Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Category: Equity Funds Diversified
Launch Date: 28-05-2013
Asset Class: Equity
Benchmark: Nifty 500 Index
Expense Ratio: 2.0% As on ( 30-04-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,077.02 Cr As on ( 31-05-2018)
Turn over: 12.47
NAV as on 22-06-2018

24.3321

-0.03 ( -0.1077% )

CAGR Since Inception

19.09%

Nifty 500 Index 14.78%

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

Scheme Performance (%) Data as on - 22-06-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 16.91 13.31 19.67 - 19.09
CNX 500 9.43 10.84 15.89 10.16 14.78
Equity Funds Diversified 10.69 9.72 16.87 11.34 14.09

Yearly Performance (%)

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 Funds Diversified - - - - - -

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

Period
Data as on - 22-06-2018
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 28-05-2013 16.91 18.58 13.31 19.67 0.0
Axis Bluechip Fund - Growth 05-01-2010 20.12 18.27 12.07 17.03 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 23.65 15.46 19.38 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.38 22.18 14.91 24.88 16.99
Axis Bluechip Fund - Dividend 05-01-2010 18.17 16.91 11.02 16.12 0.0
Axis Focused 25 Fund - Dividend Option 29-06-2012 18.08 22.68 14.69 18.64 0.0
UTI - Equity Fund-Growth Option 01-08-2005 17.37 16.48 11.07 18.38 14.44
UTI - Equity Fund-Income Option 18-05-1992 17.37 16.42 10.99 18.29 14.37
Invesco India Contra Fund - Dividend 11-04-2007 16.65 20.7 13.44 23.91 16.18
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 12.98 6.74 17.81 0.0

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

Asset Allocation (%)

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