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  • PPFAS Mutual Fund :: Outreach :: April 2023
    Outreach Logo NEWSLETTER
    APRIL 2023
    Click here to view Digital Factsheet - March 2023
    New Branch at Vadodara
    Vadodara
    Pavanveer Square, Unit No. 303, 3rd Floor, Behind Jagdish Farsan, Near Malhar Point, Old Padra Road, Vadodara - 390007.
    Download the New
    PPFAS Selfinvest App
    apple button android button
    Improvements undertaken in the latest version
    (Version Nos. 4.3.17 for iOS and Android updated on Apr 11, 2023)

    What's new:
    • An all new design of the PPFAS SelfInvest app. This version has a fresh, clean look to help you easily view and transact within your PPFAS schemes.

    • Fixed minor bugs for transaction history loading and biometric setup/ authentication.
    Media Coverage
    Articles, blog posts and interviews in the media from last month.
    How Should First-Time Investors Approach The Market? How To Navigate Equity Markets
    How Should First-Time Investors Approach The Market? How To Navigate Equity Markets"
    Mr. Neil Parag Parikh • Interview • March, 2023
     The Mutual Fund Show: Here's Why PPFAS Holds 20% Cash In Flexi, Tax-Saver Schemes
    The Mutual Fund Show: Here's Why PPFAS Holds 20% Cash In Flexi, Tax-Saver Schemes
    Mr. Raunak Onkar • Interview • March, 2023
    Debt MF के LTCG Tax नियमों में बदलाव के प्रस्ताव पर Fund & Wealth Managers ने क्या कहा?
    Debt MF के LTCG Tax नियमों में बदलाव के प्रस्ताव पर Fund & Wealth Managers ने क्या कहा?
    Mr. Raj Mehta • Interview • March, 2023
    Debt mutual funds to be taxed as per slab from 1st April 2023!
    Debt mutual funds to be taxed as per slab from 1st April 2023!
    Mr. Raj Mehta • Interview • March, 2023
    In conversation with PPFAS Mutual Fund's Raunak Onkar - #BQMutualFundShow
    In conversation with PPFAS Mutual Fund's Raunak Onkar - #BQMutualFundShow
    Mr. Raunak Onkar • Interview • March, 2023
    Back When Parag Parikh's wife stepped up to help him become a broker
    Back When Parag Parikh's wife stepped up to help him become a broker
    Mr. Neil Parag Parikh • Interview • March, 2023
    PPFAS MF's Top Portfolio Bets: Indian Hotels, Coal India & More
    PPFAS MF's Top Portfolio Bets: Indian Hotels, Coal India & More
    Mr. Raunak Onkar • Interview • March, 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.

    How to Evalulate PSU Companies
    Know more about the Financial Opportunities Forum

    Behavioral Finance
    A few relevant articles in association with Morningstar India
    March 20, 2023
    Procrastination is an investor’s worst enemy
    James Gruber, assistant editor for Firstlinks and Morningstar.com.au, looks at the science behind procrastination and what you can do to overcome it.
    March 06, 2023
    Money Mindset: Approach problems in a non-linear fashion
    My husband and I were contemplating a laid-back retired life when the tables suddenly turned.


    Please help us improve our newsletter by your feedback

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    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
     
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    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.

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



    Riskometers and PRC of the debt scheme as on March 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]