Parag Parikh Long Term Equity Fund - Regular Plan - Growth

Category: Equity: Multi Cap
Launch Date: 28-05-2013
Asset Class: Equity
Benchmark: Nifty 500 TRI
Expense Ratio: 2.0% As on ( 30-06-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 1,106.85 Cr As on ( 30-06-2018)
Turn over: 11.37
NAV as on 14-08-2018

25.2295

0.17 ( 0.6556% )

CAGR Since Inception

19.33%

Nifty 500 TRI 17.32%

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

Scheme Performance (%) Data as on - 14-08-2018

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 20.45 13.96 20.46 - 19.33
NIFTY 500 TRI 15.93 12.82 18.58 11.55 17.32
Equity: Multi Cap 12.17 10.6 20.07 13.74 15.01

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.

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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

Period
Data as on - 14-08-2018
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 20.45 18.0 13.96 20.46 0.0
UTI - Equity Fund-Growth Option 01-08-2005 23.31 16.01 11.72 19.88 15.22
UTI - Equity Fund-Income Option 18-05-1992 23.31 15.95 11.64 19.79 15.15
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 18.44 19.5 12.31 0.0 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Dividend Option 27-01-2015 17.72 19.14 12.08 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 15.82 13.7 11.28 20.94 13.86
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 15.61 17.56 10.03 17.15 14.74
Invesco India Multicap Fund - Dividend Option 17-03-2008 15.0 16.32 11.39 26.35 18.99
Invesco India Multicap Fund - Growth Option 17-03-2008 14.99 16.32 11.38 26.56 19.09
Canara Robeco Equity Diversified fund - Regular Plan - Dividend 16-09-2003 14.87 16.82 9.38 16.44 21.45

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

Asset Allocation (%)

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