To generate regular income through investments predominantly in debt and money market instruments. The Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme.
There is no assurance that the investment objective of the Scheme will be realized and the scheme does not assure or guarantee any returns.
It is a credible and tax-efficient alternative to certain fixed income instruments (like bank fixed deposits), offering the scope to earn income along with the prospect of growth in Net Asset Value (NAV) when held for a reasonably long period.
|Type of Instruments||Normal Allocation
(% of Net Assets)
|Debt securities (including securitized
debt) & Money Market instruments
|75-90||Low to Medium|
|Equities & Equity related instruments||10-25||Medium to High|
|Units issued by REITs and InviTs||0-10||Medium to High|
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.
© 2021 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]