Parag Parikh Long Term Equity Fund - Growth - Regular Plan

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  • Net Change on 28-05-2020

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Fund Overview Growth | Regular 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 - Regular Plan - Growth 6.65 -4.60 -0.61 7.33 8.35 13.94
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 0.27 -15.70 -18.09 2.49 4.55 11.85

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 - Regular Plan - Growth May 28, 2013 -0.61 7.33 8.35 2.09 2,925.43
Kotak Standard Multicap Fund - Growth Sep 11, 2009 -19.43 -0.63 5.57 1.70 26,049.43
HDFC Equity Fund - Growth Option Jan 01, 1995 Unrated -29.75 -4.96 1.33 1.81 18,213.66
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option Apr 28, 2014 -20.75 -3.70 4.23 1.82 10,236.93
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan Aug 27, 1998 -19.96 -2.60 4.58 1.94 9,861.23
UTI - Equity Fund-Growth Option Aug 01, 2005 -11.61 2.53 4.41 2.11 9,192.73

Fund Holdings as on 30-April-2020

  • Amazon.Com Inc

  • Alphabet Inc.

  • HDFC Bank Ltd.

  • Facebook Inc

  • Bajaj Holdings & Investment Ltd.

  • Hero MotoCorp Ltd.

  • Mphasis Ltd.

  • ICICI Bank Ltd.

  • Axis Bank Ltd.

  • ITC Ltd.

  • Persistent Systems Ltd.

  • Suzuki Motor Corporation *

  • Balkrishna Industries Ltd.

  • Zydus Wellness Ltd.

  • Oracle Financial Services Software Ltd.

  • Lupin Ltd.

  • Microsoft Corporation

  • Dr. Reddy's Laboratories Ltd.

  • TREPS 04-May-2020

  • Cadila Healthcare Ltd.

  • Central Depository Services (I) Ltd.

  • Mahindra Holidays & Resorts India Ltd.

  • ICRA Ltd.

  • IPCA Laboratories Ltd.

  • Net Receivable / Payable

  • Multi Commodity Exchange of India Ltd.

  • Sun Pharmaceutical Industries Ltd.

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

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

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Cigarettes/Tobacco

  • Tyres & Allied

  • Consumer Food

  • Hotel, Resort & Restaurants

  • Ratings

  • Finance - Stock Broking

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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
  • ADRs & GDRs

  • Cash

  • Deposits

  • Equity

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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 ₹2,925.43 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 ₹0.2(0.8%)yesterday to ₹24.9489.

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