PPFAS Mutual Fund - Fund Manager
Qualification: B.Com & M.Com (Mumbai University)Chartered Accountant, CFA Level III Pass. . Experience:Mr. Mehta is a B.Com and M.Com from Mumbai University, CA and CFA Level III Pass. Prior to joining PPFAS AMC as a Research Analyst he was associated with the AMC as an intern since 2012. He has collectively over 3 years of experience in investment research.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Parag Parikh Flexi Cap Fund (G) | Equity: Flexi Cap | 75956.22 |
Parag Parikh Liquid Fund - Regular (G) | Debt: Liquid | 2245.78 |
Parag Parikh ELSS Tax Saver Fund (G) | Equity: ELSS | 4016.58 |
Parag Parikh Conservative Hybrid Fund (G) | Hybrid: Conservative Hybrid | 2113.4 |
Parag Parikh Arbitrage Fund - Regular (G) | Hybrid: Arbitrage | 892.32 |
Parag Parikh Dynamic Asset Allocation Fund-Reg (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 888.24 |
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 888.24 |
Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 888.24 |
Parag Parikh Conservative Hybrid Fund (IDCW-M) | Hybrid: Conservative Hybrid | 2113.4 |
Parag Parikh Liquid Fund - Regular (IDCW-D) | Debt: Liquid | 2245.78 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Clearing Corporation of India Ltd | 10.70% |
| HDFC Bank Ltd | 7.78% |
| Power Grid Corporation of India Ltd | 6.43% |
| Bajaj Holdings & Investment Ltd | 6.12% |
| Coal India Ltd | 5.45% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund (G) | 3.53% | 7.83% | 12.62% | 35.51% | 17.47% | 25.9% | 20.04% |
| Parag Parikh Liquid Fund - Regular (G) | 0.55% | 1.68% | 3.45% | 6.92% | 5.63% | 4.84% | 5.14% |
| Parag Parikh ELSS Tax Saver Fund (G) | 4.59% | 11.41% | 13.62% | 33.83% | 19.67% | 24.69% | 24.35% |
| Parag Parikh Conservative Hybrid Fund (G) | 0.99% | 5.3% | 6.78% | 17.46% | 11.63% | N/A | 11.27% |
| Parag Parikh Arbitrage Fund - Regular (G) | 0.51% | 1.54% | 3.69% | N/A | N/A | N/A | 6.33% |
| Parag Parikh Dynamic Asset Allocation Fund-Reg (G) | 0.95% | 5.77% | 7.67% | N/A | N/A | N/A | 8.06% |
| Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Parag Parikh Dynamic Asset Allocation Fund-Reg (IDCW-M) RI | 0.29% | 4.73% | 5.29% | N/A | N/A | N/A | 5.67% |
| Parag Parikh Conservative Hybrid Fund (IDCW-M) | 0.99% | 4.61% | 5.17% | 13.56% | 10.36% | N/A | 10.11% |
| Parag Parikh Liquid Fund - Regular (IDCW-D) | 0.51% | 1.58% | 3.31% | 6.63% | 5.42% | 4.74% | 5.14% |
Fund Performance
Sector Weights
Aum Movement
Fund Manager History
