PPFAS Mutual Fund

About PPFAS Mutual Fund

SEBI-registered PPFAS Asset Management Private Ltd is the asset manager of PPFAS Mutual Fund. The Parag Parikh Financial Advisory Services Limited (PPFAS Ltd) believes that they are different from other asset management companies because:

1. They implement time-tested principles of value investing in their fund management.
2. They don't have a 'Sales Team' because they believe that their funds can be a 'pull-product' and not a 'push-product'.
3. They believe that the promoters of PPFAS MF should have skin in the game, and so they invest in the schemes, which shows they are aligned with investors of the schemes.

As of June 2023, the AMC has an AUM of ₹46,190 crore.

PPFAS Asset Management Company Key Information

How to Invest in PPFAS Mutual Fund via Angel One?

Investing in the PPFAS MF through your Angel One account is a hassle-free process. If you do not have an account, you can open a Demat account with us in under a few minutes by submitting the necessary documents. All you have to do is follow these steps: 

Step 1: Log in to your Angel One account with your registered mobile number, validate the OTP, and then enter your MPIN.

Step 2: Find the most suited PPFAS MF based on your goals and risk profile. Evaluate each fund offered by the AMC on the Angel One app. At this stage, consider the following:

1. Find your desired fund or choose one from those listed by Angel One.
2. Analyse the fund’s historical performance, sectoral and stock holdings, etc.
3. Ascertain the estimated earnings on investment using the returns calculator.
4. Understand the scheme’s level of risk and see if it aligns with your tolerance.
5. Consider the fund’s ratings assigned by reputed rating agencies. Typically, mutual funds are rated from 1 to 5 based on various parameters like consistency, risk, returns, etc.
6. Check the fund’s expense ratio to estimate the cost of investing in it.

Step 3: Once you choose the PPFAS Mutual Funds scheme you want to invest in, open your Angel One Demat account and head to the Mutual Funds section. Search for the scheme that you have shortlisted. Then,

1. Choose whether you want to invest in a lump sum or monthly SIP.
2. Enter the investment amount and choose a payment method. Although UPI is the preferred mode, you can also choose net banking.
3. After placing the order, if you have chosen the SIP option, create a mandate to make timely future installments.

Documents Required To Invest in PPFAS Mutual Fund

When investing in PPFAS Mutual Fund through Angel One, you'll experience a streamlined and digitally-enabled KYC process. Essential documents are all that's required:

1. PAN Card Details (Compulsory)
2. Personal Information (Full Name, Mobile Number, Email Address)
3. For your Address Proof, we recommend using your Aadhar Card, both the front and back sides.
4. Bank Account Details, with a cancelled check if requested
5. Nominee particulars and FATCA Declarations

Angel One ensures a simplified KYC verification for investors, ensuring swift access to PPFAS Mutual Fund, whether you're a new or returning investor. Our user-friendly platform is here to help you reach your financial goals. Your KYC process will be completed within 48-72 business hours, allowing you to embark on your mutual fund journey without delay.

Top PPFAS Mutual Funds to Invest

The above-mentioned schemes have been sorted as of Feb 17, 2026, and sorted based on 3Y CAGR.

Parag Parikh Flexi Cap Fund

Parag Parikh Flexi Cap Fund is an open-ended flexi-cap equity scheme that can invest across large, mid and small caps. It aims to generate long-term capital growth by investing primarily in equity and equity-related securities. The scheme is part of the equity category and is managed by Rajeev Thakkar, Rukun Tarachandani, Raj Mehta and Mansi Kariya

Parag Parikh ELSS Tax Saver Fund

Parag Parikh ELSS Tax Saver Fund is an ELSS (Equity Linked Savings Scheme) that qualifies for Section 80C tax benefits and has a 3-year lock-in. It is managed by Rajeev Thakkar, Raunak Onkar, Rukun Tarachandani and Raj Mehta. The investment objective is to generate long-term capital appreciation through a diversified portfolio of equity and equity-related instruments, with at least 80% in equities as per ELSS regulations. 

Parag Parikh Conservative Hybrid Fund

Parag Parikh Conservative Hybrid Fund is a conservative hybrid scheme that typically invests predominantly in debt instruments with a smaller allocation to equities, aiming for stability with some growth potential (standard positioning for this SEBI category). It is managed by Rajeev Thakkar, Raunak Onkar, Rukun Tarachandani and Raj Mehta

Parag Parikh Liquid Fund

Parag Parikh Liquid Fund is a liquid scheme that invests in short-term money market and debt instruments with very low interest-rate and credit risk, targeting high liquidity. The fund is managed Tejas Soman, Mansi Kariya and Aishwarya Dhar. Its investment objective is to provide reasonable returns with high liquidity and low risk by investing in high-quality short-term fixed-income securities.