Unitholders' Meet 2023 - Full video

00:00 Begins
02:52 Brand Video
04:34 CEO, Neil Parag Parikh's entire Presentation:
5:51 Our journey over the past ten years
11:38 Have we walked the talk?
20:48 Product basket and other developments
23:11 Our locations
24:10 On 'Instant Gratification'
28:12 CIO, Rajeev Thakkar's entire Presentation
28:50 Elaborating our Mission:
32:17 On our AUM
33:41 On expectations
37:40 A = P (1 + r)n
51:44 Have we become too big?
59:10 Investing in 'small-caps'
1:03:50 Parag Parikh Conservative Hybrid Fund (PPCHF)
1:08:33 ITC
1:12:20 Coal India and NMDC:
1:16:15 Infosys
1:18:50 Missing out on 'hot sectors'
1:22:48 Merging of PPCHF
1:23:45 Exit Load on SIPs
1:25:18 HDFC Bank:
1:27:48 Powergrid:
1:30:07 Cipla
1:31:01 CAMS
1:31:54 Default Risk in PPCHF
1:32:47 Maharashtra Scooters and Bajaj Holdings
1:34:25 Balkrishna Ind. CCL Products
1:36:37 IPCA labs
1:37:31 IEX
1:40:32 Suzuki Motors
1:41:29 Hero Motocorp
1:43:32 Impact of US recession on IT Services:
1:45:10 Persistent Systems:
1:46:28 HDFC AMC and HDFC Life
1:47:42 Keyman Risk:
1:53:18 PPFAS IPO
1:54:40 Expense Ratio
1:56:50 New Pension Scheme (NPS)
2:00:50 SIPs from US and Canadian investors
2:02:43 Meta
2:04:37 Introducing the PPFAS Research Team
2:05:20 Motilal Oswal
2:07:42 Voluntary Delisting of Companies
2:08:27 REITs
2:11:28 Sun Pharma
2:12:34 Cement and Paint industry
2:13:30 Chemicals
2:14:51 Artificial Intelligence
2:16:12 Hospitals and Health Insurance
2:21:07 Skin In The Game
2:22:52 Flexi Cap Fund vs Contra Fund
2:23:40 Size of the Fund
2:26:52 Cash Calls
2:29:57 International Diversification
2:31:53 Management quality and valuation metrics
2:38:26 Momentum Investing
2:41:37 Real Estate
2:44:39 Lumpsum vs. SIP
2:47:03 Moderating return expectations
2:48:30 Inflation and its impact on PPCHF
2:51:18 Bajaj Holdings
2:54:48 Power sector (including ancillaries)
2:59:30 PSU sector and vehicle financing NBFCs
3:03:03 Durability of inflows in mutual funds
3:06:21 Investing conviction
3:08:41 Memes
3:09:26 Downside Capture and Margin of safety
3:12:08 Why we curate questions
3:13:52 HCL Infosystems
3:15:15United Spirits
3:16:22 China and Biosimilars
3:18:11 Quant framework
3:21:02 Group concentration risk
3:23:38 Portfolio sizing
3:27:50 Merging (vs recategorisation) of PPCHF
3:28:43 Vote of Thanks

[@TusharKarmokar99]

Ppfas has been the best amc so far. So much transparency and conviction of Rajeev. Kudos to this team

[@apsod332]

One of the honest fund house with a very clean CIO.. Been a customer since 2014.. You rock!!

[@PanikiraaniMuchatlu]

1:21:39 listening to "we will not take that risk" brought a smile on my face..❤

[@bluffmaster162]

i am happy and proud unit holder of ppfas.

[@pardeepkansal7550]

It was really insight full session and gives lot of confidence to investor about their approach, thought process...that too direct from leadership team. 🎉keep it up PPFAS team

[@wowdeep7]

The only mf I have choosen to invest. They make ur expectations grounded while giving sky rocket return. Remain winning 🐢

[@abhishekagrawal1200]

@@shivamkumarshrivastava5182suppose you have 5L to invest then decide in 40x12 months at least, don’t put all money in one sort as markets are at high

[@NativeVsColonial]

What about Quant?

[@KPS_04]

Thanks for the timestamps. Loved the session. Got some nice insights from it. Onwards and upwards, Team PPFAS 👍🏻

[@awenindo]

Thank you for this! It would be super useful to add chapters like philosophy on smallcaps, setting expectations, AUM.

[@ppfasmf]

Good morning. Yes. We do intend adding those, later this month.

[@user-vl3js3hw3d]

@@ppfasmf truely a 🐢

[@nitinkumar-iz5ux]

So good and informative, Thanks to whole team

[@tourist3066]

This unit holders meeting is better than the recent hit movies. We'll spent 3 hrs.❤❤

[@parthibansubramanian6029]

i really appreciate their sincere efforts in informing the unit holders. just too good a team. A good management is what is needed to deliver good performace, You are also a stake holders in your own funds and that makes sense in investing in your schemes.

[@karunbirsingh8154]

Ati Uttam

[@kumarpaliwal7659]

Great workshop thaks to yiu sir and your team as i invested in 5 different funds houses and i llooking such workshop from every my 10 year sip mf house to tell me about their aproch thanks a lot we 1looking one worjshop every year ones in year thanks ❤

[@srirams2007]

Kudos to ppfas team..this 1 video covers entire investing in India

[@sanjaybendgude4518]

Nice information Thanks to Ppfs I will definitely come next year

[@Fahad-471]

A wonderful session

[@govindarajan6576]

Very good session 🎉

[@amishpatel192]

Thanks PPFAS

[@diwakarbank]

Honest and transparent

[@Fahad-471]

Great AMC

[@pavanpandey444]

My first sip in ppfc And your

[@harshmohanbadola]

पराग पारीख स्मॉल कैप और मिडकैप फंड कब लॉन्च होंगे, प्लीज रिप्लाई 🤠🤠🤠

[@shaileshmistry]

How do we get to attend this meeting ?

[@harshithhari3162]

Hi Team! My name is Harshith an unit holder of Parag Parik Felxi Cap MF. I just checked the holdings of my fund has gone up to 85 securities and number of stocks added also has gone up when I invested for the first time stock holding was 31 stocks at that time Rajeev Sir had told investors in unit holders meet that team doesn't keep buying stocks because they are in upward trade. Can I get some rational what made hokdings to go up to 85 securities because lean portfolio was trademark of my fund.

[@muthukumar532]

I am NRI I monthly invest 30000 in parag parish tax sever funds .i very happy

[@IasAshutoshAwasthi]

before investing i saw a gem of organisation

[@kavikumar4440]

Ppfas❤

[@NativeVsColonial]

I understood nothing so far, I’m too dumb 🥲