Skip to Navigation Skip to Main Content Contact us
Skip to Navigation Skip to Main Content Contact us
    • PPFAS Mutual Fund :: Fund Managers
    1. Home
    2. Schemes
    3. Performance Table


    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* 18.46% 14.64% 13.47% 57,024 40,725 36,643
    1 Year 18.42% 11.39% 9.50% 11,848 11,142 10,953
    3 Years 22.53% 23.10% 20.58% 18,398 18,655 17,532
    5 Years 17.23% 12.33% 11.83% 22,148 17,893 17,995
    10 Years 19.44% 16.31% 14.79% 59,198 45,362 39,760
    Parag Parikh
    Tax Saver Fund    		 24 July, 2019 Since Inception* 21.63% 17.40% 15.28% 22,349 19,323 17,933
    1 Year 16.87% 11.39% 9.50% 11,692 11,142 10,953
    3 Years 23.98% 23.10% 20.58% 19,057 18,655 17,532
            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# 7.98% 5.77% 2.63% 11,900 11,355 10,606
    1 Year 7.90% 7.39% 6.88% 10,792 10,741 10,689
    Data as on 31 August, 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/-
    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* 18.46% 14.64% 13.47% 57,024 40,725 36,643
    1 Year 18.42% 11.39% 9.50% 11,848 11,142 10,953
    3 Years 22.53% 23.10% 20.58% 18,398 18,655 17,532
    5 Years 17.23% 12.33% 11.83% 22,148 17,893 17,995
    10 Years 19.44% 16.31% 14.79% 59,198 45,362 39,760
    Parag Parikh
    Tax Saver Fund    		 24 July, 2019 Since Inception* 21.63% 17.40% 15.28% 22,349 19,323 17,933
    1 Year 16.87% 11.39% 9.50% 11,692 11,142 10,953
    3 Years 23.98% 23.10% 20.58% 19,057 18,655 17,532
            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# 7.98% 5.77% 2.63% 11,900 11,355 10,606
    1 Year 7.90% 7.39% 6.88% 10,792 10,741 10,689
    Data as on 31 August, 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/-
    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* 18.46% 14.64% 13.47% 57,024 40,725 36,643
    1 Year 18.42% 11.39% 9.50% 11,848 11,142 10,953
    3 Years 22.53% 23.10% 20.58% 18,398 18,655 17,532
    5 Years 17.23% 12.33% 11.83% 22,148 17,893 17,995
    10 Years 19.44% 16.31% 14.79% 59,198 45,362 39,760
    Parag Parikh
    Tax Saver Fund    		 24 July, 2019 Since Inception* 21.63% 17.40% 15.28% 22,349 19,323 17,933
    1 Year 16.87% 11.39% 9.50% 11,692 11,142 10,953
    3 Years 23.98% 23.10% 20.58% 19,057 18,655 17,532
    Scheme Date of Allotment
    		 Date Scheme return %
    		 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# 4.81% 5.38% 5.68% 12,830 13,207 13,408
    1 Year 6.28% 6.79% 6.39% 10,628 10,679 10,639
    3 Years 4.32% 4.75% 4.49% 11,352 11,494 11,408
    5 Years 4.72% 5.27% 5.71% 12,593 12,931 13,205
            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# 7.98% 5.77% 2.63% 11,900 11,355 10,606
    1 Year 7.90% 7.39% 6.88% 10,792 10,741 10,689
    Data as on 31 August, 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/-
    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* 18.46% 14.64% 13.47% 57,024 40,725 36,643
    1 Year 18.42% 11.39% 9.50% 11,848 11,142 10,953
    3 Years 22.53% 23.10% 20.58% 18,398 18,655 17,532
    5 Years 17.23% 12.33% 11.83% 22,148 17,893 17,995
    10 Years 19.44% 16.31% 14.79% 59,198 45,362 39,760
    Parag Parikh
    Tax Saver Fund    		 24 July, 2019 Since Inception* 21.63% 17.40% 15.28% 22,349 19,323 17,933
    1 Year 16.87% 11.39% 9.50% 11,692 11,142 10,953
    3 Years 23.98% 23.10% 20.58% 19,057 18,655 17,532
            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# 7.98% 5.77% 2.63% 11,900 11,355 10,606
    1 Year 7.90% 7.39% 6.88% 10,792 10,741 10,689
    Data as on 31 August, 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.

    Download SID/SAI and KIM here.
    About us
    Logo Logic
    Our Sponsor
    About Company
    We are different
    Board of Directors (Trustee Co.)
    Board of Directors of AMC
    Management
    Letter from Neil Parikh
    Letter from Parag Parikh
    Financials
    Unitholder' Meet
    Job PostingsNEW
    Tortoise Times
    Schemes
    Parag Parikh
    - Flexi Cap Fund
    - Liquid Fund
    - Tax Saver Fund
    - Conservative Hybrid Fund
    Investor Desk
    Investor Service Centres
    Form Pick-up Services
    Check Your KRA Status
    Investor Awareness Programmes
    Grievance Policy
    Other Links
    Link to ODR Portal NEW
    Knowledge Centre
    FAQs
    Contact Us
    Outreach Newsletter
    Total Expense Ratio (TER) of SchemesIMP
    Disclaimer
    Rules & Regulations
    Privacy Policy
    Downloads
    Application Forms
    Media
    Articles
    Interviews
    Quotes
    PPFAS in the News
    Scheme Reviews
    AGM Reviews
    Press Releases
    Media Contact
    Download PPFAS SelfInvest
       
    Reach us at:
                     
    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]