How to read a PPFAS monthly factsheet

Sun, 17 May 2026 00:00:00 +0000

Most Indian AMC factsheets are dry compliance documents: portfolio composition tables, sector pies, the SEBI Riskometer, a paragraph of generic commentary. PPFAS’s factsheet is different. The first two-to-four pages every month are an essay by Rajeev Thakkar (the CIO), often co-authored with Raunak Onkar, on whatever portfolio decisions or philosophical themes the month called for. Long enough to be a serious read (1,500 to 3,000 words), conversational rather than corporate, and dense with references to Buffett, Munger, Klarman, behavioural-finance literature, and the team’s own evolving thinking. This is the document personal-finance creators quote when they want to explain what PPFAS thinks.

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How to read a PPFAS monthly factsheet