Articles tagged “PPFAS Mutual Fund”

71 articles.

2026 (71)

  • Parag Parikh ELSS Tax Saver Fund

    Parag Parikh ELSS Tax Saver Fund, PPFAS's ELSS since 24 July 2019: Rs 5,400.57 crore AUM, three-year lock-in, and the section 123 deduction of the 2025 Act.

  • Parag Parikh Flexi Cap Fund

    Parag Parikh Flexi Cap Fund: mandate, Rs 1,45,070 crore AUM, holdings, returns against Nifty 500 TRI, expense ratio, exit load, tax and renames, to Sept 2026.

  • Parag Parikh Liquid Fund

    Parag Parikh Liquid Fund: A-I risk class, Rs 5,228 crore AUM, 0.09 per cent direct TER, graded exit load, 1.30 pm cut-off, instant access and tax, Sept 2026.

  • PPFAS Mutual Fund

    PPFAS Mutual Fund, the AMC behind Parag Parikh Flexi Cap Fund: SEBI registration, sponsor, leadership, seven schemes, AUM to September 2026 and its history.

  • 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 …

  • 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. In August 2020 it was the top equity holding at 8.51 per …

  • 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 …

  • 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)

    History of PPFAS from Parag Parikh's 1979 start as a sub-broker to a Rs 1.48 lakh crore mutual fund in 2026: sponsor, Cognito PMS, schemes, 2015 succession.

  • 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 …

  • 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, …

  • 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 …

  • 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 …

  • 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 …

  • PPFAS foreign core rationale: Alphabet, Microsoft, Meta, Amazon

    Why the Parag Parikh Flexi Cap Fund holds Alphabet, Meta, Microsoft and Amazon: PPFAS's stated reasons, every foreign stock held since 2013, and the limits.

  • PPFAS GIFT City funds: IFSC S&P 500 and Nasdaq 100 FoFs

    PPFAS's GIFT City arm: the IFSC S&P 500 and Nasdaq 100 FoFs, who can invest, the USD 500 minimum, costs, scheme-level tax, TCS under LRS and the NRI feeder.

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • Parag Parikh

    Encyclopedic biographical reference on Parag Parikh (1954-2015), Indian value-investor, founder of Parag Parikh Financial Advisory Services Limited (PPFAS) in …

  • Parag Parikh Arbitrage Fund

    Parag Parikh Arbitrage Fund: allotted 2 November 2023, Rs 2,750 crore AUM and 0.19% direct TER in September 2026, equity taxation, how arbitrage works.

  • 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

    Parag Parikh Conservative Hybrid Fund: allotted 26 May 2021, Rs 3,454 crore AUM, 0.24% direct TER, taxed at slab as a specified fund, portfolio and returns.

  • 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

    Parag Parikh Dynamic Asset Allocation Fund: Rs 2,533 crore AUM, 22.45% equity, 0.23% direct TER, taxed 12.5% after 24 months, managers and returns, Sept 2026.

  • 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 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 …

  • Rajeev Thakkar

    Encyclopedic biographical reference on Rajeev Thakkar, Chief Investment Officer (Equity) and Director of PPFAS Asset Management Private Limited, and the lead …

  • Rukun Tarachandani

    Encyclopedic biographical reference on Rukun Tarachandani, Executive Vice President and Fund Manager (Equity) at PPFAS Asset Management Private Limited, the AMC …

  • Stocks to Riches (2005) by Parag Parikh

    Encyclopedic reference on Stocks to Riches: Insights on Investor Behaviour, the 2005 book by Parag Parikh published by Tata McGraw-Hill Education. Covers the …

  • 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 …

  • 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 …

  • 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. …

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • Parag Parikh Large Cap Fund

    Parag Parikh Large Cap Fund: Nifty 100 TRI mandate, Rs 866 crore AUM, holdings, returns, 0.14% direct expense ratio, nil exit load, managers and tax, Sept 2026.

  • 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 flagship rename history: PPLTVF to PPLTEF to PPFCF

    The four names of Parag Parikh Flexi Cap Fund from 2013 to 2021: the 2016 rebrand, the 2018 multi cap and 2021 flexi cap moves, SEBI circulars and exit window.

  • 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. …

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • Boutique AMC concept in India

    Encyclopedic reference on the boutique AMC concept in the Indian mutual fund industry, covering PPFAS Mutual Fund, Quantum Mutual Fund, Quant Mutual Fund, …

  • 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 …

  • 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 …

  • 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 …

  • 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 …

  • 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 Monthly Factsheet

    Encyclopedic reference on the PPFAS Mutual Fund monthly factsheet, a long-form investor-communication publication issued by PPFAS Asset Management Private …

  • 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 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 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, …

  • 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 …

  • 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 …