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PPFAS Mutual Fund :: outreach :: November 2019
Outreach Logo NEWSLETTER - MAY 2020
Factsheet - March April PDF
'Investor Education' initiative

Our last month's Investor Education Initiative dwells on two topics which, though unrelated, are perturbing investors in equal measure:

Dont worry... Be Ready... Keep Steeady! - an investor education
Media Coverage
Articles, blog posts and interviews in the media from last month.
 
Understand your biases and get smart
 
April 27, 2020
Understand your biases and get smart
Mr. Parag Parikh's article in Morningstar
Read here →
 
The difficulties of managing debt funds in India
 
April 25, 2020
The difficulties of managing debt funds in India
Mr. Rajeev Thakkar article in APN NEWS
Read here →
 
It is clichéd to say, but dont panic is a useful strategy
 
April 24, 2020
It is clichéd to say, but "don't panic" is a useful strategy
Mr. Raunak Onkar's interview in Money Control
Read here →
 
A master take on lockdown- in conversation with Raj Mehta
 
April 20, 2020
A master take on lockdown- in conversation with Raj Mehta
Mr. Raj Mehta's interview in Fund Tax Guru
Read here →
 
Lockdown Diaries: Work from home has become the new normal
 
April 19, 2020
Lockdown Diaries: Work from home has become the new normal
Mr. Neil Parag Parikh's interview in CafeMutual
Read here →
 
Opinion | Patience and self-control will be richly rewarded by the equity market
 
April 19, 2020
Opinion | Patience and self-control will be richly rewarded by the equity market
Mr. Neil Parag Parikh's article in Live Mint
Read here →
 
One has to be selective while buying stocks, says Rajeev Thakkar of PPFAS Mutual Fund
 
April 08, 2020
One has to be selective while buying stocks
Mr. Rajeev Thakkar's interview in The Economic Times Online
Read here →
 
Judge stocks by company's balance sheet strength
 
April 07, 2020
Judge stocks by company's balance sheet strength
Mr. Rajeev Thakkar's interview in ET Markets
Read here →
 
Correction in market bit overdone, it will recover before economy recovers
 
April 03, 2020
'Correction in market bit overdone, it will recover before economy recovers'
Mr. Raj Mehta's interview in Money Control
Read here →


Financial Opportunities Forum

Predictable Surprises - COVID 19 version
Using the framework of Predictable Surprises to understand the current situation.
Watch Now
Know more about the Financial Opportunities Forum

Behavioral Finance
Every month we will include a few relevant articles in association with India
April 13, 2020
How your natural reaction to the pandemic clouds investing judgement
What’s our first line of defense when battling germs? Is it our immune systems? Well, there’s something even before that. Psychologists have theorized that our initial defensive line against disease is our behaviour.
Read here →
April 02, 2020
You MUST ask yourself this question
A lot of the conventional wisdom investment remains valid. One of the things that individual investors have to be careful of is extremes.
Read here →

Note: Viewers/readers should note that 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 public domain at this moment. Views expressed here can change depending on change in circumstances. Nothing discussed here, constitute a buy/ sell/ hold recommendation.
Parag Parikh Flexi Cap Fund Image
The investment objective of the Scheme 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.
Investors should consult their financial advisors if in doubt about whether this scheme is suitable for them.
Download SID/SAI and KIM here.
High Riskometer
Investors understand that their principal will be at Moderately High risk.
Parag Parikh Liquid Fund Image
This product is suitable for investors who are seeking riskometer
(I) Income over the short term
(II) Investment in debt / money market instruments.

Investors should consult their financial advisors if in doubt about whether this scheme is suitable for them.


Download SID/SAI and KIM here.
Low riskometer
Investors understand that their principal will be at Low risk.
Parag Parikh Tax Saver Fund Image Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
This product is suitable for investors who are seeking
  • Long term capital appreciation
  • Investment predominantly in equity and equity related securities.
Investors should consult their financial advisors if in doubt about whether this scheme is suitable for them. Download SID/SAI and KIM here.
High Riskometer
Investors understand that their principal will be at Moderately High risk.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

'PPFAS Selfinvest'
PPFAS selfinvest image
Consistent with our preference for 'digital over terrestrial', we have launched our Mobile and Web Apps. titled 'PPFAS SelfInvest'.
Through this you can currently:
  • Create a new Folio
  • Make additional purchases, redeem and switch.
  • Undertake SIP, STP and SWP transactions
  • View your investments
  • Fetch your Account Statement
More features will be added soon...

Improvements undertaken in the latest version
(Version Nos. 3.9.24 for iOS and Android)
"While in lockdown, we decided to polish up a few things and fix some bugs! Stay safe!"
Availabe on the Apple Store Get it on Google play Visit the Web App

Please help us improve your online experience...
Have you ever tried out / invested via PPFAS SelfInvest.

Over the past year, we have been receiving several suggestions on how we could improve your online experience. While we have been able to implement some of these quickly, we are continuously working on those which are more long-drawn. Unfortunately, feedback received at irregular intervals can be difficult to collate and review. Hence we thought of developing a central repository for App. related suggestions. Besides enlightening us, it will also help us decide the order of priority with respect to new feature additions / improvements in User Interface (UI).

If yes, we thank you for doing so. We request you to please provide your suggestions, below.
Suggest here
 
Subscribe to our blog 'The Tortoise Speaks' over here →
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Download PPFAS SelfInvest
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