Skip to Navigation Skip to Main Content Contact us
Skip to Navigation Skip to Main Content Contact us
  • PPFAS Mutual Fund :: Fund Managers
    No of Folios
    100,826
    As on Jul 18, 2019​
    AUM (₹ Crores)
    1974.43
    As on June 28, 2019
    NAV (Direct Plan)
    26.0274
    As on Jul 18, 2019
    NAV (Regular Plan)
    25.1537
    As on Jul 18, 2019
    Insider Holdings
    6.18 %
    As on June 28, 2019

    Fund Managers

    Rajeev Thakkar

    CHIEF INVESTMENT OFFICER & EQUITY FUND MANAGER
    He managed PMS Scheme of PPFAS (with a corpus of around Rs. 300 crores.

    Rajeev Thakkar, CIO


    Till March 2012 he was acting as a Chief Executive Officer of PPFAS (Sponsor Company). He has joined the company in 2001. He started his career in the year 1994 and he has experience of working in areas like: merchant banking, managing fixed income portfolio, broking operations, PMS operations. He was functioning as a Fund Manager for PMS service of PPFAS managing a portfolio of around Rs. 300 crores. He is acting as a Chief Investment Officer and Fund Manager to the Company.

    Educational Qualifications:

    B. Com(Bombay University), Chartered Accountant, CFA Charter Holder and Grad ICWA



    Raunak Onkar

    HEAD - RESEARCH
    He manages the overseas investment of the scheme since it's inception ie. May 2013.

    Raunak Onkar, Head - Research

    He has more than 10 years of experience in the capital market. He started his career with Parag Parikh Financial Advisory Service Limited, following his internship, in the year 2009. He joined PPFAS as a research analyst. He was appointed as Head- research in the year 2011. He is working with the company as an Associate Fund Manager.

    Educational Qualifications:

    Bsc. IT (Bombay University) and MMS- Finance (Bombay University)



    Raj Mehta

    FUND MANAGER - DEBT
    He is managing the debt component of the scheme since January 2016. He also manages Parag Parikh Liquid Fund.

    Raj Mehta, FUND MANAGER - DEBT

    He has collectively over 6 years of experience in investment research. He started his career with PPFAS Asset Management Pvt Ltd as an intern in 2012. Following which, he joined the company as a Research Analyst in 2013. He is a Commerce graduate from University of Mumbai, a fellow member of Institute of Chartered Accountants of India (ICAI) and a CFA Charter Holder. He is also a certificate holder of FIMMDA-NSE Debt Market module issued by NCFM.

    Educational Qualifications:

    B.Com, M.Com (Mumbai University), Chartered Accountant, CFA Charter Holder

    Name of the Scheme

    Parag Parikh Long Term Equity Fund

    Investment Objective

    To seek to generate long term capital growth from an actively managed portfolio of equity and equity related securities.

    Type of the scheme

    An Open Ended Equity Scheme

    Date of Allotment

    May 24, 2013

    Minimum Application Amount

    New Purchase: ₹ 1,000;
    Additional Purchase: ₹ 1,000;
    Monthly SIP: ₹ 1,000;
    Quarterly SIP: ₹ 3,000;

    Expense Ratio with effect from 1st April, 2019*

    Regular Plan: 1.96%*
    Direct Plan: 1.21%*
    * Exclusive of GST on management fees.

    Entry Load

    Not Applicable

    Exit Load

     2.00 % if the investment is redeemed on or before 365 days from the date of allotment of units
     1.00 % if the investment is redeemed after 365 days but on or before 730 days from the date of allotment of units.
     No Exit Load will be charged if investment is redeemed after 730 days from the date of allotment of units.


    Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
    © 2019 PPFAS Asset Management Private Limited. All rights reserved.
    Sponsor: Parag Parikh Financial Advisory Services Private Limited. [CIN: U67190MH1992PTC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]