GulaQ

PARAG PARIKH LONG TERM EQUITY FUND - DIRECT PLAN GROWTH

Equity
Multi-Cap
5
(1.92%)

Returns

N/A

1 Year Return

NAV

₹21.85

as 27th Mar 2020

Min. SIP Amount

₹1,000.00

Created with Highstock 6.2.0LowModerateHigh
Created with Highstock 6.2.0Historical NAV201420152016201720182019202020142016201820205101520253035Zoom1m3m6mYTD1yAllFromMay 20, 2013ToMar 27, 2020
Investment Performance
  • This Mutual Fund

    Profit (absolute return)

    -₹720.76

    -14.42%

Created with Highstock 6.2.0₹5.17K₹5.17K₹5.34K₹5.34K₹5.00K₹5.00K₹5.00K₹5.00K₹-770.76₹-770.76₹-720.76₹-720.76Bank AccountFixed DepositRegular MFGULAQ MF-2k-1k01k2k3k4k5k6k

Min Lumpsum Amount

₹1,000.00

Expense Ratio

1.14%

Exit Load

2.00% if redeemed within 12 months.


Fund Details

Rows per page:

5

1-5 of 5

Company Allocation

Rows per page:

5

1-5 of 31

Created with Highstock 6.2.0LowModerateHigh
Investment Performance
  • This Mutual Fund

    Profit (absolute return)

    -₹720.76

    -14.42%

Created with Highstock 6.2.0₹5.17K₹5.17K₹5.34K₹5.34K₹5.00K₹5.00K₹5.00K₹5.00K₹-770.76₹-770.76₹-720.76₹-720.76Bank AccountFixed DepositRegular MFGULAQ MF-2k02k4k6k
Other Details

Parag Parikh long term equity Fund  

 

About Parag Parikh Long Term Equity Fund 

 

It is a diversified equity fund which prime purpose is to generate long term capital growth. It is benchmarked against Nifty 500. The fund invests a minimum of 65% in Indian equities and upto 35% in overseas equity site, offers only growth option. 

 

Pros and Cons of Parag Parikh Long Term Equity Fund: 

 

  • The scheme provides geographical diversification with strict adherence to conviction-based stock selection. 

  • The scheme has beaten its benchmark in past 3- and 5-year period horizon. 

  • It also provides the much-needed diversification with strict adherence to conviction based on stock selection, sitting on Circa on 25% cash and arbitrage investments. 

 

Fund Information and Statistics of Parag Parikh Long Term Equity Fund  

 

iInception/launch date: 

The fund was effective from 16 Feb 2018, previously he was known as Parag Parikh Long Term Value Fund.  

 

ii) Risk Level: 

The risk level of this scheme is moderately high, and this is only suitable for investors who are looking for capital growth in the long term. 

 

iii) Redemption: 

The units of these funds are redeemed and dispatched to you within 10 business days from the date of acceptance of the redemption request.  

 

iv) Fund Manager: 

The domestic component of the scheme is managed by Mr. Rajeev Thakkar and Mr Raunak Onkar. Mr. Rajeev has more than one and half decade of experience in managing the Fund. Mr. Onkar manages the foreign investment portion.  

 

V) Entry/Exit Load: 

There will be 2% exit load is charged if the investment is redeemed before 365 days from the date of allotment of units. There will be 1% exit load if the units are redeemed before 365 days but in the case if the units are redeemed after 370 days there will be no exit load.  

 

About PPFAS Mutual Fund  

 

The fund was set up on 10 October 2012 and currently five schemes are being managed by the fund house. The fund house is headed by Mr. Neil Parag Parikh, who is the MD and CEO. The fund house is promoted by Parag Parikh Financial Advisory Service Pvt Ltd.