PPFAS investment philosophy

Sat, 16 May 2026 00:00:00 +0000

The PPFAS investment philosophy is the distinctive value-investing and behavioural-finance framework that guides portfolio construction and management at PPFAS Mutual Fund . The philosophy was articulated by founder Parag Parikh through his two books, Stocks to Riches (2005) and Value Investing and Behavioral Finance (2009), and through his client letters and media writings during his career at Parag Parikh Financial Advisory Services Limited. Following Parag Parikh’s death in the 3 May 2015 Omaha road accident, the philosophy has been continuously developed and codified by Chief Investment Officer Rajeev Thakkar (the lead fund manager of the Parag Parikh Flexi Cap Fund since launch on 24 May 2013), Head of Research Raunak Onkar, and the broader PPFAS investment team, with continuing oversight from Chairman and CEO Neil Parikh .

Why PPFAS Does Not Run Sectoral, Thematic, Close-Ended or SIF Schemes

Sat, 16 May 2026 00:00:00 +0000

The decision by PPFAS Mutual Fund not to launch sectoral, thematic, close-ended or Specialised Investment Fund (SIF) schemes, and indeed to abstain from launching index funds, exchange-traded funds, gold funds and international fund-of-funds, is a defining product-design feature of the AMC. As of May 2026 the AMC’s seven active schemes are all open-ended schemes of broad-mandate categories: Parag Parikh Flexi Cap Fund , Parag Parikh Liquid Fund , Parag Parikh ELSS Tax Saver Fund , Parag Parikh Conservative Hybrid Fund , Parag Parikh Arbitrage Fund , Parag Parikh Dynamic Asset Allocation Fund and Parag Parikh Large Cap Fund . None of these is a sectoral, thematic, close-ended, index or ETF scheme, and the AMC has not registered any SIF strategy.

Investment Philosophy on WebNotes

PPFAS investment philosophy

Why PPFAS Does Not Run Sectoral, Thematic, Close-Ended or SIF Schemes