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    DECEMBER 2023
    Click here to view Digital Factsheet - November 2023

    Unitholders' Meet 2023

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    Media Coverage
    Articles, blog posts and interviews in the media from last month.
    In his own words: What PPFAS Mutual Fund’s Rajeev Thakkar learnt from Charlie Munger
    In his own words: What PPFAS Mutual Fund’s Rajeev Thakkar learnt from Charlie Munger
    Mr. Rajeev Thakkar • Interview • November, 2023
    Rajeev Thakkar Remembers Charles Munger | BQ Prime
    Rajeev Thakkar Remembers Charles Munger | BQ Prime
    Mr. Rajeev Thakkar • Interview • November, 2023
    There Has Been Volatility In Crude And Other Commodities: PPFAS | CNBC TV18
    There Has Been Volatility In Crude And Other Commodities: PPFAS | CNBC TV18
    Mr. Raj Mehta • Interview • November, 2023
    लंबी अवधि में वेल्थ क्रिएशन, फ्लेक्सी कैप फंड में 'नो टेंशन? | Faydemand Funds
    लंबी अवधि में वेल्थ क्रिएशन, फ्लेक्सी कैप फंड में 'नो टेंशन? | Faydemand Funds
    Mr. Raj Mehta • Interview • November, 2023
    YouTube Video Thumbnail
    Market Café | How To Make Money In The New Samvat? | Samvat 2080 | N18V | CNBC TV18
    Mr. Neil Parikh • Interview • November, 2023
    My portfolio not a zoo with all animal species: Rajeev Thakkar on missing multibaggers
    My portfolio not a zoo with all animal species: Rajeev Thakkar on missing multibaggers
    Mr. Rajeev Thakkar • Article • November, 2023
    Diwali 2023: This is the way to construct a market portfolio, according to Parag Parikh MF's Rajeev Thakkar
    Diwali 2023: This is the way to construct a market portfolio, according to Parag Parikh MF's Rajeev Thakkar
    Mr. Rajeev Thakkar • Article • November, 2023
    After churning out multibaggers, OG fund manager Rajeev Thakkar says it's time to be a conservative investor
    After churning out multibaggers, OG fund manager Rajeev Thakkar says it's time to be a conservative investor
    Mr. Rajeev Thakkar • Article • November, 2023
    Video Thumbnail
    High-Interest Rates To Hurt Consumption Globally | Rajeev Thakkar Views On Market
    Mr. Rajeev Thakkar • Interview • November, 2023
    YouTube Video Thumbnail
    Invest Smart: Investing in equities smartly this festive season
    Mr. Raunak Onkar • Interview • November, 2023
    Relatively high market valuations limited our capital deployment avenues
    Relatively high market valuations limited our capital deployment avenues
    Mr. Rukun Tarachandani • Interview • November, 2023
    MFs see risks building up in small-cap funds, correction likely
    MFs see risks building up in small-cap funds, correction likely
    Mr. Rajeev Thakkar • Article • October, 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 →

    Understanding the Wealth Management Industry
    Know more about the Financial Opportunities Forum


    Behavioral Finance
    A few relevant articles in association with Morningstar India
    November 20, 2023
    5 Investors on the biases they battle
    5 investors share the biases they have overcome or are still battling. Rajeev Thakkar CIO, PPFAS Mutual Fund Individually, and as a team, we have been...
    November 06, 2023
    7 faux pas for financial advisers to avoid
    Time and again, research shows the personal relationship between a client and their adviser is paramount...


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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.

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    Parag Parikh Flexi Cap Fund Image
    Parag Parikh Liquid Image
    Parag Parikh Conservative Hybrid 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 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.

    Note: The product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.

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



    Riskometers and PRC of the debt scheme as on November 30, 2023
    Note: Click here for Latest Product Label of the Schemes.

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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]