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Parag Parikh Long Term Equity Fund - Regular Plan - Growth

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Category: Equity: Multi Cap
Launch Date: 05-05-2013
Asset Class: Equity
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.11% As on (30-11-2019)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 2,584.96 Cr As on (31-12-2019)
Turn over: 5.33
NAV as on 24-01-2020

27.5057

-0.02 (-0.0713%)

CAGR Since Inception

16.35%

NIFTY 500 TRI 16.33%

PERFORMANCE of Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 24-01-2020

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 17.19 14.16 10.87 - 16.35
NIFTY 500 TRI 11.85 12.83 8.2 10.06 16.33
Equity: Multi Cap 13.98 11.12 7.67 11.72 13.56

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Rajeev Thakkar, Mr. Raunak Onkar, Mr. Raj Mehta

Mr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP. He has been associated with PPFAS AMC since 2013.

Investment Objective

The scheme aims to achieve long-term capital appreciation by investing primarily in equity and equity related instruments.

RETURNS CALCULATOR for Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 10.71 0.76 6.64 0.58 - -
Equity: Multi Cap - - - - - -

PEER COMPARISION of Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 24-01-2020
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 17.19 6.33 14.16 10.87 0.0
DSP Equity Fund - Regular Plan - Growth 29-04-1997 23.31 4.99 13.56 8.98 11.87
JM Multicap Fund - Growth option 23-09-2008 20.83 5.31 13.17 9.65 9.17
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 20.12 1.14 11.55 8.68 13.21
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 19.65 12.13 0.0 0.0 0.0
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 17.49 2.41 0.0 0.0 0.0
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 17.39 0.0 0.0 0.0 0.0
Kotak Standard Multicap Fund - Growth 05-09-2009 17.07 5.95 13.63 10.29 14.06
UTI - Equity Fund-Growth Option 05-08-2005 16.84 7.82 14.67 8.63 12.71
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 16.77 2.27 9.46 3.98 7.88

PORTFOLIO ANALYSIS of Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Asset Allocation (%)