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.
This Mutual Fund
Investment ofper month
gives returns of :
at 12.16% / annum
₹in 5 years
for a time period of
Returns % (CAGR)based on historic returns of 12.16% per annum
Multi Cap Fund
Fund Portfolio Data & Volatility Analysis
Asset type breakdown
Fund Holdings - Top 10
HDFC Bank Ltd
Bajaj Holdings & Investment Ltd
Hero Motocorp Ltd
Axis Bank Ltd
Persistent Systems Ltd
Zydus Wellness Ltd
Fund Sectors/Industry Breakdown
% of market value
Internet & Technology
Consumer Non Durables
Hotel,Resort and other Receational Activities
About this Fund
Mr. Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP.He is managing the Parag Parikh Long Term Equity Fund since May 2013.
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.
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.
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.
2% for redemption within 365 days,1% for redemption between 366 - 730 days
We are licensed in Singapore, Hong Kong, and India. Kristal Advisors (SG) Pte. Ltd. (CMS100614-4) presently operates under the CMS license by the Monetary Authority of Singapore (MAS). Kristal Advisors (HK) Ltd. (BHZ135) is licensed and regulated by the Securities and Futures Commission to carry out Type 4 and Type 9 regulated activities and is not involved in the discretionary management of any collective investment scheme. Kristal Advisors Private Ltd. (INA100006852) presently operates as a Registered Investment Advisor under the jurisdiction of the Securities and Exchange Board of India. Kristal, its affiliates and/or its employees may hold positions in the assets discussed herein.
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