PPFAS Mutual Fund
AUM
₹ 95,830 cr
AMC Age
12 Years
No. Of Schemes
7
PPFAS Mutual Fund, managed by PPFAS Asset Management Private Ltd, is renowned for its strong focus on value investing and its distinctive investment approach. The fund is known for following proven investment principles while prioritising the alignment of its interests with those of its investors.
List of PPFAS Mutual Fund Schemes
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About PPFAS Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
PPFAS Mutual Fund, operated by PPFAS Asset Management Private Limited (PPFAS AMC), was founded in 2012. It is backed by Parag Parikh Financial Advisory Services Limited (PPFAS Ltd.), an investment advisory firm that has been serving clients since its inception in 1992.
Key Features
- PPFAS Mutual Fund follows a value-investing philosophy, identifying undervalued companies with long-term growth potential.
- The fund adopts a unique strategy by investing not only in Indian equities but also allocating a portion of its portfolio to international markets, providing investors with geographical diversification.
- PPFAS Mutual Fund places a high emphasis on maintaining transparency in its operations, with regular communication and updates to keep investors informed.
- The flagship scheme, Parag Parikh Flexi Cap Fund, follows a flexible mandate, allowing it to invest across market capitalizations and geographies.
Documents Required
To invest in PPFAS Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form
- Completed and signed CKYC application form
- In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details
- Canceled cheque or bank statement for linking the investment account.
- Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact PPFAS Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
PPFAS Mutual Fund Managers
Ms. Mansi Kariya
Mr. Raj Mehta
Mr. Rajeev Thakkar
Mr. Raunak Onkar
Mr. Rukun Tarachandani
How To Invest In PPFAS Mutual Fund With Choice?
PPFAS Mutual Fund FAQs
The best PPFAS Mutual Fund for you depends on your financial objectives, investment horizon, and risk appetite. Equity-oriented funds are suitable for long-term wealth creation, while debt and hybrid funds provide stability and balanced risk exposure. With Choice, you can leverage advanced research tools and in-depth analytics to compare different funds and make informed investment decisions.
PPFAS Mutual Fund schemes are subject to taxation based on the investment type and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest through Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. Completing the KYC process is mandatory before investing. Non-individual investors may require additional documentation, which can be uploaded seamlessly on the Choice FinX platform.
For PPFAS Mutual Funds, the minimum investment amount for both lump sum investments and Systematic Investment Plans (SIPs) varies by scheme.
Returns are calculated based on the Net Asset Value (NAV) of the fund. The formula used is: Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100. For SIP investments, the XIRR (Extended Internal Rate of Return) method is used to account for multiple cash flows. Choice provides real-time NAV tracking and return calculators to help investors estimate potential earnings.
Yes, investors can switch between different PPFAS Mutual Fund schemes. Choice FinX allows seamless fund switching, but it is essential to consider potential exit loads and tax implications based on the holding period.
Charges include the Expense Ratio, which covers fund management fees, and an Exit Load, applicable if investments are redeemed before a specified period.
No, a Demat account is not required to invest in PPFAS Mutual Funds through Choice FinX. You can invest directly in mutual funds on the platform. However, if you prefer, you can hold mutual fund units in a Choice Demat account for ease of tracking and consolidation with other securities.
You can download your PPFAS Mutual Fund statement directly from the Choice FinX platform under the Portfolio section. Alternatively, statements can be accessed via the PPFAS Mutual Fund website, requested via email, or retrieved through CAMS/Karvy portals.
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