PPFAS Flexi Cap Fund: All You Need To Know | Parag Parikh Flexi Cap Fund

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  • Опубліковано 1 жов 2024
  • - What has contributed to PPFAS' success?
    - Does the size of the fund matter?
    PPFAS Mutual Fund CEO Neil Parag Parikh shares views.
    #mutualfunds #sip #paragparikhflexicapfund

КОМЕНТАРІ • 88

  • @amitchoudhary7573
    @amitchoudhary7573 3 місяці тому +16

    I am surprised to read the comments in the comment box. People are saying that this is underperforming fund. I am also an investor since 2017 and still fell that this fund is not only giving a decent return but also giving me a safety of downside protection. Since many investors didn't see the brutal corrections hence they are saying that its understanding. Just wait for one correction and you will come to know that how good this fund is.

  • @skarteek2000
    @skarteek2000 4 місяці тому +28

    Not sure why many say this fund is underperforming.. i have sip xirr of 25% + for 4.5 yrs now.. i am happy with it..

    • @chandrumoorthy774
      @chandrumoorthy774 4 місяці тому +3

      On the same boat 23.5%.. anything + 12% s good

    • @sathvikraomp2006
      @sathvikraomp2006 3 місяці тому

      Back then Faang stocks were doing the trick. Now no more buying foreign equity plus they significantly reduced faang allocation since last years.

    • @darkprince5935
      @darkprince5935 2 місяці тому

      But 1year mein apne benchmark koi beat Nahi kar paya... expenses ratio jo ham de rahe hai...tho kis baat ka passive fund apne benchmark beat nahi kar pata Lekin expenses ratio kam hota hai.
      Tho inko bhi expenses ratio kam karna chahiye

    • @skarteek2000
      @skarteek2000 2 місяці тому

      @@darkprince5935 I am long term investor and would like to compare 3+ yrs returns. In short term its difficult to come to a conclusion based on returns.

    • @saurabhsuman4197
      @saurabhsuman4197 21 день тому

      @@darkprince5935bhai toh tu jaa passive mai daal

  • @prajith78
    @prajith78 3 місяці тому +6

    Am I this only one feeling happy seeing many folks here are unhappy with ‘under performance’ of this find and exiting 😅?

  • @Hunnyabi
    @Hunnyabi 4 місяці тому +7

    PPFAS trend shows that every 4 months they are making 3-4% returns. This year Nifty 50 has been volatile (swinging around 22k) which is a big cause for such a big fund to not provide high returns. But, if Nifty picks up after July (considering some correction or consolidation may happen), this fund will pick up well.

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +4

      If being a flexi cap fund it is dependent on nifty 50 index for its performance, then what's the point of an active flexi cap fund? Why wouldn't anyone invest in the low cost index fund rather? Doesn't make sense.

  • @jayrijiya9757
    @jayrijiya9757 4 місяці тому +3

    Please invite Rajeev Thakkar if it is anything related to PPFAS..

  • @abhijitjacob
    @abhijitjacob 14 днів тому

    Potfolio is giving great returns

  • @bongtravelcouple
    @bongtravelcouple 18 днів тому +1

    Parag Parikh Worst Now because US market Dropped from last 1 year. Khud invest kiya hai is kiye bol raha hai taki loss na khate koi exit na kare.

  • @balakrishnach
    @balakrishnach 4 місяці тому +1

    Clear unhappy with their basic performance these days .they don't agree and its because of too big AUM. Why you guys not similar as Nifty 50?

  • @zeusgt8465
    @zeusgt8465 19 днів тому

    PPFAS flexicap is no more equity fund rather it behaves like aggressive hybrid fund. So people investing in it for long time will not exit due to hassles of redemption,taxes. Short term investors who had lost patience will give up and exit the fund. Consider it as a aggressive hybrid fund for yiur retirement days.

  • @tkdhanesh01
    @tkdhanesh01 4 місяці тому +2

    Too big to fail...time to get out

  • @DataAnalyticsPro21
    @DataAnalyticsPro21 3 місяці тому +1

    Painfully low turnover ratio. Overly defensive. It’s a good large cap fund but surely not the best flexi cap.

  • @religionofpeace782
    @religionofpeace782 4 місяці тому +3

    Neil is just beating around the bush and not talking about the fund's heavy underperfoemance since a very long time. Nor do they have any future change in strategy of generating high returns for investors.
    I dont see a reason to remain invested here for long while its peers are bombarding returns to their investors by churning their portfolio regularly.

    • @Arihant997
      @Arihant997 4 місяці тому

      They are not a high beta fund ..so yes performance will show up over multiple cycles

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +2

      @@Arihant997 What about the heavy loss of returns over these cycles had we invested in JM or Quant that have a high churning hence a high return potential over long term?

    • @Arihant997
      @Arihant997 4 місяці тому

      @@religionofpeace782 agree .. when you invest across cycles ,, you lose and you gain.. you hope the losses are not material but cross cycles gain are more material and they more than compensate .. Just an approach ..

    • @DataAnalyticsPro21
      @DataAnalyticsPro21 3 місяці тому

      @@religionofpeace782 JM, Quant and even SBI far better.

  • @DataAnalyticsPro21
    @DataAnalyticsPro21 3 місяці тому

    One more year of under performance and I am gonna exit this fund.

  • @Sayan98323
    @Sayan98323 4 місяці тому +3

    Sir PPFAS flexi performance is going down nowadays..

  • @Arihant997
    @Arihant997 4 місяці тому

    Neil hair style was pretty different kind of disappointing 😞 that he's changed to a limp style 😉

  • @souvikdas6252
    @souvikdas6252 3 місяці тому

    Basically they are anti-Quant 😭

  • @uttiosaha4692
    @uttiosaha4692 4 місяці тому +1

  • @Razrman
    @Razrman 4 місяці тому +1

    Good questions asked

  • @pratikdalvi4250
    @pratikdalvi4250 2 місяці тому

    very helpful

  • @coldstone87
    @coldstone87 4 місяці тому +3

    Worst fund ever. I dont understand the hype

  • @rolwincrasta2317
    @rolwincrasta2317 3 місяці тому

    Should I exit from this fund? Any suggestions?

  • @postingbyjoe8961
    @postingbyjoe8961 4 місяці тому +5

    For past 6 months, this fund is worst performer

    • @MrIshan07
      @MrIshan07 4 місяці тому +5

      past 6 month doesnot matter. see long term performace

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +2

      Since the past 3 years it's underperforming heavily.

    • @ShashankRaina
      @ShashankRaina 4 місяці тому

      @@religionofpeace782 absolute BS. Past 3 years, it has beaten its benchmark and the average flexi cap category fund. Check it on value research.

    • @quadxtech7263
      @quadxtech7263 4 місяці тому

      ​@@MrIshan07 In bull market this fund is not able to beat its benchmark. One of the worst performing funds nowadays

  • @bivash603
    @bivash603 4 місяці тому +2

    Is it okay invest in ppf fund

    • @dm5665
      @dm5665 4 місяці тому

      Blindly yes

    • @K2Maji
      @K2Maji 4 місяці тому

      It depends upon your goal.

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +1

      I don't think so. It has 83% in large cap. It's returns will not be as good as the other flexi caps like JM and Quant.

    • @dm5665
      @dm5665 4 місяці тому

      @@religionofpeace782 it is a good alternative of largcap...consistent returns.

    • @TheCuriousCurator-Hindi
      @TheCuriousCurator-Hindi 4 місяці тому

      Good risk adjusted return.

  • @religionofpeace782
    @religionofpeace782 4 місяці тому +5

    This fund has ranked 33 last year... compared to benchmark its heavily underperforming. Being a good fund its not matching returns to its investors expectations.

    • @TheCuriousCurator-Hindi
      @TheCuriousCurator-Hindi 4 місяці тому +1

      Where is it in flexi cap category? That is relevant.

    • @debasishbanerjee3689
      @debasishbanerjee3689 4 місяці тому +1

      It is probably overhyped .

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +1

      ​@@debasishbanerjee3689No doubt it had performed pretty well for the first 7-8 years, but it's heavily underperforming since the past 4 years, post covid and their strategy is not working as well in a dynamic world where things are changing fast, they stick to their old ways of investment which seems irrelevant today.

    • @ShashankRaina
      @ShashankRaina 4 місяці тому

      Yes, it can't match investors expectations because everyone is looking at 1 year returns. All new investors are expecting the same performance they saw in last year's rally. If you want to look at 1 year returns, MF's aren't for you.

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +1

      @@ShashankRaina How are it's 5 year returns compared to JM and Quant flexi?

  • @rawatranjeet1421
    @rawatranjeet1421 3 місяці тому +1

    Why they dont declare this fund as a large cap fund????? Approx 70% allocation in large cap copanies....its no more flexi cap fund and it is loosing trust of investors.

    • @Austin-tf5zt
      @Austin-tf5zt Місяць тому +1

      That is the good strategy. When market evaluations are becoming high, they will reduce midcap/smallcap allocations to save the portfolio during downturns.

    • @rawatranjeet1421
      @rawatranjeet1421 Місяць тому

      @@Austin-tf5zt yes it makes the sense...thanks for the info.

  • @ashishanand4mech
    @ashishanand4mech 4 місяці тому +4

    At 65k crore, this fund won't be agile enough. Their US stock holdings have helped somewhat with performance

  • @madhusoodhanansrinivasan1919
    @madhusoodhanansrinivasan1919 4 місяці тому +3

    I Hi, I would want to correct myself. I see I had changed from Regular to Direct plan and hence the return shows less. Else, it was close to 25pct xirr.
    Earlier comment:
    I have been investing for 3 years now in PP flexi cap and my returns are 0.02 pct. You read it right - 0.02pct. Worst performer while the next least is 35pct returns .. just fail to understand why a false propaganda for this fund.. or is it me the not so lucky one on this..

    • @uttiosaha4692
      @uttiosaha4692 4 місяці тому +3

      Bro, I don't know how you can get so so bad return from this fund
      With the same time horizon my XIRR is 36%

    • @madhusoodhanansrinivasan1919
      @madhusoodhanansrinivasan1919 4 місяці тому

      @uttiosaha4692 exactly bro, I guess it depends on date of investment? Still vast difference in what's being quoted and actual return I got

    • @madhusoodhanansrinivasan1919
      @madhusoodhanansrinivasan1919 4 місяці тому

      Hi, I would want to correct myself. I see I had changed from Regular to Direct plan and hence the return shows less. Else, it was close to 25pct xirr.

  • @goclashing1897
    @goclashing1897 Місяць тому

    The host can be more fluent while asking the questions.

  • @thelazysunday7313
    @thelazysunday7313 4 місяці тому +3

    I exited from this find after remains invested for 5 yrs ..it’s under performing with its peers and lagging behind in huge numbers

    • @neeraajsharma
      @neeraajsharma 4 місяці тому +1

      I totally agree, but people love this fund, without knowing this is not performing nither going to perform in future.
      SAD😢

    • @religionofpeace782
      @religionofpeace782 4 місяці тому +2

      I too want to exit it but I have a huge amount invested in it. So I will have to pay a big LTCG tax as well as exit load if I exit now. They have a 2 year exit load that makes no sense at all with such mediocre returns.

    • @VishKrish1
      @VishKrish1 4 місяці тому +7

      5 yr cagr return is 25% . What more do u guys expect form a core portfolio?

    • @VishKrish1
      @VishKrish1 4 місяці тому +1

      Also in the show the host has mentioned it twice that every advisor that comes on the show has something positive to say about the fund. At the end of the day its your money.

    • @neeraajsharma
      @neeraajsharma 4 місяці тому

      @@VishKrish1 sir, you choose active managed mutual fund to beat the benchmarch, its not beating the benchmarch. I have switched to index fund that is performing way better from last 3 years.
      If you are happy stay with it, its perspective.

  • @popatnehete1586
    @popatnehete1586 4 місяці тому

    Hindi May not understand

  • @abhishekdas4670
    @abhishekdas4670 4 місяці тому +3

    Exited this fund this month after holding for 4 years its a large cap fund now no mid and small cap allocation like before hence underperformance and due to RBI restrictions no foreign equity.