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    • PPFAS Mutual Fund :: Fund Managers
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    3. Performance Table


    Rajeev Thakkar

    Mr. Rajeev Thakkar manages 5 Schemes of PPFAS Mutual Fund since inception.

    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    NIFTY 500 (TRI) NIFTY 50 (TRI) Scheme Return (Rs.) (Additional Benchmark) NIFTY 500 (TRI) NIFTY 50 (TRI)
    Parag Parikh Flexi Cap Fund 24th May, 2013 Since Inception* 20.00% 16.53% 14.76% 75,729 54,666 46,107
    1 Year 36.50% 38.79% 26.74% 13,639 13,867 12,666
    3 Year 20.76% 20.01% 16.55% 17,601 17,276 15,826
    5 Year 24.57% 19.76% 16.66% 30,034 24,660 21,626
    10 Year 18.33% 15.11% 13.55% 53,826 40,873 35,660
    Parag Parikh
    ELSS Tax Saver Fund    		 24 July, 2019 Since Inception* 23.79% 21.31% 17.93% 28,661 25,938 22,565
    1 Year 32.43% 38.79% 26.74% 13,233 13,867 12,666
    3 Years 21.29% 20.01% 16.55% 17,833 17,276 15,826
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index Scheme Return (Rs.) Tier I benchmark return CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index
    Parag Parikh
    Conservative
    Hybrid Fund    		 May 26, 2021 Since Inception# 10.86% 7.54% 4.02% 13,756 12,521 11,298
    1 year 17.77% 11.59% 7.30% 11,771 11,156 10,728
    Data as on 30 June, 2024

    *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 5 Schemes of PPFAS Mutual Fund since inception.

    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    NIFTY 500 (TRI) NIFTY 50 (TRI) Scheme Return (Rs.) (Additional Benchmark) NIFTY 500 (TRI) NIFTY 50 (TRI)
    Parag Parikh Flexi Cap Fund 24th May, 2013 Since Inception* 20.00% 16.53% 14.76% 75,729 54,666 46,107
    1 Year 36.50% 38.79% 26.74% 13,639 13,867 12,666
    3 Year 20.76% 20.01% 16.55% 17,601 17,276 15,826
    5 Year 24.57% 19.76% 16.66% 30,034 24,660 21,626
    10 Year 18.33% 15.11% 13.55% 53,826 40,873 35,660
    Parag Parikh
    ELSS Tax Saver Fund    		 24 July, 2019 Since Inception* 23.79% 21.31% 17.93% 28,661 25,938 22,565
    1 Year 32.43% 38.79% 26.74% 13,233 13,867 12,666
    3 Years 21.29% 20.01% 16.55% 17,833 17,276 15,826
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index Scheme Return (Rs.) Tier I benchmark return CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index
    Parag Parikh
    Conservative
    Hybrid Fund    		 May 26, 2021 Since Inception# 10.86% 7.54% 4.02% 13,756 12,521 11,298
    1 year 17.77% 11.59% 7.30% 11,771 11,156 10,728
    Data as on 30 June, 2024

    *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 managing Parag Parikh Flexi Cap Fund since January 2016 and other 5 Schemes of PPFAS Mutual Fund since inception.

    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    NIFTY 500 (TRI) NIFTY 50 (TRI) Scheme Return (Rs.) (Additional Benchmark) NIFTY 500 (TRI) NIFTY 50 (TRI)
    Parag Parikh Flexi Cap Fund 24th May, 2013 Since Inception* 20.00% 16.53% 14.76% 75,729 54,666 46,107
    1 Year 36.50% 38.79% 26.74% 13,639 13,867 12,666
    3 Year 20.76% 20.01% 16.55% 17,601 17,276 15,826
    5 Year 24.57% 19.76% 16.66% 30,034 24,660 21,626
    10 Year 18.33% 15.11% 13.55% 53,826 40,873 35,660
    Parag Parikh
    ELSS Tax Saver Fund    		 24 July, 2019 Since Inception* 23.79% 21.31% 17.93% 28,661 25,938 22,565
    1 Year 32.43% 38.79% 26.74% 13,233 13,867 12,666
    3 Years 21.29% 20.01% 16.55% 17,833 17,276 15,826
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Liquid Debt A-I Index CRISIL 1 year T-bill Index Scheme Return (Rs.) CRISIL Liquid Debt A-I Index CRISIL 1 year T-bill Index
    Parag Parikh
    Liquid Fund    		 11 May, 2018 Since Inception# 5.09% 5.65% 5.90% 13,565 14,012 14,224
    1 Year 6.87% 7.29% 7.13% 10,689 10,731 10,715
    3 Years 5.40% 5.85% 5.50% 11,711 11,862 11,745
    5 Years 4.81% 5.29% 5.55% 12,651 12,945 13,105
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index Scheme Return (Rs.) Tier I benchmark return CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index
    Parag Parikh
    Conservative
    Hybrid Fund    		 May 26, 2021 Since Inception# 10.86% 7.54% 4.02% 13,756 12,521 11,298
    1 year 17.77% 11.59% 7.30% 11,771 11,156 10,728
    Data as on 30 June, 2024

    *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 3 Schemes of PPFAS Mutual Fund since 16 May 2022, Parag Parikh Arbitrage Fund and Parag Parikh Dynamic Asset Allocation Fund since inception.

    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    NIFTY 500 (TRI) NIFTY 50 (TRI) Scheme Return (Rs.) (Additional Benchmark) NIFTY 500 (TRI) NIFTY 50 (TRI)
    Parag Parikh Flexi Cap Fund 24th May, 2013 Since Inception* 20.00% 16.53% 14.76% 75,729 54,666 46,107
    1 Year 36.50% 38.79% 26.74% 13,639 13,867 12,666
    3 Year 20.76% 20.01% 16.55% 17,601 17,276 15,826
    5 Year 24.57% 19.76% 16.66% 30,034 24,660 21,626
    10 Year 18.33% 15.11% 13.55% 53,826 40,873 35,660
    Parag Parikh
    ELSS Tax Saver Fund    		 24 July, 2019 Since Inception* 23.79% 21.31% 17.93% 28,661 25,938 22,565
    1 Year 32.43% 38.79% 26.74% 13,233 13,867 12,666
    3 Years 21.29% 20.01% 16.55% 17,833 17,276 15,826
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index Scheme Return (Rs.) Tier I benchmark return CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index
    Parag Parikh
    Conservative
    Hybrid Fund    		 May 26, 2021 Since Inception# 10.86% 7.54% 4.02% 13,756 12,521 11,298
    1 year 17.77% 11.59% 7.30% 11,771 11,156 10,728
    Data as on 30 June, 2024

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



    Mansi Kariya

    Ms. Mansi Kariya manages 5 Schemes of PPFAS Mutual Fund since 22nd December 2023 and Parag Parikh Dynamic Asset Allocation Fund since inception.

    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    NIFTY 500 (TRI) NIFTY 50 (TRI) Scheme Return (Rs.) (Additional Benchmark) NIFTY 500 (TRI) NIFTY 50 (TRI)
    Parag Parikh Flexi Cap Fund 24th May, 2013 Since Inception* 20.00% 16.53% 14.76% 75,729 54,666 46,107
    1 Year 36.50% 38.79% 26.74% 13,639 13,867 12,666
    3 Year 20.76% 20.01% 16.55% 17,601 17,276 15,826
    5 Year 24.57% 19.76% 16.66% 30,034 24,660 21,626
    10 Year 18.33% 15.11% 13.55% 53,826 40,873 35,660
    Parag Parikh
    ELSS Tax Saver Fund    		 24 July, 2019 Since Inception* 23.79% 21.31% 17.93% 28,661 25,938 22,565
    1 Year 32.43% 38.79% 26.74% 13,233 13,867 12,666
    3 Years 21.29% 20.01% 16.55% 17,833 17,276 15,826
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Liquid Debt A-I Index CRISIL 1 year T-bill Index Scheme Return (Rs.) CRISIL Liquid Debt A-I Index CRISIL 1 year T-bill Index
    Parag Parikh
    Liquid Fund    		 11 May, 2018 Since Inception# 5.09% 5.65% 5.90% 13,565 14,012 14,224
    1 Year 6.87% 7.29% 7.13% 10,689 10,731 10,715
    3 Years 5.40% 5.85% 5.50% 11,711 11,862 11,745
    5 Years 4.81% 5.29% 5.55% 12,651 12,945 13,105
    Scheme Date of Allotment
    		 Date Scheme return %
    		 Tier 1 Benchmark Return (%)
    		 Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index Scheme Return (Rs.) Tier I benchmark return CRISIL Hybrid 85+15 Conservative Index CRISIL 10 year Gilt Index
    Parag Parikh
    Conservative
    Hybrid Fund    		 May 26, 2021 Since Inception# 10.86% 7.54% 4.02% 13,756 12,521 11,298
    1 year 17.77% 11.59% 7.30% 11,771 11,156 10,728
    Data as on 30 June, 2024

    *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 and is not a guarantee of any future returns.
    • 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.
    • All 5 Fund Managers also manage Parag Parikh Arbitrage Fund & Parag Parikh Dynamic Asset Allocation Fund. However, performance of said schemes has not been included because It has not yet completed 1 year duration since inception.



    Parag Parikh Flexi Cap Fund


    Parag Parikh ELSS Tax Saver Fund


    Parag Parikh Conservative Hybrid Fund


    Parag Parikh Arbitrage Fund


    Parag Parikh Dynamic Asset Allocation Fund


    Parag Parikh Liquid Fund


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



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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]