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  • PPFAS Mutual Fund :: Outreach :: July 2023
    Outreach Logo NEWSLETTER
    JULY 2023
    Click here to view Digital Factsheet - June 2023
    Media Coverage
    Articles, blog posts and interviews in the media from last month.

    Mr. Rajeev Thakkar
    'We look at valuations same way across India, global markets'
    Mr. Rajeev Thakkar • Interview • June, 2023
    'We want a great product where we enjoy investing our money in'
    Mr. Rajeev Thakkar • Interview • June, 2023
    This fund manager trounces most Indian peers by betting against ESG trade
    Mr. Rajeev Thakkar • Interview • June, 2023
    Bets on coal, tobacco pay off for PPFAS
    Mr. Rajeev Thakkar • Interview • June, 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 Agri-Inputs Industry
    Know more about the Financial Opportunities Forum


    Behavioral Finance
    A few relevant articles in association with Morningstar India
    June 26, 2023
    The various facets of 'Risk'
    No one likes losing money. But making losses is a perennial risk of being an investor. JAMES GARD, senior editor at Morningstar UK, has been investing for around 20 years. Here he shares his understanding and learning of risk.
    June 22, 2023
    A fresh perspective on how to approach 'Risk'
    Risk management is a serious business for all players in the financial world.
    June 20, 2023
    Turning an emphatic 'No' into financial freedom
    Ivanna Hampton, senior multimedia editor at Morningstar, engaged in a fascinating chat with Kiersten and Julien Saunders, hosts of the rich & REGULAR podcast.
    June 07, 2023
    Even advisers aren’t immune to Overconfidence Bias
    The overconfidence bias is just one of the many biases we face, but it can be especially difficult to accept.
    June 06, 2023
    Why Renting fits into my financial statement
    Indians are obsessed with real estate, and there is a near universal acceptance that buying property is the best– and some would argue only – pathway to build wealth.
    Download the New
    PPFAS Selfinvest App
    apple button android button
    Improvements undertaken in the latest version
    (Version Nos. 5.0.14 for iOS and Android updated on July 18, 2023)

    What's new:
    • Introducing eMandates (also called as eNach and online OTM). You (investor) can now authorise us (PPFAS AMC) to debit your bank account for a certain amount during a certain period of time, as and when presented. The same eMandate could be used for multiple SIP purchases. You can setup an eMandate from the My Folio page.

    • Bug fixes and backend improvements.
    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
     


    Please help us improve our newsletter by your feedback

    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.

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



    Riskometers and PRC of the debt scheme as on June 30, 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]