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    MARCH 2024
    Click here to view Digital Factsheet - January 2024

    Parag Parikh ELSS Tax Saver Fund

    Unit Allotment Timelines: /schemes/unit-allotment-timelines/

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

    'PPFAS Partners' is 'live' now after having been used satisfactorily by nearly 1,000 distributors during the 'Beta' stage.

    A few key features:
    • Create folios for your investors
    • Submit additional purchase requests
    • Register eMandates (OTMs)
    • Set up SIPs and STPs
    • Pause and cancel SIPs and STPS
    • Initiate switches within the schemes
    • Request a redemption
    • View AUM summary, investment type-wise AUM, gross sales and commissions etc.
    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

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    Media Coverage
    Articles, blog posts and interviews in the media from last month.
    Raunak Onkar Interview: NDTV Profit - The Mutual Fund Show
    Raunak Onkar Interview: NDTV Profit - The Mutual Fund Show
    Mr. Raunak Onkar • Interview • 28 February 2024
    Why fund managers differ on PSU re-rating
    Why fund managers differ on PSU re-rating
    Rajeev Thakkar • Article • 26 February 2024
    PPFAS Mutual Fund: Mapping The Best Portfolio Returns I Neil Parag Parikh I Market Radar
    PPFAS Mutual Fund: Mapping The Best Portfolio Returns I Neil Parag Parikh I Market Radar
    Mr. Neil Parikh • Interview • 20 February 2024
    BEST FUND MANAGERS 2023
    BEST FUND MANAGERS 2023
    Article • 19 February 2024
    Going Into A Period Where Return Expectations Should Be Tempered: PPFAS | CNBC TV18
    Going Into A Period Where Return Expectations Should Be Tempered: PPFAS | CNBC TV18
    Mr. Raj Mehta • Interview • 16 February 2024
    Parag Parikh Mutual Fund to launch Dynamic Asset Allocation Fund
    Parag Parikh Mutual Fund to launch Dynamic Asset Allocation Fund
    Article • 12 February 2024
    Rajeev Thakkar (PPFAS) on overcoming Behavioral Biases in Investing - Zerodha Varsity
    Rajeev Thakkar (PPFAS) on overcoming Behavioral Biases in Investing - Zerodha Varsity
    Mr. Rajeev Thakkar • Interview • 9 February 2024
    A 5,800% renewables stock surge has some Indian investors worried
    A 5,800% renewables stock surge has some Indian investors worried
    Mr. Rajeev Thakkar • Article • 2 February 2024
    Tax-saving mutual funds and Section 80C: Why lock-in is good news
    Tax-saving mutual funds and Section 80C: Why lock-in is good news
    Neil Parikh • Article • 1 February 2024
    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.
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    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.

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    Parag Parikh Flexi Cap Fund Image
    Parag Parikh Liquid Image
    Parag Parikh Conservative Hybrid Fund Image
    Parag Parikh Arbitrage 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 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 Dynamic Asset Allocation Fund
    An open ended dynamic asset allocation fund.
    This product is suitable for investors who are seeking*
    • Capital Appreciation & Income generation over medium to long term.
    • Investment in equity and equity related instruments as well as debt and money market instruments while managing risk through active asset allocation.
    *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.

    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 the short term.
    • Investments in Debt/Money Market instruments.

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



    Riskometers and PRC of the debt scheme as on February 29, 2024

    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]