Articles tagged “Rajeev Thakkar”
61 articles.
2026 (61)
- 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.
- 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.
- 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 …
- 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 investment philosophy
The PPFAS investment philosophy: the value-investing rules in the Parag Parikh Flexi Cap Fund SID and how they show in its September 2026 portfolio and cash.
- 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 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 …
- 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 …
- 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 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 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 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 …
- 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 …
- 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 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 …
- 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 …
- 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 …
- 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 …
- Rajeev Thakkar
Rajeev Thakkar is Chief Investment Officer and Equity Fund Manager at PPFAS Mutual Fund. Covers career, fund management approach, and industry contribution …
- 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 …
- 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 …
- 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 …
- 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 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 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 Monthly Factsheet
Encyclopedic reference on the PPFAS Mutual Fund monthly factsheet, a long-form investor-communication publication issued by PPFAS Asset Management Private …
- 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 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, …
- 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 …
- 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 …