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  • 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/-
    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* 18.23% 14.80% 13.82% 48,635 36,827 33,968
    1 Year -3.24% 3.52% 3.30% 9,675 10,354 10,332
    3 Years 22.74% 18.03% 16.23% 18,499 16,452 15,709
    5 Years 16.51% 12.29% 13.16% 21,482 17,858 18,558
    Parag Parikh
    Tax Saver Fund
    24 July, 2019 Since Inception* 24.04% 18.59% 16.80% 20,244 17,474 16,624
    1 Year 10.09% 3.52% 3.30% 11,015 10,354 10,332
    3 Years 23.43% 18.03% 16.23% 18,814 16,452 15,709
            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# 6.92% 3.96% -1.19% 11,007 10,572 9,830
    1 Year 5.94% 1.97% -0.96% 10,598 10,198 9,904
    Data as on 31 October, 2022

    *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/-
    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* 18.23% 14.80% 13.82% 48,635 36,827 33,968
    1 Year -3.24% 3.52% 3.30% 9,675 10,354 10,332
    3 Years 22.74% 18.03% 16.23% 18,499 16,452 15,709
    5 Years 16.51% 12.29% 13.16% 21,482 17,858 18,558
    Parag Parikh
    Tax Saver Fund
    24 July, 2019 Since Inception* 24.04% 18.59% 16.80% 20,244 17,474 16,624
    1 Year 10.09% 3.52% 3.30% 11,015 10,354 10,332
    3 Years 23.43% 18.03% 16.23% 18,814 16,452 15,709
            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# 6.92% 3.96% -1.19% 11,007 10,572 9,830
    1 Year 5.94% 1.97% -0.96% 10,598 10,198 9,904
    Data as on 31 October, 2022

    *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/-
    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* 18.23% 14.80% 13.82% 48,635 36,827 33,968
    1 Year -3.24% 3.52% 3.30% 9,675 10,354 10,332
    3 Years 22.74% 18.03% 16.23% 18,499 16,452 15,709
    5 Years 16.51% 12.29% 13.16% 21,482 17,858 18,558
    Parag Parikh
    Tax Saver Fund
    24 July, 2019 Since Inception* 24.04% 18.59% 16.80% 20,244 17,474 16,624
    1 Year 10.09% 3.52% 3.30% 11,015 10,354 10,332
    3 Years 23.43% 18.03% 16.23% 18,814 16,452 15,709
    Scheme Date of Allotment
    Date Scheme return %
    Benchmark Return (%)
    Additional Benchmark Return (%) Value of investment of Rs. 10,000/-
    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# 4.50% 5.08% 5.43% 12,177 12,486 12,670
    1 Year 4.04% 4.52% 3.40% 10,404 10,452 10,340
    3 Years 3.67% 4.16% 4.37% 11,144 11,302 11,370
            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# 6.92% 3.96% -1.19% 11,007 10,572 9,830
    1 Year 5.94% 1.97% -0.96% 10,598 10,198 9,904
    Data as on 31 October, 2022

    *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/-
    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* 18.23% 14.80% 13.82% 48,635 36,827 33,968
    1 Year -3.24% 3.52% 3.30% 9,675 10,354 10,332
    3 Years 22.74% 18.03% 16.23% 18,499 16,452 15,709
    5 Years 16.51% 12.29% 13.16% 21,482 17,858 18,558
    Parag Parikh
    Tax Saver Fund
    24 July, 2019 Since Inception* 24.04% 18.59% 16.80% 20,244 17,474 16,624
    1 Year 10.09% 3.52% 3.30% 11,015 10,354 10,332
    3 Years 23.43% 18.03% 16.23% 18,814 16,452 15,709
            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# 6.92% 3.96% -1.19% 11,007 10,572 9,830
    1 Year 5.94% 1.97% -0.96% 10,598 10,198 9,904
    Data as on 31 October, 2022

    *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.

    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]