The investment objective of the Scheme is to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.
However, there is no assurance that the investment objective of the Scheme will be achieved and the Scheme does not assure or guarantee any returns.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns
Since Launch in Jan 19, 2026
-7.07
%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
0.78%
Volatility
0.0 %
Fund House
PPFAS Mutual Fund
Fund Manager
Mr. Rajeev Thakkar, Mr. Raj Mehta, Mr. Raunak Onkar, Mr. Rukun Tarachandani, Mr. Tejas Soman, Ms. Aishwarya Dhar
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.