CAMS.

    We therefore request you to devote a few minutes to spell out the pain-points / hurdles encountered by you while dealing with us.

    While we cannot guarantee that a solution will be found for every issue... we promise you that we will try our best.
    List out your issues
     
    Parag Parikh Flexi Cap Fund Image
    Parag Parikh Liquid Image
    Parag Parikh Conservative Hybrid Fund Image
    Parag Parikh Arbitrage Fund Image

    Parag Parikh Flexi Cap Fund
    An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks.
    This product is suitable for investors who are seeking*

    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. Scheme shall invest in Indian equities, foreign equities and related instruments and debt securities.

    Parag Parikh ELSS Tax Saver Fund
    An open-ended Equity linked savings scheme with a statutory lock in of 3 years and tax benefit
    This product is suitable for investors who are seeking*
    • Long Term Capital Appreciation.
    • Investment predominantly in equity and equity related securities.

    Parag Parikh Liquid Fund
    An Open Ended Liquid Scheme.A Relatively Low Interest Rate Risk and Relatively low Credit Risk
    This product is suitable for investors who are seeking*

    • Income over short term.
    • Investments in Debt/Money Market instruments.

    Parag Parikh Conservative Hybrid Fund
    An open-ended hybrid scheme investing predominantly in debt instruments
    This product is suitable for investors who are seeking*
    • To generate regular income through investments predominantly in debt and money market instruments.
    • Long term capital appreciation from the portion of equity investments under the scheme.
    *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

    Parag Parikh Arbitrage Fund
    An open ended scheme investing in arbitrage opportunities.
    This product is suitable for investors who are seeking*
    • To generate income by investing in arbitrage opportunities.
    • Predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market.
    Riskometer
    *Investors should consult their financial advisers if in doubt about whether the product is suitable for them.


    Potential Risk Class (PRC) of the debt scheme of PPFAS Mutual Fund :



    Riskometers and PRC of the debt scheme as on December 31, 2023

    Note: Click here for Latest Product Label of the Schemes.

    Download SID/SAI and KIM here.
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    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.


    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
    © PPFAS Asset Management Private Limited. All rights reserved.
    Sponsor: Parag Parikh Financial Advisory Services Limited. [CIN: U67190MH1992PLC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]