Parag Parikh Long Term Equity Fund - Growth - Direct Plan

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  • Net Change on 23-09-2020

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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 -1.72 13.77 20.52 12.51 14.18 17.06
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 -1.97 6.89 -2.55 6.90 9.20 12.45

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 20.52 12.51 14.18 1.05 4,508.14
Kotak Standard Multicap Fund - Growth - Direct Jan 01, 2013 -1.58 3.53 9.75 0.73 29,714.07
HDFC Equity Fund -Direct Plan - Growth Option Dec 31, 2012 Unrated -11.85 -0.85 5.74 1.19 19,797.98
Motilal Oswal Multicap 35 Fund (MOF35)-Direct Plan-Growth Option Apr 28, 2014 Unrated -3.23 -0.64 8.63 0.79 11,239.87
Aditya Birla Sun Life Equity Fund - Growth - Direct Plan Jan 01, 2013 0.31 1.53 9.41 0.95 11,023.35
UTI - Equity Fund-Growth Option - Direct Jan 02, 2013 9.23 7.88 9.48 1.29 10,982.95

Fund Holdings as on 31-August-2020

  • Amazon.Com Inc

  • ITC Ltd.

  • Alphabet Inc.

  • Persistent Systems Ltd.

  • Facebook Inc

  • TREPS 01-Sep-2020

  • Hero MotoCorp Ltd.

  • Bajaj Holdings & Investment Ltd.

  • Mphasis Ltd.

  • Suzuki Motor Corporation*

  • HDFC Bank Ltd.

  • Microsoft Corporation

  • Axis Bank Ltd.

  • ICICI Bank Ltd.

  • Indian Energy Exchange Ltd.

  • Balkrishna Industries Ltd.

  • Oracle Financial Services Software Ltd.

  • Zydus Wellness Ltd.

  • Central Depository Services (I) Ltd.

  • Multi Commodity Exchange of India Ltd.

  • Lupin Ltd.

  • Dr. Reddy's Laboratories Ltd.

  • Cadila Healthcare Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Mahindra Holidays & Resorts India Ltd.

  • ICRA Ltd.

  • IPCA Laboratories Ltd.

  • 4.75% Axis Bank Ltd. (Duration 195 Days)

  • Net Receivable / Payable

  • 5.65% HDFC Bank Ltd. (Duration 194 Days)

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  • Miscellaneous

  • IT - Software

  • Bank - Private

  • Cigarettes/Tobacco

  • Finance - NBFC

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Unspecified

  • Power Generation/Distribution

  • Tyres & Allied

  • Consumer Food

  • Finance - Stock Broking

  • Hotel, Resort & Restaurants

  • Ratings

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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
  • Cash

  • Deposits

  • Equity

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About Parag Parikh Long Term Equity Fund

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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 ₹4,508.14 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 ₹0.42(1.34%)yesterday to ₹32.1309.

Among its top 3 holdings the fund has exposure to Amazon.Com Inc, and

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