Guides
A growing collection of how-to guides and reference notes.
- 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 common mismatch types, the AIS feedback workflow, the authoritative-source hierarchy, and a worked reconciliation example.
- 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 amc.ppfas.com, structural patterns across years, recurring thematic arcs, and how the letter complements the monthly factsheet.
- 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 holdings publication on amc.ppfas.com, the top-10-holdings concentration, the Indian-versus-overseas split, the sectoral breakdown, the market-capitalisation distribution, and the change-over-time tracking.
- 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, Morningstar India, and CRISIL Risk and Return Analysis, covering rating methodology, the star-rating system, peer-comparison metrics, and the limitations of point-in-time ratings.
- 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 factsheet, AMFI industry data, and SEBI's monthly mutual fund disclosures, covering trend interpretation, peer-comparison context, and the no-chase-for-AUM stance.
- 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 scheme, top 10 holdings, sector and geographic allocation, fund manager commentary, NAV history, AUM, expense ratio, and how the factsheet differs from the PPFAS account statement.
- 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 pre-event reading, questions to think through, what to bring, attendee etiquette, and how to maximise the experience.
- 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 SEBI-prescribed pause-duration limits (1, 2, or 3 months on most AMCs), resumption mechanics, the distinction from SIP cancellation, and the choice between pause and skip.
- 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 verification, Aadhaar e-KYC, bank-account linkage, risk profiling, and account activation timelines.
- 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 date, the frequency, the tenure or end-date, the addition of a step-up rule, the mandate-ceiling implication, and the effective-date rules for each modification.
- 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 Indian personal-finance podcast platforms, covering the AMC's appearances on third-party podcasts and the audio version of YouTube content.
- 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 subscription to the PPFAS SelfInvest portal at selfinvest.ppfas.com, enabling direct-plan transactions on the same folio.
- 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 option selection, payment method, NAV cut-off applicability, allotment timeline, and confirmation flow.
- 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 genuinely helps and where it is just another aggregator login.
- 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 Account Number (CAN) onboarding, scheme selection, direct-versus-regular-plan flag, and the cross-AMC transaction architecture.
- 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 linkage, fresh purchase and SIP setup, and the comparison with the PPFAS SelfInvest direct portal.
- 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 work the same way regardless of which app you use.
- 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 one view, and where that helps or gets in the way for PPFAS investors specifically.
- 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 selfinvest.ppfas.com.
- 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 PPFAS's own commentary.
- 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 inside the Angel One demat account, and what each means for your folio view.
- 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 linkage, scheme selection, the demat-mode unit-holding model, lump-sum and SIP setup, and the comparison with the AMC-direct SelfInvest portal.
- 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 1:30 p.m. NAV cut-off, T+1 redemption framework, the Instant Access Facility, and the post-Finance-Act-2023 debt-MF taxation.
- 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 amc.ppfas.com, the total-return versus price-return distinction, benchmark comparison, rolling-return interpretation, and the limitations of NAV-based analysis for SIP and STP investors.
- 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 verification, content cadence, what to expect, and the appropriate-engagement guidelines.
- 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 Times, Business Standard, Business Today, Outlook Business, Cafemutual, and PrimeInvestor, plus archive-search techniques.
- 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 CG, covering the row entries, the FY 2024-25 pre-and-post-23-July rate periods, the set-off rules, and the AIS reconciliation.
- 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 (ISIN-wise) row entries, the FY 2024-25 pre-and-post-23-July split, the grandfathered-cost columns, and the AIS pre-fill versus manual override workflow.
- 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 the complaint formats, documentary evidence, SLA-bound resolution timelines, the role of the grievance redressal officer, and the next-level escalation paths.
- 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, covering the registration process, complaint format, SLA-bound resolution, and the SCORES-to-ODR escalation if needed.