Parag Parikh Long Term Equity Fund - Growth - Direct Plan

Other Plans and Options
  • 0.19 %Nav, as on 13-12-2019

  • Previous Nav

  • Net Change on 13-12-2019

  • PersonalFN Rating

    Parag Parikh Long Term Equity Fund - Growth - Direct Plan 5 PersonalFN

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the Scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and Equity Related Securities.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Parag Parikh Long Term Equity Fund - Direct Plan - Growth 0.23 4.30 12.76 13.74 11.98 16.57
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY 500 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE SENSEX - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Parag Parikh Long Term Equity Fund - Direct Plan - Growth May 28, 2013 12.76 13.74 11.98 1.18 2,480.49
Kotak Standard Multicap Fund - Growth - Direct Jan 01, 2013 13.75 15.24 12.45 0.87 29,095.76
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 8.98 11.81 8.36 1.26 23,674.08
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 9.41 12.00 11.67 0.99 11,857.60
Franklin India Equity Fund - Direct - Growth Jan 01, 2013 4.66 9.18 8.73 0.98 11,458.61
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option Jan 01, 2013 3.31 11.54 6.72 1.31 10,378.99

Fund Holdings as on 30-November-2019

  • Alphabet Inc.

  • HDFC Bank Ltd.

  • Bajaj Holdings & Investment Ltd.

  • ICICI Bank Ltd.

  • Amazon.Com Inc

  • Axis Bank Ltd.

  • Facebook Inc

  • Suzuki Motor Corporation *

  • Persistent Systems Ltd.

  • Hero MotoCorp Ltd.

  • Mphasis Ltd.

  • TREPS 02-Dec-2019

  • Housing Development Finance Corporation Ltd.

  • Balkrishna Industries Ltd.

  • Zydus Wellness Ltd.

  • Nestle SA *

  • Mahindra Holidays & Resorts India Ltd.

  • Lupin Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • 3M Co

  • Cadila Healthcare Ltd.

  • Central Depository Services (I) Ltd.

  • Tata Steel Ltd.

  • Indraprastha Gas Ltd.

  • 5.95% HDFC Bank Ltd. (Duration 91 Days)

  • IPCA Laboratories Ltd.

  • ICRA Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • State Bank of India

  • 5.25% HDFC Bank Ltd. (Duration 91 Days)

  • Net Receivable / Payable

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  • Miscellaneous

  • Bank - Private

  • Finance - NBFC

  • IT - Software

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Finance - Housing

  • Tyres & Allied

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Steel & Iron Products

  • Industrial Gases & Fuels

  • Ratings

  • Bank - Public

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About Parag Parikh Long Term Equity Fund

Scheme Analysis

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap Fund fund and belongs to PPFAS Mutual Fund. It was launched on 28-May-2013 and currently has an AUM of ₹2,480.49 crore. Parag Parikh Long Term Equity Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY 500 - TRI as primary index and S&P BSE SENSEX - TRI as secondary index.

The NAV of Parag Parikh Long Term Equity Fund ended up ₹0.05(0.19%)yesterday to ₹27.29.

Among its top 3 holdings the fund has exposure to Alphabet Inc., HDFC Bank Ltd. and Bajaj Holdings & Investment Ltd.

The Parag Parikh Long Term Equity Fund is managed by Rajeev Thakkar and Raunak Onkar.

Fund House Contact

Great Western Building, 1st Floor, 130/132, S.B.S. Marg, Opp. Lion Gate, Fort, Mumbai - 400001

022-61406555
swapnil@ppfas.com
022-61406590
amc.ppfas.com

Fund Manager

  • Education:B. Com. (Bombay University),CA,CFA Charter Holder,Grad ICWA
  • Experience:18 Years
  • Basic Details:Rajeev Thakkar's has over 18 years' experience in various segments of the financial markets such as investment banking, corporate finance, securities broking and fund management.His fund management career commenced in 2003 when he was appointed the Fund Manager for PPFAS Portfolio Management Service's flagship scheme titled "Cognito".
  • Funds Managed:
  • Parag Parikh Long Term Equity Fund
  • Parag Parikh Tax Saver Fund
  • Parag Parikh Tax Saver Fund
  • Education:Bsc. IT (Bombay University), MMS- Finance (Bombay University)
  • Experience:3 Years
  • Basic Details:Mr. Raunak Onkar heads the Research department.His prior assignments include being a Research Analyst at PPFAS Limited. He started his career at PPFAS as part of his internship during MBA. He holds an MMS (Finance) degree from the University of Mumbai.
  • Funds Managed:
  • Parag Parikh Long Term Equity Fund
  • Parag Parikh Tax Saver Fund
  • Parag Parikh Tax Saver Fund

  • ADRs & GDRs

  • Cash

  • Deposits

  • Equity

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