The fund seeks to provide cost‑efficient, broad large-cap exposure with implementation designed to manage trading and impact costs, and aims to closely track the index over time.
Four powerful reasons to choose our Large Cap Fund
Exposure to India's top 100 large-cap companies provides broad market coverage
Efficient management of fund execution costs may allow a larger share of your returns to stay invested with you.
Portfolio positioning that seeks to stay close to the benchmark, aiming to reduce stock-selection risk.
Investment strategies aimed at managing execution costs and supporting net returns.
When a stock's near-month futures trade below the cash price, the fund may use futures to create exposure more efficiently, subject to limits and regulations.
If index futures trade below index levels, the fund may use them to obtain exposure efficiently and manage implementation costs.
When a company in the index is merging with another firm, the fund may buy the stock at a discount to the merger ratio for better execution.
When the Nifty 100 changes, the fund may rebalance gradually rather than on the exact index date to seek better execution prices.
Around corporate actions like demergers or special situations, the fund may phase entries and exits to manage impact costs while keeping overall active share low (under 10%).
AMFI Tier I Benchmark - Nifty 100 TRI: Covers top 100 companies as per Market cap
Positions are implemented using efficient instruments and timing (e.g., futures, gradual rebalancing) to achieve portfolio alignment with top 100 companies based on market capitalization.
The fund seeks to provide cost‑efficient, broad large-cap exposure with implementation designed to manage trading and impact costs, and aims to closely track the index over time.
The objective of the Scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies. However, there is no assurance that the investment objective of the Scheme will be achieved and the Scheme does not assure or guarantee any returns.
An open ended equity scheme predominantly investing in large cap stocks.
This product is suitable for investors who are seeking*
*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.
Riskometer is as on: December 31, 2025 | Category of Scheme: Large Cap Fund
Large Cap Company means 1st-100th company in terms of full market capitalisation.
Disclaimer - The fund's investment objective, asset allocation, and risk profile are as described in the scheme offer documents, and investors are advised to read them carefully before investing. All information has been obtained from sources believed to be reliable; however, no guarantee, warranty, or representation is made regarding its accuracy, completeness, or adequacy.
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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]