PPFAS Mutual Fund

PPFAS Mutual Fund is the Asset Management Company aided by Parag Parikh Financial Advisory Services Pvt. Ltd. This boutique investment advisory firm aims to manage and stimulate wealth for its clients through various mutual fund products. This company specialises in mapping long-term investment plans so that clients can optimise their returns.
  • Equity
  • Hybrid
  • Elss
  • Debt
Mutual Fund Schemes
NAV
5Y Returns
AUM(in Cr.)
Compare
76.59Apr 23, 2024
24%
₹52,007
70.88Apr 23, 2024
23%
₹52,007

Key Information about PPFAS Mutual Fund

Mutual Fund NamePPFAS Mutual Fund
OfficeCorporate Office Great Western Building, 1st Floor, 130/132, S.B.S. Marg, Opp. Lion Gate, Fort, Mumbai - 400001
Email Idswapnil@ppfas.com
Phone No.022-61406555
Fax022-61406590
Websiteamc.ppfas.com
Set up dateOct 10, 2012
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateAug 08, 2011
CityMumbai

Fund Managers

RT

Mr. Rajeev ThakkarFund Manager

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".

RO

Mr. Raunak OnkarHead - Research

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.

RM

Mr. Raj MehtaFund Manager

RT

Mr. Rukun TarachandaniFund Manager

About PPFAS Mutual Fund

PPFAS Asset Management Private Limited is the asset manager of PPFAS Mutual Funds, which means that they are responsible for making decisions about how the fund's money is invested. The AMC is registered with SEBI, the regulatory body for securities in India, and operates under the Indian Trust Act, 1882.

The company has a team of experienced and dedicated professionals committed to providing the best possible service to investors. PPFAS Mutual Funds is a name you can trust regarding mutual fund products and services.

PPFAS Mutual Funds has a strong track record of performance and is one of the most trusted names in the industry. The company offers a wide range of mutual fund products and services to meet the needs of investors. With a mission to help its clients achieve their long-term financial goals through prudent fund management, the AMC has a unique approach to asset management.

Types of PPFAS Mutual Funds

There are two types of PPFAS mutual funds: equity and debt. Equity funds invest in stocks and other equity-based securities, while Debt funds invest in bonds and other debt securities. Both types of funds offer potential benefits but come with different risks.

Parag Parikh Long-Term Equity Funds

For investors looking for an investment horizon of five years or more, the Parag Parikh long-term equity fund is an open-ended equity fund. It was launched in 2013 and has an AUM of INR 24,594.84 crores as of July 31, 2022. Long-term stock investments are the focus of Parag Parikh Long-Term Equity Funds. Over the long term, the fund aims to provide capital appreciation through value investing.

Parag Parikh Liquid Funds

The Parag Parikh liquid funds invest in debt and money market instruments and offer low risk and high liquidity. Founded in 2008, the scheme has an AUM of INR 14,257.79 crores as of July 31, 2022.

Liquid funds, which invest in short-term debt instruments, belong to the Parag Parikh family of mutual funds. The average maturity of three years is found in the fund's portfolio of investments. Investing in the fund will yield a higher return than a traditional savings account, the fund's objective.

How can you invest in PPFAS Mutual Funds?

There are a few ways in which you can invest in PPFAS Mutual Funds. One way is to invest through a broker or financial advisor. Another way is to invest directly with the company.

If you choose to invest through a broker or financial advisor, they will help you to choose the right fund for your investment goals. They will also guide how much to invest and when to sell.

If you decide to invest directly with the company, you can do so through their website. They have a variety of funds to choose from, and you can select the one that best suits your needs. You can also set up a regular investment plan to automatically invest a certain amount each month.

Step 1: Visit the official website of PPFAS.

Step 2: Click on ‘New Investor’ in the top right corner of the screen.

Step 3: You will be redirected to a new page. Understand and accept the terms and conditions and create your folio account using the applicant’s name, email address, and contact number.

Step 4: Log in using the credentials and make your investment in the mutual fund.

Step 5: An acknowledgement will be displayed on the screen after processing the payment.

Documents Required to Invest in PPFAS Mutual Funds

To invest in PPFAS mutual funds, you will need to submit the following documents:

CriteriaDocuments
Application FormFill in the application forms in accordance with the mutual fund you choose
KYC 
  • KYC individual form
  • Passport-sized photograph of the applicant
Identity Proof
  • PAN Card
  • Aadhaar Card
  • Voter ID
  • Driving License
  • Passport
Address Proof
  • PAN Card
  • Aadhaar Card
  • Voter ID
  • Driving License
  • Passport
  • Utility bills
Third-Party DeclarationIf you're investing on behalf of a minor, you'll need to fill out, sign, and submit a third-party declaration form to PPFAS Asset Management.

 

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Frequently Asked Questions (FAQs)

How to Start PPFAS Mutual Fund SIP Online?

All you need to do is go to the fund house website and fill out the online form. Once the form is submitted, you will receive a confirmation email, and the SIP will be started.

How to redeem PPFAS Mutual Fund?

Firstly, you must log in to your PPFAS Mutual Fund website account. Next, click on 'redemption' on the home page under the 'withdrawal tab.' Select the scheme and number of units you want to withdraw. Click on submit. Your redemption will then be processed, and the money will be transferred to your account within a few days.

How to add a nominee to PPFAS mutual fund online?

To add a nominee, you are required to fill in an application form which will be applicable on the PPFAS website.

How to close PPFAS mutual fund?

You must fill in an application form for SIP cancellation and submit it per the procedure.

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