© 2018 PPFAS Asset Management Private Limited
Company Address: 81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, , Mumbai, MH, 400 069, IN Tel: +912261406555 Fax: +912261406590 Email: mf@ppfas.com
CIN: U65100MH2011PTC220623 |

Parag Parikh Long Term Equity Fund

A scheme based on time-tested Value Investing principles!

We value 'Value Investing

We value 'Value Investing'!

We only include companies with low debt, high cash flows, investor-friendly managements , etc. Most important, these must be quoting at a discount to their intrinsic value at the time of purchase. Join us if you too would like to own such companies in your portfolio.

Only one Equity scheme!

The main reason - we do not want to confuse investors. We believe that a person does not require more than 25 to 30 good investments to create wealth in the long term. Thus, a single equity scheme can suffice if one has the confidence and trust in the managers who are operating the fund.
Only one scheme!

A Swiss Army knife

A Swiss Army knife

Take the case of a Swiss Army knife. It is a multi-functional gadget having various tools. Similarly, Parag Parikh Long Term Equity Fund has the flexibility to invest in Indian and foreign companies irrespective of market capitalisation and sectors.


65% of corpus invested in Indian equities. Hence it enjoys the same tax benefits as any other Indian equity mutual fund scheme, despite it having the freedom to invest in foreign stocks.

The goal is to simplify life for the end investor by providing a simple yet effective solution for their long-term financial goals and not to confuse them!


Local fund with Global focus

Global advantage... without any tax disadvantage.*

Local fund with Global focus
Parag Parikh Long Term Equity Fund (PPLTEF) is one of only a handful of Indian mutual fund schemes to invest in a basket of Indian and foreign stocks

Five reasons why we have chosen to be different are:
  • Reducing ‘country risk’
  • Winners keep rotating
  • Reducing portfolio volatility
  • Wider choice
  • Valuations
*‘Tax disadvantage’ refers to higher ‘Capital Gains Tax’ paid by investors in other ‘global’ equity mutual fund schemes

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Investment Process

We strongly believe that the following principles of value investing will help us create value for our unitholders.

Shortlist companies

Through quantitative screening, scrutinising public filings etc.

Fundamental Research

Involving the industry, peers, historical financial data, etc.

Valuation Study

Historical and peer valuation is combined with internal estimates of intrinsic value

Portfolio Construction

In line with internal prudential guidelines and Regulatory stipulations.

We have our Skin in the Game!

Total number of units held by 'Insiders' in the scheme as at 31-10-2018 = 4.491 crore units of Rs. 10 each.
This amounts to 7.73 % of the current AUM.

We have our Skin in the Game!
At PPFAS Mutual Fund, we are inspired by The Hammurabi Code.

Having our own skin in the game demonstrates the willingness to link our financial well-being with yours. This also places an implicit onus on us to make optimum use of our time & abilities in order to enhance the scheme's performance and eschew the reckless behaviour that fund managers are sometimes accused of.

Around 18th Century BC lived a King named Hammurabi who instituted a social law now known as the Hammurabi's code. It is the one of the first evidence of law ever written down. One of the principle features of the code was about the builder - If a builder built a house for a man & the house collapses to cause the death of the owner, then the builder has to be put to death.

PPFAS SelfInvest

Empowering you to transact as well as view your holdings online 24 X 7

PPFAS SelfInvest
Through this you can currently
  • Create a new Folio (Currently it is available for only for investors who are KRA/KYC compliant before February 1, 2017)
  • View your investments
  • Make additional purchases, redeem and switch.
  • Start a Systematic Investment Plan
  • Fetch your Account Statement
Let me check!

Wish to know more about us?

Provide us a few of your details and we will get in touch with you!

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
© 2018 PPFAS Asset Management Private Limited. All rights reserved.
Sponsor: Parag Parikh Financial Advisory Services Private Limited. [CIN: U67190MH1992PTC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]