What Is PPFAS Portfolio Strategy? | Rajeev Thakkar On The Portfolio Manager
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- Опубликовано: 21 июл 2024
- 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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He is my favourite fund manager. He is managing my 1.10cr portfolio and 60% of that from profits. Investing from 2018
60% per annum?
@@VishalJangid1at 28% cagr from past 6 years. I was doing sip
I started SIP in June 2020 and same CAGR. Amazing fund
now aum is too big
@@melwyndyes. I dont know why people are talking about underperformance
for a moment the man appeared to me as Parvez Musharaf.
😂😂😂😂😂
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.
Why you did not talk to him on power utility power grid and coal India ,his two of five top holdings.
Kindly do a similar interview with S. Naren please!
salute Rajeev ji
Now the worst performer of all flexicaps...when can we expect a turn around for this fund?
Then redeem your holdings? Who is forcing you to stay invested? 😂
He already told we are happy to be lagged nd don't chance unwanted returns
Man, this guy comes on every video to complain about PPFAS, but still won't redeem and move to "better" funds.
Any view on union bank and iob...?
Always love to listen to Rajeev thakkar thoughts
hdfc bank has been a laggard for ppfas portfolio
Most of its holdings are laggards only...worst performer among peers.
@@religionofpeace782 Parag Parikh Flexi Cap (5 Year): 26% Returns. Top 3rd Performer out of 46 funds. Benchmark Returns is 20% for same period.
😂😂😂 @@religionofpeace782
We give money to AMC to make money however they keep missing cycles of sectors within equity. PPFAS missed entire cycle of real estate , just last one year. Real estate index is up 110%
I invest only one fund ppfas tax saver fund i very happy
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.
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.
Did you even consider what their investment strategy was before investing or are you just chasing after returns?
Kamyab
So He is happy to underperform...means we should be mental patients to expect benchmark beating returns from this flexicap fund, am I right?
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.
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.. :)
What is the logic behind choosing/ selecting the above specific funds to invest?
@@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.
Two operators 😅
one immanuel kant 😜