Parag Parikh Long Term Equity Fund - Regular Plan - Growth
| Category: Equity: Multi Cap |
| Launch Date: 05-05-2013 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| Expense Ratio: 2.11% As on ( 31-05-2019) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,896.66 Cr As on ( 31-05-2019) |
| Turn over: 4.25 |
PERFORMANCE of Parag Parikh Long Term Equity Fund - Regular Plan - Growth
Scheme Performance (%) Data as on - 17-06-2019
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 3.23 | 13.06 | 12.32 | - | 16.28 |
| NIFTY 500 TRI | 4.54 | 13.88 | 11.07 | 11.46 | 16.61 |
| Equity: Multi Cap | 1.82 | 11.27 | 10.92 | 13.58 | 11.9 |
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
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
| 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 | 3.23 | 10.11 | 13.06 | 12.32 | 0.0 |
| HDFC Equity Fund - Growth Option | 01-01-1995 | 11.1 | 8.69 | 14.38 | 10.02 | 14.99 |
| Kotak Standard Multicap Fund - Growth | 11-09-2009 | 7.57 | 8.05 | 14.55 | 14.69 | 0.0 |
| Reliance Multi Cap Fund-Growth Plan-Growth Option | 28-03-2005 | 7.38 | 7.76 | 11.49 | 10.25 | 17.07 |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 6.87 | 9.45 | 14.53 | 10.06 | 13.83 |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 6.86 | 0.0 | 0.0 | 0.0 | 0.0 |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 5.76 | 5.71 | 7.25 | 5.87 | 8.1 |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 5.34 | 7.39 | 12.03 | 11.94 | 14.05 |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 4.34 | 7.2 | 13.51 | 10.98 | 13.63 |
| SBI Magnum Multicap Fund - Regular Plan -Growth Option | 29-09-2005 | 3.86 | 7.37 | 12.39 | 14.45 | 13.27 |