Articles in “PPFAS Mutual Fund” category
198 articles.
2026 (198)
- Cognito Portfolio Management Service (PPFAS)
Encyclopedic reference on Cognito, the discretionary Portfolio Management Service launched in October 1996 by Parag Parikh Financial Advisory Services Limited …
- How to access archived PPFAS Annual Unitholders' Meet recordings
Step-by-step guide to finding and navigating the archived recordings of past PPFAS Annual Unitholders' Meets on the PPFAS YouTube channel, covering the …
- How to access the Consolidated Account Statement (CAS) for PPFAS holdings
Step-by-step guide to accessing the monthly Consolidated Account Statement (CAS) that includes PPFAS Mutual Fund holdings, covering the NSDL-issued and …
- How to access the PPFAS YouTube channel and video content
Step-by-step guide to finding, subscribing to, and navigating the official PPFAS Mutual Fund YouTube channel for investor-education videos, Annual Unitholders' …
- How to add or update a nominee on a PPFAS folio
Step-by-step guide to registering, updating, or removing nominees on a PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering up to three nominees with …
- How to cancel a NACH mandate at PPFAS
Step-by-step guide to cancelling a NACH e-mandate (or UPI Autopay mandate) registered against a PPFAS folio through selfinvest.ppfas.com, covering the …
- How to cancel a PPFAS SIP
Step-by-step guide to permanently cancelling a Systematic Investment Plan (SIP) on a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering …
- How to complete video KYC for a PPFAS investment
Step-by-step guide to completing the video KYC pathway on selfinvest.ppfas.com for investors who cannot use Aadhaar e-KYC, covering scheduling, document …
- How to compute LTCG on PPFCF with grandfathering
Step-by-step guide to computing Section 112A long-term capital gains on Parag Parikh Flexi Cap Fund (PPFCF) redemptions, covering the grandfathered-cost …
- How to compute slab-rate tax on PPFAS Liquid Fund (post Finance Act 2023)
Step-by-step guide to computing slab-rate capital-gains tax on Parag Parikh Liquid Fund and other PPFAS debt-oriented schemes for investments made on or after 1 …
- How to compute STCG on PPFAS equity schemes
Step-by-step guide to computing Section 111A short-term capital gains on Parag Parikh PPFAS equity-oriented mutual fund redemptions, covering the FIFO …
- How to contact the PPFAS investor desk
Step-by-step guide to contacting the Parag Parikh PPFAS Mutual Fund investor desk for queries, service requests, and complaints, covering email, phone, ISC …
- How to download a PPFAS account statement
Step-by-step guide to downloading account statements for Parag Parikh PPFAS Mutual Fund holdings through selfinvest.ppfas.com, covering the three statement …
- How to download a PPFAS capital-gains statement for ITR
Step-by-step guide to downloading the financial-year capital-gains statement for Parag Parikh PPFAS Mutual Fund holdings through selfinvest.ppfas.com, covering …
- How to download a PPFAS ELSS Section 80C tax-proof certificate
Step-by-step guide to downloading the Section 80C investment proof certificate for Parag Parikh ELSS Tax Saver Fund subscriptions through selfinvest.ppfas.com, …
- How to download AIS and TIS for PPFAS reconciliation
Step-by-step guide to downloading the Annual Information Statement (AIS) and the Taxpayer Information Summary (TIS) from the Income Tax e-filing portal, …
- How to escalate a PPFAS complaint to SEBI SCORES
Step-by-step guide to escalating an unresolved complaint against Parag Parikh PPFAS Mutual Fund to the SEBI SCORES (SEBI Complaints Redress System) portal, …
- How to file a complaint with PPFAS
Step-by-step guide to filing a formal complaint with Parag Parikh PPFAS Mutual Fund through the SEBI-prescribed Investor Grievance Redressal mechanism, covering …
- How to file Schedule 112A in ITR for PPFAS LTCG
Step-by-step guide to filing the ITR-2 or ITR-3 Schedule 112A section for Parag Parikh PPFAS Mutual Fund long-term capital gains, covering the scrip-wise …
- How to file STCG in ITR for PPFAS equity-scheme STCG
Step-by-step guide to reporting Section 111A short-term capital gains from Parag Parikh PPFAS equity-oriented mutual fund redemptions in ITR-2 or ITR-3 Schedule …
- How to find PPFAS press coverage and fund manager interviews
Step-by-step guide to finding press coverage, fund manager interviews, and PPFAS-related articles in Indian financial-media archives, covering Mint, Economic …
- How to follow PPFAS on X (Twitter) and LinkedIn
Step-by-step guide to following the official PPFAS Mutual Fund social media accounts on X (formerly Twitter), LinkedIn, and other platforms, covering account …
- How to interpret PPFAS NAV history charts
Step-by-step guide to downloading and interpreting NAV history data for Parag Parikh PPFAS Mutual Fund schemes, covering the NAV-history download from …
- How to invest in Parag Parikh Liquid Fund (parking surplus)
Step-by-step guide to investing in Parag Parikh Liquid Fund through selfinvest.ppfas.com or the PPFAS CashFlex app for short-term cash parking, covering the …
- How to invest in PPFAS schemes on Zerodha Coin
Step-by-step guide to investing in PPFAS Mutual Fund schemes through Zerodha Coin, the discount-broker direct-plan mutual fund platform, covering account …
- How to invest in PPFAS schemes via Angel One
Buying PPFAS funds on Angel One, the full-service broker, plus the one decision that genuinely differs from pure aggregators: holding units in SoA form versus …
- How to invest in PPFAS schemes via ET Money
Buying PPFAS funds on ET Money, the Times Internet aggregator, plus the editorial layer that distinguishes it from peer platforms and how that interacts with …
- How to invest in PPFAS schemes via Groww
Buying PPFAS mutual fund units on Groww: the practical steps, the gotchas that bite first-time aggregator users, and where Groww differs from going direct via …
- How to invest in PPFAS schemes via INDmoney
Buying PPFAS funds on INDmoney, the multi-asset platform whose real selling point is unifying Indian mutual funds, Indian stocks, US stocks, and savings under …
- How to invest in PPFAS schemes via Kuvera
Buying PPFAS funds on Kuvera, with attention to the goal-tracking and family-portfolio features that distinguish it from peer aggregators, plus the things that …
- How to invest in PPFAS schemes via MF Central
Step-by-step guide to investing in PPFAS Mutual Fund schemes through MF Central, the joint CAMS-KFin investor portal, covering account registration, folio …
- How to invest in PPFAS schemes via MF Utility
Step-by-step guide to investing in PPFAS Mutual Fund schemes through MF Utility (MFU), the AMFI-promoted AMC-consortium transaction platform, covering Common …
- How to invest in PPFAS schemes via Paytm Money
Buying PPFAS funds on Paytm Money, the mutual fund and broking arm of One97 Communications, with attention to where the Paytm-ecosystem UPI integration …
- How to invest in PPFCF lump sum via SelfInvest portal
Step-by-step guide to placing a direct-plan lump-sum purchase order in Parag Parikh Flexi Cap Fund (PPFCF) through selfinvest.ppfas.com, covering scheme and …
- How to link an existing PPFAS folio to SelfInvest
Step-by-step guide to linking a pre-existing PPFAS Mutual Fund folio acquired through a distributor, a third-party platform, or an older direct-mode …
- How to listen to PPFAS podcasts and audio content
Step-by-step guide to finding and listening to Parag Parikh PPFAS Mutual Fund-related podcast appearances on Spotify, Apple Podcasts, JioSaavn, YouTube, and …
- How to modify a PPFAS SIP
Step-by-step guide to modifying an active SIP on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering changes to the per-installment amount, the SIP …
- How to open a PPFAS SelfInvest direct-plan account
Step-by-step guide to opening a direct-plan investor account on selfinvest.ppfas.com, the PPFAS Mutual Fund self-service portal, including PAN registration, OTP …
- How to pause a PPFAS SIP
Step-by-step guide to temporarily pausing a Systematic Investment Plan (SIP) on a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering the …
- How to prepare to attend the PPFAS Annual Unitholders' Meet
Step-by-step guide to preparing for attending the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, whether in person or via live stream, covering …
- How to read a PPFAS monthly factsheet
Step-by-step guide to navigating and interpreting the Parag Parikh PPFAS Mutual Fund monthly factsheet, covering the cover page, portfolio composition by …
- How to read PPFAS AUM and net-flow data
Step-by-step guide to finding and interpreting Parag Parikh PPFAS Mutual Fund AUM (Assets Under Management) and net inflow/outflow data through the monthly …
- How to read PPFAS scheme rating reports
Step-by-step guide to finding and interpreting third-party scheme rating reports for Parag Parikh PPFAS Mutual Fund schemes from Value Research Online, …
- How to read PPFCF portfolio-holdings disclosure
Step-by-step guide to interpreting the monthly portfolio-holdings disclosure for Parag Parikh Flexi Cap Fund (PPFCF), covering the SEBI-mandated month-end …
- How to read the PPFAS Annual Letter
Step-by-step guide to accessing and reading the PPFAS Annual Letter, the AMC's deepest annual communication tradition since 2014, covering download access on …
- How to reconcile AIS with the PPFAS capital-gains statement for ITR
Step-by-step guide to reconciling the Annual Information Statement (AIS) entries with the PPFAS-issued capital-gains statement before filing ITR, covering …
- How to redeem PPFAS units via SelfInvest
Step-by-step guide to placing a redemption order in a PPFAS Mutual Fund scheme through selfinvest.ppfas.com, covering full versus partial redemption, amount …
- How to register for the PPFAS Annual Unitholders' Meet in person
Step-by-step guide to registering for in-person attendance at the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet, covering the registration window, …
- How to report PPFAS IDCW receipts in ITR
Step-by-step guide to reporting Income Distribution cum Capital Withdrawal (IDCW) receipts from PPFAS Mutual Fund schemes in ITR-2 or ITR-3 Schedule OS, …
- How to set up SIP top-up on a PPFAS scheme
Step-by-step guide to registering an SIP top-up (also called step-up SIP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering annual versus …
- How to set up STP from PPFCF to Liquid Fund (and other PPFAS pairs)
Step-by-step guide to registering a Systematic Transfer Plan (STP) between two PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering …
- How to set up SWP on a PPFAS scheme
Step-by-step guide to registering a Systematic Withdrawal Plan (SWP) on a PPFAS Mutual Fund scheme via selfinvest.ppfas.com, covering source-scheme selection, …
- How to start a PPFCF SIP via SelfInvest portal
Step-by-step guide to registering a Systematic Investment Plan (SIP) in Parag Parikh Flexi Cap Fund through selfinvest.ppfas.com, covering scheme selection, …
- How to start an SIP in Parag Parikh ELSS Tax Saver Fund
Step-by-step guide to registering a Systematic Investment Plan in Parag Parikh ELSS Tax Saver Fund through selfinvest.ppfas.com, covering the Rs 500 minimum, …
- How to submit questions for the PPFAS Annual Unitholders' Meet
Step-by-step guide to submitting questions for the PPFAS Annual Unitholders' Meet Q&A session, covering the pre-event question-submission channels, the …
- How to switch between PPFAS schemes
Step-by-step guide to switching between Parag Parikh PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source and destination scheme selection, the …
- How to switch from PPFAS regular plan to direct plan
Step-by-step guide to switching units in a PPFAS Mutual Fund scheme from the regular plan to the direct plan through selfinvest.ppfas.com, covering the …
- How to transmit PPFAS units on a unit holder's death
Step-by-step guide to the transmission process for Parag Parikh PPFAS Mutual Fund units following the death of a unit holder, covering the three scenarios …
- How to update bank account on a PPFAS folio
Step-by-step guide to updating the registered bank account on a Parag Parikh PPFAS Mutual Fund folio through selfinvest.ppfas.com, covering documentary proof …
- How to use the PPFAS Liquid Fund Instant Access Facility
Step-by-step guide to using the T+0 Instant Access Facility (IAF) for emergency redemption from Parag Parikh Liquid Fund via selfinvest.ppfas.com or the PPFAS …
- How to use the SEBI ODR mechanism for PPFAS disputes
Step-by-step guide to using the SEBI Online Dispute Resolution (smartODR) mechanism for disputes involving Parag Parikh PPFAS Mutual Fund, covering the smartODR …
- How to watch the PPFAS Annual Unitholders' Meet livestream
Step-by-step guide to watching the live broadcast of the Parag Parikh PPFAS Mutual Fund Annual Unitholders' Meet (AUM) on the PPFAS YouTube channel, covering …
- PPFAS CashFlex
Encyclopedic reference on PPFAS CashFlex, the dedicated mobile application launched on 21 June 2024 by PPFAS Mutual Fund for short-term cash management through …
- PPFAS Knowledge Centre
Encyclopedic reference on the PPFAS Knowledge Centre, the investor-education and content surface maintained by PPFAS Mutual Fund at …
- PPFAS Mutual Fund knowledge base
Table of contents for the v2.webnotes.in encyclopedia of PPFAS Mutual Fund: 200+ articles spanning the AMC's history, the seven active schemes, the …
- Aishwarya Dhar
Encyclopedic biographical reference on Aishwarya Dhar, Fund Manager (Debt) at PPFAS Asset Management Private Limited, the AMC of PPFAS Mutual Fund. Covers her …
- Alphabet (Google) at PPFCF
Alphabet Inc., the parent of Google, has been a foundational international holding of the Parag Parikh Flexi Cap Fund since the early years of the scheme. PPFAS …
- Amazon at PPFCF
Amazon.com Inc. has been one of the largest international holdings of the Parag Parikh Flexi Cap Fund. During a disclosure period in 2025 it was the top equity …
- Bajaj Holdings at PPFCF
Bajaj Holdings and Investment Limited has been a long-running anchor of the Parag Parikh Flexi Cap Fund (PPFCF), providing diversified financial-sector exposure …
- Behavioural finance influence at PPFAS
Encyclopedic reference on the behavioural finance influence at PPFAS Mutual Fund. Traces the influence from Daniel Kahneman and Amos Tversky's …
- Berkshire Hathaway class B at PPFCF (historic)
Berkshire Hathaway class B shares have appeared periodically in the foreign-equity sleeve of the Parag Parikh Flexi Cap Fund. The holding has been more symbolic …
- Cash holdings as portfolio tool at PPFAS
Encyclopedic reference on the willingness of PPFAS Mutual Fund to hold material cash positions in the Parag Parikh Flexi Cap Fund when valuations are …
- Cipla at PPFCF
Cipla Limited has been a periodic pharmaceutical holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS thesis on the Indian pharma …
- Coal India at PPFCF
Coal India Limited has become a top-three equity holding of the Parag Parikh Flexi Cap Fund (PPFCF), at 5.95 per cent of net assets in the April 2026 factsheet. …
- Contrarian investing at PPFAS
Encyclopedic reference on contrarian investing as practised at PPFAS Mutual Fund. Explains the willingness to buy when market sentiment is negative, to hold …
- Equity culture advocacy at PPFAS
Encyclopedic reference on the equity culture advocacy programmes operated by PPFAS Mutual Fund. Covers the Investor Education Programmes, the Financial …
- Focused portfolio approach at PPFAS
Encyclopedic reference on the focused portfolio approach at PPFAS Mutual Fund. Explains the 25 to 37 stock portfolio construction at the Parag Parikh Flexi Cap …
- HCL Technologies at PPFCF
HCL Technologies Limited has been a periodic Indian-IT-services holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS thesis on …
- HDFC Bank at PPFCF
HDFC Bank Limited has been a long-running domestic anchor of the Parag Parikh Flexi Cap Fund and emerged as the top equity holding in the April 2026 factsheet …
- History of PPFAS (1979 to present)
Encyclopedic narrative history of Parag Parikh Financial Advisory Services and PPFAS Mutual Fund from the 1979 founding of the broking practice by Parag Parikh …
- ICICI Bank at PPFCF
ICICI Bank Limited has been a long-running domestic holding of the Parag Parikh Flexi Cap Fund, complementary to the HDFC Bank position within the …
- Infosys at PPFCF
Infosys Limited has been a periodic Indian-IT-services holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS thesis on Indian IT …
- International diversification at PPFAS
Encyclopedic reference on the international diversification doctrine of PPFAS Mutual Fund, the distinctive investment-philosophy provision permitting the Parag …
- Intrinsic value estimation methodology at PPFAS
Encyclopedic reference on the intrinsic value estimation methodology used at PPFAS Mutual Fund. Covers discounted cash flow analysis, multiple cross-checks, …
- IPCA Laboratories at PPFCF
IPCA Laboratories Limited has been a periodic pharmaceutical mid-cap holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS thesis …
- ITC at PPFCF
ITC Limited has been one of the most consequential domestic equity holdings of the Parag Parikh Flexi Cap Fund (PPFCF). During one disclosure period in 2025 ITC …
- Kotak Mahindra Bank at PPFCF
Kotak Mahindra Bank Limited has been a periodic significant banking holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS …
- Low portfolio turnover discipline at PPFAS
Encyclopedic reference on the low portfolio turnover discipline at PPFAS Mutual Fund, the structural operational characteristic of the Parag Parikh Flexi Cap …
- Mahindra and Mahindra at PPFCF
Mahindra and Mahindra Limited has been a periodic holding of the Parag Parikh Flexi Cap Fund (PPFCF), providing auto-sector and conglomerate exposure. The …
- Mansi Kariya
Encyclopedic biographical reference on Mansi Kariya, Co-Fund Manager (Debt) at PPFAS Asset Management Private Limited, the AMC of PPFAS Mutual Fund. Covers her …
- Margin of safety doctrine at PPFAS
Encyclopedic reference on the margin of safety doctrine as applied at PPFAS Mutual Fund. Traces the principle from Benjamin Graham's Security Analysis and The …
- Maruti Suzuki at PPFCF
Maruti Suzuki India Limited has been a periodic significant holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS thesis on …
- Meta Platforms at PPFCF
Meta Platforms Inc., formerly known as Facebook, has been one of the four foreign-equity anchors of the Parag Parikh Flexi Cap Fund. PPFAS Mutual Fund initiated …
- Microsoft at PPFCF
Microsoft Corporation has been one of the most enduring foreign-equity holdings of the Parag Parikh Flexi Cap Fund. PPFAS Mutual Fund initiated the position …
- Neil Parikh
Encyclopedic biographical reference on Neil Parag Parikh, the Chairman and Chief Executive Officer of PPFAS Asset Management Private Limited (the AMC of PPFAS …
- Neil Parikh Public Speaking and Interviews
Encyclopedic reference on the public-speaking and interview activity of Neil Parag Parikh, Chairman and CEO of PPFAS Mutual Fund. Covers his hosting of the …
- Notable PPFAS Alumni
Encyclopedic reference on notable alumni of PPFAS Mutual Fund and the broader Parag Parikh franchise, including past fund managers, analysts and operational …
- Notable PPFAS exits
Encyclopedic reference on notable position exits from the Parag Parikh Flexi Cap Fund (PPFCF) portfolio over the years. Covers the principal reasons for PPFAS …
- Owner-mindset doctrine at PPFAS
Encyclopedic reference on the owner-mindset doctrine as practised at PPFAS Mutual Fund. Explains the principle that equity ownership is fractional ownership of …
- Parag Parikh Arbitrage Fund
Encyclopedic reference on the Parag Parikh Arbitrage Fund, the open-ended arbitrage scheme of PPFAS Mutual Fund launched on 27 October 2023 after a 23 to 27 …
- Parag Parikh Arbitrage Fund Taxation
Encyclopedic reference on the taxation of the Parag Parikh Arbitrage Fund. Covers the equity-equivalent tax treatment despite low net equity risk, the Section …
- Parag Parikh Conservative Hybrid Fund
Encyclopedic reference on the Parag Parikh Conservative Hybrid Fund, the open-ended conservative hybrid scheme of PPFAS Mutual Fund launched on 28 May 2021 …
- Parag Parikh Conservative Hybrid Fund Taxation
Encyclopedic reference on the taxation of the Parag Parikh Conservative Hybrid Fund. Covers the hybrid scheme tax treatment based on equity-versus-debt …
- Parag Parikh Dynamic Asset Allocation Fund
Encyclopedic reference on the Parag Parikh Dynamic Asset Allocation Fund (PPDAAF), the open-ended balanced advantage scheme of PPFAS Mutual Fund launched on 22 …
- Parag Parikh ELSS Tax Saver Fund
Encyclopedic reference on the Parag Parikh ELSS Tax Saver Fund, the open-ended equity-linked savings scheme of PPFAS Mutual Fund launched on 4 July 2019 …
- Parag Parikh ELSS Tax Saver Fund and Section 80C Eligibility
Encyclopedic reference on the Section 80C eligibility of the Parag Parikh ELSS Tax Saver Fund. Covers the three-year statutory lock-in, the up-to Rs 1.5 lakh …
- Parag Parikh ELSS vs Axis, Mirae and Quant ELSS
A factual comparison of the Parag Parikh ELSS Tax Saver Fund with peer Equity Linked Savings Schemes from Axis Mutual Fund, Mirae Asset Mutual Fund and Quant …
- Parag Parikh family and Neil's accession
Encyclopedic reference on the Parag Parikh family within PPFAS Mutual Fund, the founder Parag Parikh (1954 to 3 May 2015), his wife Geeta Parikh (severely …
- Parag Parikh Financial Advisory Services Limited
Encyclopedic reference on Parag Parikh Financial Advisory Services Limited (PPFAS Ltd), the original 1979-founded broking and advisory firm incorporated on 12 …
- Parag Parikh Large Cap Fund
Encyclopedic reference on the Parag Parikh Large Cap Fund (PPLCF), the open-ended large cap scheme of PPFAS Mutual Fund launched on 4 February 2026 (allotment) …
- Parag Parikh Liquid Fund
Encyclopedic reference on the Parag Parikh Liquid Fund, the open-ended liquid scheme of PPFAS Mutual Fund launched on 9 May 2018, benchmarked to the CRISIL …
- Parag Parikh Liquid Fund Tax Treatment
Encyclopedic reference on the tax treatment of the Parag Parikh Liquid Fund. Covers the debt-oriented mutual fund tax framework, the Finance Act 2023 …
- Parag Parikh's Columns and Writings (Archive)
Encyclopedic reference on the archive of columns and writings by Parag Parikh, founder of PPFAS Mutual Fund, principally his Business Standard columns, DNA …
- Persistent Systems at PPFCF
Persistent Systems Limited has been a periodic mid-cap IT holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS thesis on …
- Power Grid Corporation at PPFCF
Power Grid Corporation of India Limited has become a top-three equity holding of the Parag Parikh Flexi Cap Fund (PPFCF), at 6.99 per cent of net assets in the …
- PPFAS AMC board of directors
Encyclopedic reference on the Board of Directors of PPFAS Asset Management Private Limited, the AMC of PPFAS Mutual Fund. Covers the board composition under the …
- PPFAS annual letter to unitholders tradition
Encyclopedic reference on the PPFAS Mutual Fund annual letter to unitholders tradition. Covers the Buffett-style annual letter from Chairman and Chief Executive …
- PPFAS Annual Unitholders' Meet
Encyclopedic reference on the PPFAS Annual Unitholders' Meet, the Berkshire Hathaway annual general meeting style yearly open meeting held by PPFAS Mutual Fund …
- PPFAS approach to corporate governance
Encyclopedic reference on the PPFAS Mutual Fund approach to corporate governance of portfolio companies. Covers the voting policy framework disclosed in the …
- PPFAS approach to GIFT City and overseas-investing structures
Encyclopedic reference on the PPFAS approach to GIFT City IFSC (International Financial Services Centres Authority) and overseas-investing structures beyond the …
- PPFAS approach to IPOs and new listings
Encyclopedic reference on the PPFAS Mutual Fund approach to initial public offerings (IPOs) and new equity listings. Covers the cautious overall stance toward …
- PPFAS approach to small-cap and micro-cap allocation
Encyclopedic reference on the PPFAS Mutual Fund approach to small-cap and micro-cap equity allocation. Covers the Flexi Cap regulatory framework that permits …
- PPFAS Asset Management Private Limited
Encyclopedic reference on PPFAS Asset Management Private Limited (PPFAS AMC), the SEBI-registered asset management company that operates PPFAS Mutual Fund. …
- PPFAS branch and Investor Service Centre locations
Encyclopedic reference on PPFAS Mutual Fund Investor Service Centre (ISC) and branch locations across India. Covers the Mumbai headquarters at Sakhar Bhavan in …
- PPFAS custodian, RTA and auditor relationships
Encyclopedic reference on the third-party service providers retained by PPFAS Mutual Fund, covering Deutsche Bank AG Mumbai branch as custodian, Computer Age …
- PPFAS customer service and grievance redressal
Encyclopedic reference on PPFAS Mutual Fund customer service and grievance redressal framework. Covers the toll-free customer support at 1800 266 7790, the …
- PPFAS Direct vs Regular Plan
Encyclopedic reference on the structural and economic differences between the Direct Plan and the Regular Plan for each of the seven active schemes of PPFAS …
- PPFAS Distribution Channels Overview
Encyclopedic reference on the distribution architecture of PPFAS Mutual Fund, covering the direct route via selfinvest.ppfas.com, registrar-led acceptance …
- PPFAS Distributor Channel History
Encyclopedic reference on the evolution of distributor channels for PPFAS Mutual Fund from the 2013 launch of Parag Parikh Long Term Value Fund through to 2026, …
- PPFAS Dynamic Asset Allocation Fund vs other Balanced Advantage Funds
Encyclopedic comparison reference on the Parag Parikh Dynamic Asset Allocation Fund (PPDAAF) versus other major Indian Balanced Advantage Funds (BAFs) from …
- PPFAS Engagement with FinTwit and Personal-Finance Creators
Encyclopedic reference on the engagement between PPFAS Mutual Fund and the Indian FinTwit (financial Twitter/X) and personal-finance creator ecosystem, …
- PPFAS Exit Load Structure
Encyclopedic reference on the exit-load structure across the seven active schemes of PPFAS Mutual Fund, covering the two-tier exit load applicable to Parag …
- PPFAS flagship rename history: PPLTVF to PPLTEF to PPFCF
Encyclopedic reference on the two name and category changes of the PPFAS Mutual Fund flagship equity scheme: from Parag Parikh Long Term Value Fund (PPLTVF, …
- PPFAS folio number convention and KYC requirements
Encyclopedic reference on the folio number convention and Know Your Customer (KYC) requirements for PPFAS Mutual Fund. Covers the CAMS-issued folio number …
- PPFAS for NRIs
Encyclopedic reference on the PPFAS Mutual Fund framework for Non-Resident Indian (NRI) investors. Covers the regulatory framework under FEMA and the SEBI …
- PPFAS foreign core rationale: Alphabet, Microsoft, Meta, Amazon
Encyclopedic reference on the PPFAS Mutual Fund rationale for concentrating its overseas equity allocation in a small core of US-listed mega-cap technology and …
- PPFAS Group Structure
Encyclopedic reference on the corporate and ownership structure of the PPFAS group, covering the unlisted public limited company Parag Parikh Financial Advisory …
- PPFAS investment philosophy
Encyclopedic reference on the investment philosophy of PPFAS Mutual Fund, the distinctive value-investing and behavioural-finance framework articulated by …
- PPFAS Investor Desk Content Portal
Encyclopedic reference on the PPFAS Investor Desk content portal at amc.ppfas.com/investor-desk/, the public-facing investor-services and content section of the …
- PPFAS Investor Education Programme
Encyclopedic reference on the PPFAS investor education programme, the investor-education and equity-culture advocacy activity organised by PPFAS Asset …
- PPFAS Large Cap Fund vs Nifty 100 index funds
Encyclopedic comparison reference on the Parag Parikh Large Cap Fund (PPLCF) versus passive Nifty 100 index funds for cost-conscious large-cap investors. Covers …
- PPFAS Minimum SIP and Lump-Sum Amounts per Scheme
Encyclopedic reference on the minimum systematic investment plan (SIP) and lump-sum subscription amounts applicable to each of the seven active PPFAS Mutual …
- PPFAS Monthly Factsheet
Encyclopedic reference on the PPFAS Mutual Fund monthly factsheet, a long-form investor-communication publication issued by PPFAS Asset Management Private …
- PPFAS NAV publication timing and cut-off rules
Encyclopedic reference on the Net Asset Value (NAV) publication timing and cut-off rules for PPFAS Mutual Fund schemes. Covers daily NAV publication at …
- PPFAS office and team structure
Encyclopedic reference on the office and team structure of PPFAS Mutual Fund, covering the Sakhar Bhavan headquarters at Nariman Point Mumbai, the thirteen …
- PPFAS philosophy vs HDFC AMC philosophy
A factual comparison of the explicit value-investing philosophy of PPFAS Mutual Fund with the growth-oriented large-AMC-scale philosophy of HDFC Mutual Fund, …
- PPFAS philosophy vs ICICI Prudential AMC philosophy
A factual comparison of the explicit value-investing behavioural-finance philosophy of PPFAS Mutual Fund with the multi-strategy quantitative-framework approach …
- PPFAS Podcast and Interview Appearances
Encyclopedic reference on PPFAS Mutual Fund podcast and interview appearances featuring Rajeev Thakkar, Neil Parag Parikh and Raunak Onkar across Indian …
- PPFAS Press Coverage
Encyclopedic reference on the press coverage of PPFAS Mutual Fund in the Indian business press and broadcast media, including the prominent characterisation by …
- PPFAS Regulatory Filings and Disclosures
Encyclopedic reference on the regulatory filings and ongoing disclosures published by PPFAS Mutual Fund under the SEBI Mutual Funds Regulations 1996, covering …
- PPFAS Scheme Benchmark Registry
Encyclopedic registry of the benchmark indices used by each scheme of PPFAS Mutual Fund. Covers the seven open-ended schemes of the AMC: Parag Parikh Flexi Cap …
- PPFAS scheme classification under SEBI October 2017 categorisation
Encyclopedic reference on the PPFAS Mutual Fund scheme classification under the SEBI October 2017 scheme rationalisation and categorisation framework. Covers …
- PPFAS Scheme Launch Timeline 2013 to 2026
Encyclopedic chronological reference on the scheme-launch timeline of PPFAS Mutual Fund from 24 May 2013 to 4 February 2026, covering the launch of Parag Parikh …
- PPFAS Schemes on Third-Party Platforms
Encyclopedic reference on the availability of PPFAS Mutual Fund schemes through third-party platforms in the Indian retail-investor ecosystem, including Zerodha …
- PPFAS SEBI overseas investment cap incident (January to June 2022)
Encyclopedic reference on the January to June 2022 SEBI overseas-investment-cap incident that materially affected the Parag Parikh Flexi Cap Fund (PPFCF). …
- PPFAS service standards and TAT
Encyclopedic reference on the service standards and turnaround times (TAT) for PPFAS Mutual Fund investor service requests. Covers the SEBI-prescribed and …
- PPFAS Sponsor Commitment and Skin in the Game
Encyclopedic reference on the sponsor commitment of Parag Parikh Financial Advisory Services Limited (PPFAS Ltd) to PPFAS Mutual Fund, the regulatory minimum …
- PPFAS stance on derivatives, futures and options
Encyclopedic reference on the deliberate stance at PPFAS Mutual Fund against the use of directional futures and options in equity-oriented schemes. Covers the …
- PPFAS stance on not chasing AUM
Encyclopedic reference on the PPFAS Mutual Fund stance of not chasing assets under management, covering the deliberately small scheme portfolio, the 2 February …
- PPFAS TER History per Scheme
Encyclopedic reference on the total expense ratio (TER) history across the seven active schemes of PPFAS Mutual Fund, covering the SEBI Regulation 52 maximum …
- PPFAS Trustee Company directors
Encyclopedic reference on the directors of PPFAS Trustee Company Private Limited, the trustee entity of PPFAS Mutual Fund. Covers the board composition under …
- PPFAS Trustee Company Private Limited
Encyclopedic reference on PPFAS Trustee Company Private Limited, the trustee entity of PPFAS Mutual Fund (CIN U65100MH2011PTC221203). Covers the trustee …
- PPFAS Twitter/X Presence
Encyclopedic reference on the Twitter/X presence of PPFAS Mutual Fund, operating under the handle @PPFAS at x.com/PPFAS. Covers content patterns, engagement …
- PPFAS view on banking and financials
Encyclopedic reference on the PPFAS Mutual Fund approach to Indian banking and financial-services equity investing. Covers the long-running positions in HDFC …
- PPFAS view on consumption stocks
Encyclopedic reference on the PPFAS Mutual Fund approach to Indian consumption-sector equity investing. Covers the long-running contrarian-build ITC position, …
- PPFAS view on Indian PSUs
Encyclopedic reference on the PPFAS Mutual Fund approach to Indian Public Sector Undertaking (PSU) equities. Covers the contrarian build of PSU positions during …
- PPFAS view on technology stocks
Encyclopedic reference on the PPFAS Mutual Fund approach to technology-sector equity investing. Covers the foreign-core technology allocation in Alphabet, …
- PPFAS vs Marcellus PMS
A factual comparison of PPFAS Mutual Fund and Marcellus Investment Managers (PMS), covering the structural difference between a mutual fund AMC and a portfolio …
- PPFAS vs Motilal Oswal Mutual Fund
A factual comparison of PPFAS Mutual Fund and Motilal Oswal Mutual Fund, two AMCs with focused-portfolio approaches in the Indian mutual fund industry, …
- PPFAS vs Quant Mutual Fund
A factual comparison of PPFAS Mutual Fund and Quant Mutual Fund, two AMCs with structurally opposite investment approaches operating in the Indian mutual fund …
- PPFAS vs Quantum Mutual Fund
A factual comparison of PPFAS Mutual Fund and Quantum Mutual Fund as two of India's most prominent boutique value-oriented asset management companies, …
- PPFAS YouTube Channel
Encyclopedic reference on the PPFAS Mutual Fund YouTube channel, the audio-visual content platform operated by PPFAS Asset Management Private Limited at …
- PPFCF AUM trajectory
Encyclopedic reference on the assets under management (AUM) growth trajectory of the Parag Parikh Flexi Cap Fund (PPFCF) from approximately Rs 5 crore at the 24 …
- PPFCF benchmark mismatch debate (vs Nifty 500 TRI)
Encyclopedic reference on the benchmark-mismatch debate for the Parag Parikh Flexi Cap Fund (PPFCF) regarding the appropriateness of the Nifty 500 TRI benchmark …
- PPFCF contrarian turnaround case studies
Encyclopedic composite reference on contrarian turnaround case studies in the Parag Parikh Flexi Cap Fund (PPFCF) portfolio. Covers the structural …
- PPFCF International Allocation: Tax Implications
Encyclopedic reference on the tax implications of the Parag Parikh Flexi Cap Fund (PPFCF) international equity allocation. Covers the preservation of the 65 per …
- PPFCF vs HDFC Flexi Cap Fund
A factual comparison of the Parag Parikh Flexi Cap Fund (PPFCF) and the HDFC Flexi Cap Fund, two of the largest flexi cap mutual funds in India, covering assets …
- PPFCF vs international FoFs for global exposure
A factual comparison of the Parag Parikh Flexi Cap Fund (PPFCF) and international Fund-of-Fund (FoF) products such as S&P 500 FoF and Nasdaq 100 FoF as …
- PPFCF vs Kotak Flexi Cap Fund
A factual comparison of the Parag Parikh Flexi Cap Fund (PPFCF) and the Kotak Flexi Cap Fund, covering value investing versus growth orientation, overseas …
- PPFCF vs Quant Flexi Cap Fund
A factual comparison of the Parag Parikh Flexi Cap Fund (PPFCF) and the Quant Flexi Cap Fund, contrasting a long-term value-investing approach with low …
- PPFCF vs SBI Flexi Cap Fund
A factual comparison of the Parag Parikh Flexi Cap Fund (PPFCF) and the SBI Flexi Cap Fund, contrasting a focused value-investing scheme with up to 35 per cent …
- PPFCF vs the multi-cap category
A factual comparison of the Parag Parikh Flexi Cap Fund (PPFCF) and the SEBI multi-cap mutual fund category, covering the September 2020 multi-cap allocation …
- Raj Mehta
Encyclopedic biographical reference on Raj Mehta, Executive Vice President and Fund Manager (Debt) at PPFAS Asset Management Private Limited, the AMC of PPFAS …
- Rajeev Thakkar
Encyclopedic biographical reference on Rajeev Thakkar, Chief Investment Officer (Equity) and Director of PPFAS Asset Management Private Limited, and the lead …
- Rajeev Thakkar Public Talks and Interviews
Encyclopedic reference on the public talks and interviews of Rajeev Thakkar, Chief Investment Officer (Equity) and Director of PPFAS Mutual Fund. Covers his …
- Raunak Onkar
Encyclopedic biographical reference on Raunak Onkar, Head of Research at PPFAS Asset Management Private Limited and co-fund manager of the Parag Parikh Flexi …
- Raunak Onkar Public Engagement and Research Output
Encyclopedic reference on the public engagement and research output of Raunak Onkar, Head of Research and co-fund manager of the Parag Parikh Flexi Cap Fund at …
- Rukun Tarachandani
Encyclopedic biographical reference on Rukun Tarachandani, Executive Vice President and Fund Manager (Equity) at PPFAS Asset Management Private Limited, the AMC …
- selfinvest.ppfas.com investor self-service portal
Encyclopedic reference on PPFAS SelfInvest, the investor self-service portal at selfinvest.ppfas.com operated by PPFAS Mutual Fund. Covers the web and mobile …
- Sundaram Finance at PPFCF (historic)
Sundaram Finance Limited was a periodic significant NBFC holding of the Parag Parikh Flexi Cap Fund (PPFCF) in earlier years, before a subsequent exit pattern. …
- Tax-aware portfolio management at PPFAS
Encyclopedic reference on tax-aware portfolio management as practised at PPFAS Mutual Fund. Covers the low turnover discipline (typically below 25 per cent …
- Taxation of Parag Parikh Flexi Cap Fund (PPFCF)
Encyclopedic reference on the taxation of the Parag Parikh Flexi Cap Fund (PPFCF). Covers the equity-oriented mutual fund tax classification under Section …
- TCS at PPFCF
Tata Consultancy Services Limited has been a periodic Indian-IT-services holding of the Parag Parikh Flexi Cap Fund (PPFCF). The position reflects the PPFAS …
- Tejas Soman
Encyclopedic biographical reference on Tejas Soman, Fund Manager (Debt) at PPFAS Asset Management Private Limited, the AMC of PPFAS Mutual Fund. Covers his …
- Value Investing and Behavioral Finance (2009) by Parag Parikh
Encyclopedic reference on Value Investing and Behavioral Finance: Insights into Indian Stock Market Realities (2009) by Parag Parikh, published by Tata …
- Value investing at PPFAS
Encyclopedic reference on value investing as practised at PPFAS Mutual Fund. Traces the doctrine from Benjamin Graham's Security Analysis and The Intelligent …
- Why PPFAS Does Not Run Sectoral, Thematic, Close-Ended or SIF Schemes
Encyclopedic reference on the strategic decision by PPFAS Mutual Fund not to launch sectoral funds, thematic funds, close-ended funds, fund-of-funds, …
- Why PPFAS launched a semi-passive Large Cap Fund
Encyclopedic reference on the rationale for the February 2026 launch of the Parag Parikh Large Cap Fund (PPLCF) by PPFAS Mutual Fund. Covers the New Fund Offer …