Ppfas Mutual Funds
Parag Parikh Financial Advisory Services (PPFAS) Mutual Fund was established by renowned author and stockbroker Parag Parikh in 2012 with its head office in Mumbai. Its parent company Parag Parikh Financial Advisory Services was established in 1978 whose eventual growth as a public limited company later led to the AMC’s establishment.
6 funds
Parag Parikh Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
22.62%
Expense ratio
0.63%
Returns vs category
Risk vs category
Parag Parikh ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
19.76%
Expense ratio
0.62%
Returns vs category
Risk vs category
Parag Parikh Conservative Hybrid Fund
Hybrid • Conservative • Direct Growth3Y CAGR
11.86%
Expense ratio
0.34%
Returns vs category
Risk vs category
Parag Parikh Liquid Fund
Fixed Income • Liquid • Direct Growth3Y CAGR
6.72%
Expense ratio
0.11%
Returns on Maturity
Credit Rating
Parag Parikh Arbitrage Fund
Equity • Arbitrage • Direct Growth3Y CAGR
0.00%
Expense ratio
0.3%
Returns vs category
N/A
Risk vs category
N/A
Parag Parikh Dynamic Asset Allocation Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
0.00%
Expense ratio
0.33%
Returns vs category
N/A
Risk vs category
N/A
About
AMC Summary
PPFAS Mutual Fund has assets under management of Rs. 1.02 lakh crore as of February 2025. The fund house currently provides six schemes in equity, debt and hybrid asset classes. The fund house has its branches in 13 cities including Mumbai, New Delhi, Bengaluru, Chennai, Kolkata, Pune and Hyderabad. The AMC also has representatives in additional 12 cities like Bhopal, Coimbatore, Nashik and Jaipur. Besides mutual funds, the AMC also offers a multi-asset PMS scheme.
About PPFAS AMC
PPFAS AMC was established with a core belief in the benefits of long term investing. The AMC aims to generate returns with less risk through benefits of compounding by staying invested over a long-term. It offers multiple schemes which involve core equity schemes, debt-focused hybrid schemes and cash management schemes like liquid and arbitrage funds. The AMC also offers portfolio management services to its investors. The fund house specialises in value investing by avoiding temporary short-term investment trends.
Parag Parikh Financial Advisory Services puts more focus on traditional metrics like cash flow and debt levels over new-age methods like technical analysis of stock performance while constructing the portfolio. It does not take lump-sum investments during periods when it thinks the markets are overvalued and highly volatile to protect investors.
The AMC also follows the Hammurabi Code by investing its own capital in its schemes to demonstrate their conviction in their schemes.
PPFAS Mutual Fund: Key Information
| Date of Incorporation | August 23, 2007 |
|---|---|
| Date of Set Up of Mutual Fund | April 30, 2008 |
| Headquartered in | Mumbai |
| Trustee Organisation | Edelweiss Trusteeship Company Limited (ETCL) |
| Mutual Fund Name | Edelweiss Mutual Fund |
| MD and CEO | Radhika Gupta |
| Name of Asset Management Company | Edelweiss Asset Management Limited |
| Chief Financial Officer | Amit Malpani |
How to invest in PPFAS Mutual Funds
Investing in PPFAS Mutual Funds is a quick and hassle-free process. Investors can explore the PPFAS Mutual Funds and invest in their preferred schemes through online platforms like Upstox.
Here’s a step-by-step guide to get you started:
- Create an account: You can begin creating an account by registering on the Upstox app. If you already have an Upstox account, you can log in to access the PPFAS MF schemes.
- Verify your identity: This step involves uploading identity proof documents such as a PAN card, Aadhaar, passport, voter ID, or driving licence.
- Provide address proof: You can provide address proof by uploading documents like utility bills, Aadhaar, or passport.
- Choose your investment tenure: Decide the duration for which you want to stay invested based on your financial goals.
- Assess your risk and investment gold: Determine your comfort level with risk like high, medium, or low. Select funds as per your investment goal and risk appetite.
- Pick a fund: Browse through the available PPFAS Mutual Funds and select the one that aligns with your investment horizon and goal.
- Choose your investment mode: Select ‘Start SIP’ to set up a Systematic Investment Plan or opt for ‘Invest One Time’ if you prefer a lump sum investment.
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Frequently Asked Questions
How can I get the PPFAS Mutual Fund statement?
An investor can visit the PPFAS AMC website and request a statement by entering the basic details. Alternatively, an investor can also request an account statement on the website of Registrar and Transfer Agent (RTA) like CAMS Online or KFintech which will then be sent to the registered email ID.
How much time does it take to redeem PPFAS Mutual Fund?
A redemption request made directly via a demat or trading account typically takes 2-3 working days. Offline redemption through an agent or distributor is processed within 4-5 days.
How to increase the SIP amount in PPFAS Mutual Fund?
An investor can increase the SIP amount in PPFAS Mutual Fund by using the step-up or top-up options. However, it is advisable to consult the concerned fund house before proceeding.
How to redeem PPFAS Mutual Funds online?
Redemption of mutual fund units of PPFAS Mutual Funds can be done offline by visiting the nearest PPFAS branch and filling a redemption request form. You can also use online methods like logging into the official PPFAS Mutual Fund website using your folio number. Third-party platforms can also be used to make redemptions for investments made from them.
How to start PPFAS Mutual Fund SIP online?
You can start an SIP in a PPFAS Mutual Fund scheme easily and conveniently through a third-party platform to avoid any complications. You can also invest directly through the fund house website.
Should I invest in the PPFAS Mutual Fund scheme? What are the redemption charges of PPFAS Mutual Fund?
PPFAS Mutual Fund schemes charge exit loads for redemptions made within a predefined time period after investment. The charges for redemption can differ based on scheme type or type of investment (SIP/lump sum).
What determines the taxes on mutual fund returns?
The tax rate on mutual fund returns can vary based on the holding period and type of fund. For equity funds, Short Term Capital Gains (STCG) for redemptions made within 12 months of investments are taxed at 20% while Long Term Capital Gains (LTCG) for redemptions made in equity funds after 12 months are taxed at 12.5% for gains above Rs. 1.25 lakh.