What Is PPFAS Portfolio Strategy? | Rajeev Thakkar On The Portfolio Manager

Rajeev Thakkar, CIO & Director - PPFAS gives insights on PPFAS portfolio strategy and is liquidity a challenge. PPFAS believes that India can't grow without banks getting bigger.
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[@GrowWealthPath]

He is my favourite fund manager. He is managing my 1.10cr portfolio and 60% of that from profits. Investing from 2018

[@VishalJangid1]

60% per annum?

[@GrowWealthPath]

@@VishalJangid1at 28% cagr from past 6 years. I was doing sip

[@melwynd]

I started SIP in June 2020 and same CAGR. Amazing fund

[@guharup]

now aum is too big

[@GrowWealthPath]

@@melwyndyes. I dont know why people are talking about underperformance

[@akhilSingh_3696]

for a moment the man appeared to me as Parvez Musharaf.

[@kaushikdebnath9285]

😂😂😂😂😂

[@gubgub1]

Don't blindly invest in a fund that is hugely promoted by news, influencers. Reality is something else. Better to have conviction in your own research, it will give you better real return.

[@yashvardhanchopra_0406]

Kindly do a similar interview with S. Naren please!

[@devendersingh4303]

Why you did not talk to him on power utility power grid and coal India ,his two of five top holdings.

[@nistalasuresh5837]

Always love to listen to Rajeev thakkar thoughts

[@thetallandhandsome]

salute Rajeev ji

[@religionofpeace782]

Now the worst performer of all flexicaps...when can we expect a turn around for this fund?

[@cricketwithjulius3633]

Then redeem your holdings? Who is forcing you to stay invested? 😂

[@Venky_015]

He already told we are happy to be lagged nd don't chance unwanted returns

[@ShashankRaina]

Man, this guy comes on every video to complain about PPFAS, but still won't redeem and move to "better" funds.

[@manojm5747]

Any view on union bank and iob...?

[@padmanabhanr4242]

hdfc bank has been a laggard for ppfas portfolio

[@religionofpeace782]

Most of its holdings are laggards only...worst performer among peers.

[@shubhendusingh1991]

@@religionofpeace782 Parag Parikh Flexi Cap (5 Year): 26% Returns. Top 3rd Performer out of 46 funds. Benchmark Returns is 20% for same period.

[@KPS_04]

😂😂😂 ​@@religionofpeace782

[@135yahoo]

Kamyab

[@muthukumar532]

I invest only one fund ppfas tax saver fund i very happy

[@anilchandy1056]

PPFAS is one of the worst performing funds in my portfolio. Why everyone is talking about this fund. Just because of this I still continue to have it my portfolio but still skeptical about this fund.

[@ShashankRaina]

Everyone talks about it because of its investment philosophy, careful selection approach and low standard deviation . If you're investing in it because people are talking about it, you should reconsider your investment style.

[@bivash603]

I am Bivash Mandal from Hyderabad. Please review my portfolio and give suggestions Motilal Oswal Enhanced Value fund - 3000 JM Flexi Cap - 3000 Parag Parikh Flexi - 2000 Quant Small - 2000 Nippon Multi Cap - 2000 Invest for 23 years. And then SWP of 50000-60000 each month. Expecting 1.5 cr value after 23 year.

[@gopinath_ravi]

After 23 yrs, with inflation it will be similar to ten thousand rupees. Can you survive with ten k in your Hyderabad. 1.5 crore is equal to 32lakh of today with seven percent inflation.. Increase sip every year.. don't even think about what fund is good what is bad.stay the course.. :)

[@raghav.n]

What is the logic behind choosing/ selecting the above specific funds to invest?

[@rakshitkumar2014]

@@raghav.n My guess is that he just searched for Mutual Fund with Best returns and picked them. Except for PPFAS which he picked because of its popularity even though it has underperformed benchmark consistently.

[@religionofpeace782]

So He is happy to underperform...means we should be mental patients to expect benchmark beating returns from this flexicap fund, am I right?

[@Beatindex20]

Two operators 😅

[@guharup]

one immanuel kant 😜