PPFAS Mutual Fund

PPFAS Mutual Fund

PPFAS (Parag Parikh Financial Advisory Services Limited) Asset Management Pvt. Ltd. is a renowned Indian asset management company offering mutual fund schemes to Indian and foreign investors. PPFAS AMC is the registered asset manager of PPFAS Mutual Fund. The mutual fund house was founded in 2012, and the first scheme was launched in May 2013. Its SEBI registration number is MF/069/12.  View More

PPFAS Mutual Fund currently provides one equity scheme (Parag Parikh Flexi Cap Fund), one ELSS scheme (Parag Parikh Tax Saver Fund), one hybrid fund (Parag Parikh Conservative Hybrid Fund), and one liquid fund (Parag Parikh Liquid Fund).  Investors can invest in PPFAS mutual funds both online and offline (through empanelled distributors) in India.

Best PPFAS Mutual Fund

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Search Result - 6 Mutual Funds

PPFAS Mutual Fund Key Information

  • Founded on
  • 10th October 2012
  • Name of the Mutual Fund
  • PPFAS Mutual Fund
  • Sponsor Name
  • Parag Parikh Financial Advisory Services Ltd.
  • Trustee Name
  • PPFAS Trustee Company Private Limited
  • Managing Director & Chief Executive Officer
  • Mr Neil Parikh
  • Auditor
  • CVK & Associates Chartered Accountants
  • Address
  • 81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, Nariman Point, Mumbai – 400 021, Maharashtra, INDIA
  • Telephone Nos.
  • 91 22 6140 6555
  • Fax Nos.
  • 91 22 6140 6590
  • E-mail
  • email@ppfas.com

Top 10 PPFAS Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

Parag Parikh Flexi Cap Fund – Direct Growth is an Flexi Cap scheme that was launched on 28-05-13 and is currently under the management of our experienced fund manager Rajeev Thakkar. With an impressive AUM of ₹60,559 Crores, this scheme's latest NAV is ₹77.2477 as of 12-04-24.

Parag Parikh Flexi Cap Fund – Direct Growth scheme has delivered a return performance of 42.6% in the last 1 year, 22.8% in the last 3 years, and an 20.7% since its launch. With a minimum SIP investment of just ₹1,000, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap funds.

  • Min SIP Investment Amt
  • ₹1,000
  • AUM (Cr.)
  • ₹60,559
  • 3Y Return
  • 42.6%

Parag Parikh Liquid Fund – Direct Growth is an Liquid scheme that was launched on 11-05-18 and is currently under the management of our experienced fund manager Raj Mehta. With an impressive AUM of ₹2,050 Crores, this scheme's latest NAV is ₹1345.4997 as of 13-04-24.

Parag Parikh Liquid Fund – Direct Growth scheme has delivered a return performance of 6.9% in the last 1 year, 5.2% in the last 3 years, and an 5.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹2,050
  • 3Y Return
  • 6.9%

Parag Parikh ELSS Tax Saver Fund – Direct Growth is an ELSS scheme that was launched on 24-07-19 and is currently under the management of our experienced fund manager Rajeev Thakkar. With an impressive AUM of ₹3,174 Crores, this scheme's latest NAV is ₹28.4124 as of 12-04-24.

Parag Parikh ELSS Tax Saver Fund – Direct Growth scheme has delivered a return performance of 36.5% in the last 1 year, 23.4% in the last 3 years, and an 25% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹3,174
  • 3Y Return
  • 36.5%

Parag Parikh Conservative Hybrid Fund-Dir Growth is an Conservative Hybrid scheme that was launched on 26-05-21 and is currently under the management of our experienced fund manager Rajeev Thakkar. With an impressive AUM of ₹1,888 Crores, this scheme's latest NAV is ₹13.5054 as of 12-04-24.

Parag Parikh Conservative Hybrid Fund-Dir Growth scheme has delivered a return performance of 17.9% in the last 1 year, -% in the last 3 years, and an 11.1% since its launch. With a minimum SIP investment of just ₹5,000, this scheme offers a great investment opportunity for those looking to invest in Conservative Hybrid funds.

  • Min SIP Investment Amt
  • ₹5,000
  • AUM (Cr.)
  • ₹1,888
  • 3Y Return
  • 17.9%

Frequently Asked Questions

How to invest in PPFAS mutual fund?

You can invest in PPFAS Mutual Fund online directly through the 5Paisa platform. Alternatively, they can invest in PPFAS Mutual Fund through the fund houses’ website or any other online platform or mobile application.

What is the difference between the "Regular PPFAS Plan" and 'Direct PPFAS Plan'?

The ‘Direct PPFAS Plan’ has a lower expense ratio than the ‘Regular PPFAS Plan’ in the same scheme since there is no commission to be paid to the distributor under this plan.

How can I stop SIP in PPFAS mutual fund?

You can stop their SIP in PPFAS Mutual Fund online. To do this, you need to directly visit the PPFAS Mutual Fund website, log in with the folio number, and stop the SIP. Alternatively, you can log in to the platform where they started the PPFAS Mutual Fund investment and stop the SIP.

Are there any additional benefits of investing in PPFAS mutual funds with 5Paisa?

Yes. With 5Paisa, you can easily invest in the PPFAS Mutual Fund of your choice at zero commission. In addition, investing with 5Paisa is fully safe and gives you benefits such as:

  • Professional management of funds
  • Complete transparency for liquidity
  • Simple SIP or lump sum investment process 
  • You can invest in PPFAS mutual funds by starting a SIP as low as INR 1000
  • Gives you the flexibility to choose from a wide range of options

What is PPFAS Mutual Fund?

PPFAS (Parag Parikh Financial Advisory Services Limited) Asset Management Pvt. Ltd. is a renowned Indian asset management company offering mutual fund schemes to Indian and foreign investors.

Who are the top fund managers of PPFAS Mutual Fund?

Mr Rajeev Thakkar, Mr Raunak Onkar, and Mr Raj Mehta are the top fund managers of PPFAS Mutual Fund.

What is a direct plan in PPFAS mutual funds?

As per SEBI’s/AMC vide SEBI Circular no. CIR/IMD/DF/21/2012 dated September 13, 2012, all mutual funds are required to provide a separate direct investment plan, i.e. investments not routed through a distributor, both in existing and new schemes. In line with this circular, PPFAS Mutual Fund has launched separate plans under its flagship scheme Parag Parikh Flexi Cap Fund, for direct investments, known as ‘direct plans.

How can I invest in the 'Direct PPFAS Plan'?

If you are an offline investor subscribing under the direct plan of the PPFAS scheme, you will have to indicate the Scheme Name followed by the words’ Direct Plan’. For instance, Parag Parikh Flexi Cap Fund – Direct Plan. You can also mention “Direct” in the ARN column of the application form.

If you are an online investor, you have two different options-

  • If you have routed your initial investment through a distributor, any additional investment will automatically be routed through the regular plan
  • If you wish to invest through the direct plan, you should click on the direct plan option before proceeding, and this will be treated as an investment in a new folio.

What documents do I need to submit with my initial application to buy PPFAS mutual fund units?

Here is the list of documents needed to incur a PPFAS mutual fund for the first time-

  • KYC documents of all holders
  • Bank account proof
  • Power of Attorney (notarised)
  • PIO/OCI card
  • Board resolution/Authorisation to invest
  • List of authorised signatories (with specimen signature)
  • Overseas auditors certificate

Can you increase the SIP amount for a PPFAS mutual fund?

Yes, you can easily increase the SIP amount at any time. To do so, you need to follow the below procedure-

  • Go to the SIP section and select the SIP that you want to increase/revise the amount for
  • Once you have selected the SIP of your choice, choose the EDIT SIP option
  • Update the SIP amount, frequency, or instalment date as per your preference
  • Once you have updated the details, you will receive a notification about the revisions to your SIP

How many PPFAS mutual fund schemes are currently in operation?

PPFAS Mutual Fund currently provides one equity scheme (Parag Parikh Flexi Cap Fund), one ELSS scheme (Parag Parikh Tax Saver Fund), one hybrid fund (Parag Parikh Conservative Hybrid Fund), and one liquid fund (Parag Parikh Liquid Fund).

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