PPFAS Mutual Fund :: Fund Managers

Rajeev Thakkar

Mr. Rajeev Thakkar manages below 3 Schemes of PPFAS Mutual Fund since inception.

Scheme	Date of Allotment	Date	Scheme return %	Benchmark Return (%)	Additional Benchmark Return (%)	Value of investment of Rs. 10,000/-
Scheme	Date of Allotment	Date	Scheme return %	NIFTY 500 (TRI)	NIFTY 50 (TRI)	Scheme Return (Rs.) (Additional Benchmark)	NIFTY 500 (TRI)	NIFTY 50 (TRI)
Parag Parikh Flexi Cap Fund	May 24, 2013	Since Inception*	17.54%	13.58%	12.88%	48,531	34,712	32,674
		1 Year	2.30%	2.58%	4.27%	10,230	10,258	10,427
		3 Years	22.86%	17.55%	16.98%	18,557	16,249	16,014
		5 Years	15.54%	10.66%	11.89%	20,595	16,596	17,540
Parag Parikh Tax Saver Fund	24 July, 2019	Since Inception*	20.94%	14.85%	13.92%	19,840	16,470	15,991
		1 Year	9.58%	2.58%	4.27%	10,958	10,258	10,427
		3 Years	23.68%	17.55%	16.98%	18,929	16,249	16,014
				CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index	Scheme Return (Rs.)	CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index
Parag Parikh Conservative Hybrid Fund	May 26, 2021	Since Inception#	6.64%	3.91%	0.37%	11,198	10,700	10,065
Parag Parikh Conservative Hybrid Fund	May 26, 2021	1 Year	5.34%	3.08%	2.00%	10,534	10,308	10,200
Data as on 28 February, 2023

*Since inception returns are calculated on Rs. 10 (allotment price)
#Since inception returns are calculated on Rs. 1000 (allotment price)

Raunak Onkar

Mr. Raunak Onkar manages below 3 Schemes of PPFAS Mutual Fund since inception.

Scheme	Date of Allotment	Date	Scheme return %	Benchmark Return (%)	Additional Benchmark Return (%)	Value of investment of Rs. 10,000/-
Scheme	Date of Allotment	Date	Scheme return %	NIFTY 500 (TRI)	NIFTY 50 (TRI)	Scheme Return (Rs.) (Additional Benchmark)	NIFTY 500 (TRI)	NIFTY 50 (TRI)
Parag Parikh Flexi Cap Fund	May 24, 2013	Since Inception*	17.54%	13.58%	12.88%	48,531	34,712	32,674
		1 Year	2.30%	2.58%	4.27%	10,230	10,258	10,427
		3 Years	22.86%	17.55%	16.98%	18,557	16,249	16,014
		5 Years	15.54%	10.66%	11.89%	20,595	16,596	17,540
Parag Parikh Tax Saver Fund	24 July, 2019	Since Inception*	20.94%	14.85%	13.92%	19,840	16,470	15,991
		1 Year	9.58%	2.58%	4.27%	10,958	10,258	10,427
		3 Years	23.68%	17.55%	16.98%	18,929	16,249	16,014
				CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index	Scheme Return (Rs.)	CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index
Parag Parikh Conservative Hybrid Fund	May 26, 2021	Since Inception#	6.64%	3.91%	0.37%	11,198	10,700	10,065
Parag Parikh Conservative Hybrid Fund	May 26, 2021	1 Year	5.34%	3.08%	2.00%	10,534	10,308	10,200
Data as on 28 February, 2023

*Since inception returns are calculated on Rs. 10 (allotment price)
#Since inception returns are calculated on Rs. 1000 (allotment price)

Raj Mehta

Mr. Raj Mehta is managing Parag Parikh Flexi Cap Fund since January 2016, Parag Parikh Liquid Fund, Parag Parikh Tax Saver Fund and Parag Parikh Conservative Hybrid Fund since inception.

Scheme	Date of Allotment	Date	Scheme return %	Benchmark Return (%)	Additional Benchmark Return (%)	Value of investment of Rs. 10,000/-
Scheme	Date of Allotment	Date	Scheme return %	NIFTY 500 (TRI)	NIFTY 50 (TRI)	Scheme Return (Rs.) (Additional Benchmark)	NIFTY 500 (TRI)	NIFTY 50 (TRI)
Parag Parikh Flexi Cap Fund	May 24, 2013	Since Inception*	17.54%	13.58%	12.88%	48,531	34,712	32,674
		1 Year	2.30%	2.58%	4.27%	10,230	10,258	10,427
		3 Years	22.86%	17.55%	16.98%	18,557	16,249	16,014
		5 Years	15.54%	10.66%	11.89%	20,595	16,596	17,540
Parag Parikh Tax Saver Fund	24 July, 2019	Since Inception*	20.94%	14.85%	13.92%	19,840	16,470	15,991
		1 Year	9.58%	2.58%	4.27%	10,958	10,258	10,427
		3 Years	23.68%	17.55%	16.98%	18,929	16,249	16,014

Scheme	Date of Allotment	Date	Scheme return %	Benchmark Return (%)	Additional Benchmark Return (%)	Value of investment of Rs. 10,000/-
Scheme	Date of Allotment	Date	Scheme return %	Crisil Liquid Fund Index	CRISIL 1 year T-bill Index	Scheme Return (Rs.)	Crisil Liquid Fund AI Index	CRISIL 1 year T-bill Index
Parag Parikh Liquid Fund	11 May, 2018	Since Inception#	4.61%	5.19%	5.48%	12,419	12,755	12,923
		1 Year	4.96%	5.47%	4.21%	10,496	10,547	10,421
		3 Years	3.82%	4.32%	4.44%	11,190	11,353	11,393
				CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index	Scheme Return (Rs.)	CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index
Parag Parikh Conservative Hybrid Fund	May 26, 2021	Since Inception#	6.64%	3.91%	0.37%	11,198	10,700	10,065
Parag Parikh Conservative Hybrid Fund	May 26, 2021	1 Year	5.34%	3.08%	2.00%	10,534	10,308	10,200
Data as on 28 February, 2023

*Since inception returns are calculated on Rs. 10 (allotment price)
#Since inception returns are calculated on Rs. 1000 (allotment price)

Rukun Tarachandani

Mr. Rukun Tarachandani manages below 3 Schemes of PPFAS Mutual Fund since 16 May 2022.

Scheme	Date of Allotment	Date	Scheme return %	Benchmark Return (%)	Additional Benchmark Return (%)	Value of investment of Rs. 10,000/-
Scheme	Date of Allotment	Date	Scheme return %	NIFTY 500 (TRI)	NIFTY 50 (TRI)	Scheme Return (Rs.) (Additional Benchmark)	NIFTY 500 (TRI)	NIFTY 50 (TRI)
Parag Parikh Flexi Cap Fund	May 24, 2013	Since Inception*	17.54%	13.58%	12.88%	48,531	34,712	32,674
		1 Year	2.30%	2.58%	4.27%	10,230	10,258	10,427
		3 Years	22.86%	17.55%	16.98%	18,557	16,249	16,014
		5 Years	15.54%	10.66%	11.89%	20,595	16,596	17,540
Parag Parikh Tax Saver Fund	24 July, 2019	Since Inception*	20.94%	14.85%	13.92%	19,840	16,470	15,991
		1 Year	9.58%	2.58%	4.27%	10,958	10,258	10,427
		3 Years	23.68%	17.55%	16.98%	18,929	16,249	16,014
				CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index	Scheme Return (Rs.)	CRISIL Hybrid 85+15 Conservative Index	CRISIL 10 year Gilt Index
Parag Parikh Conservative Hybrid Fund	May 26, 2021	Since Inception#	6.64%	3.91%	0.37%	11,198	10,700	10,065
Parag Parikh Conservative Hybrid Fund	May 26, 2021	1 Year	5.34%	3.08%	2.00%	10,534	10,308	10,200
Data as on 28 February, 2023

*Since inception returns are calculated on Rs. 10 (allotment price)
#Since inception returns are calculated on Rs. 1000 (allotment price)

Past Performance may or may not be sustained in future.
The performance details provided herein are of regular plan growth option. Regular and Direct Plans have different expense structure.
Direct Plan shall have a lower expense ratio excluding distribution expenses, commission expenses etc.

Parag Parikh Flexi Cap Fund

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.
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Parag Parikh Liquid Fund

This product is suitable for investors who are seeking* Income over short term Investments in Debt/money market instruments
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Parag Parikh Tax Saver Fund

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 advisers if in doubt about whether the product is suitable for them.

Parag Parikh Conservative Hybrid Fund

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 :

Note: Click here for Latest Product Label of the Schemes.

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Performance Table

Rajeev Thakkar

Raunak Onkar

Raj Mehta

Rukun Tarachandani

Parag Parikh Flexi Cap Fund

Parag Parikh Liquid Fund

Parag Parikh Tax Saver Fund

Parag Parikh Conservative Hybrid Fund

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

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