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PARAG PARIKH LONG TERM EQUITY FUND

Medium RiskEquityMorning Star5 / 5
Issued by: PPFAS Asset Management Pvt. Ltd
Unit Price (NAV) :
Minimum investment:
Share
Share

PARAG PARIKH LONG TERM EQUITY FUND

About this Fund

Parag Parikh Long Term Equity Fund invests ca. 65% of its corpus in listed Indian Equities and ca. 35% in foreign Equities or unlisted equities with the objective of generating long term capital growth.

Returns1Y3Y5Y
PARAG PARIKH LONG TERM EQUITY FUND25.31%13.62%15.22%

Projected Returns

Investment ofper month
gives returns of :
at 15.22% / annum
in 5 years
amount
for a time period of
time1Y3Y5Y
Returnsbased on historic returns of 15.22% per annum
+ 15.22

Fund Details

Fund Size(AUM) i
Morningstar Ratings 5i
ISIN INF879O01027
Asset class Equity
Category Multi Cap Fund

Fund Portfolio Data & Volatility Analysis

Expense ratio 1.05i
Beta 0.74i
Standard Deviation 17.48i

About this Fund

Fund Manager

Rajeev Thakkar

Mr. Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP.He is managing the Parag Parikh Long Term Equity Fund since May 2013.

Raj Mehta

Mr. Mehta is a B.Com and M.Com from Mumbai University, CA and CFA Level III Pass.He is managing the Parag Parikh long Term Equity Fund since January 2016 and 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.

Raunak Onkar

Mr. Onkar is an MMS (Finance) from the University of Mumbai.He is managing the Parag Parikh long Term Equity Fund since May 2013 and prior to joining.

Tax Implications

If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%. If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%. No tax is to be paid as long as you continue to hold the units.

Exit Load

2% for redemption within 365 days,1% for redemption between 366 - 730 days

PARAG PARIKH LONG TERM EQUITY FUND