Is Parag Parikh Flexi Cap a Contra Fund? | PPFAS Flexi Cap Fund Portfolio Review

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  • Опубликовано: 9 июл 2024
  • #ParagParekhFlexiCapFund #ContraFundAnalysis #MutualFundReview #investmentstrategy #portfolioreview #mutualfunds #investinginsights #financialplanning #investmenttips #mutualfundinvesting #ContraInvesting #personalfinance #investmentanalysis #MutualFundPerformance #investmentportfolio
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    Explore whether Parag Parekh Flexi Cap Fund qualifies as a contra fund in this insightful portfolio review. We dive into its investment strategy, performance analysis, and key holdings to uncover what sets it apart in the mutual fund landscape. Watch to learn how this fund positions itself in volatile markets and its potential as a contra investment choice.
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Комментарии • 33

  • @iAnshulG
    @iAnshulG 21 день назад +17

    PPFAS still has focused portfolio...number of stocks seems high because they have many arbitrage positions..

    • @subhadarshisamal331
      @subhadarshisamal331 4 дня назад

      @@iAnshulG is it good do sip now a days

    • @iAnshulG
      @iAnshulG 4 дня назад

      @@subhadarshisamal331 Yes, it a most consistent value found with lower downside risk as compared with other fund...

  • @abhaykumartripathi2675
    @abhaykumartripathi2675 21 день назад +6

    I don't think they are playing Contra. Rather they have increased exposure in Private banks. May be sector specific bets based on business cycles.

  • @gouthampai5055
    @gouthampai5055 21 день назад

    Thank you gaurav sir

  • @jayanthnanda
    @jayanthnanda 21 день назад +1

    Some of SBIMF's portfolio and PPF's are similar but structural composition between two is completely different.

  • @UttaranBanerjee-gr7xy
    @UttaranBanerjee-gr7xy 13 дней назад

    Nice coverage regarding the latest update of the fund...

  • @nandkishorkale2160
    @nandkishorkale2160 21 день назад +1

    Please tell us new stock addition by parag parekh flexy cap fund

  • @TrotalResearch
    @TrotalResearch 16 дней назад

    2:23 They are investing in 34 stocks rest are arbitrage positions.
    3:43 They used to hold HDFC because it was about to be merged into HDFC bank and HDFC was available at 6% discount as compared to HDFC Bank.

  • @gauravkumrawat640
    @gauravkumrawat640 21 день назад +2

    June me last year HDFC tha, merger ke baad HDFC bank hogya

  • @SomeRandomDude2007
    @SomeRandomDude2007 21 день назад

    Super video

  • @AdityaSingh-iv9wz
    @AdityaSingh-iv9wz 21 день назад

    Hdpc nippon sbi and ppfas have best fund managers and consistent record ✌️

  • @N.k.86
    @N.k.86 21 день назад +1

    Actual numbers of stocks are less than what you told and second HDFC LTD converted to HDFC BANK

  • @Nidhi.pranchal
    @Nidhi.pranchal 21 день назад

    Please analysis dabur vs hul vs tata consumer.make a video best FMCG share for long term portfolio.

  • @jaydeepsuklikar3212
    @jaydeepsuklikar3212 21 день назад

  • @adityaprakash906
    @adityaprakash906 19 дней назад +1

    Sir please compare Parag parikh flexi cap fund & Axis Nifty 500 index fund.The benchmark of both the funds are same.Will it be okay to invest in both the funds or should I invest in only one of them?

  • @RahulDutta927
    @RahulDutta927 21 день назад +6

    Please review "Parag Parikh ELSS Tax Saver Fund" 🙏

  • @patelsachin6481
    @patelsachin6481 21 день назад +2

    Sir, please launch your mutual fund we will invest

  • @Maknahar
    @Maknahar 21 день назад +1

    They had HDFC before HDFC Bank

  • @Parag143able
    @Parag143able 21 день назад +3

    Sir can you please review Nippon India flexi cap fund in this same way

    • @must604
      @must604 21 день назад +1

      😂😂अभि small cap को भुलने का समय आया है, ऐसा लगता है.
      Small cap ,bear मार्केट मे खतरनाक रेहता है.
      थोडी care लेकरं इन्व्हेस्ट करना ,चाहीये ,ऐसा हमे,लगता है.
      हम गलत भि हो सकते है.

  • @amlansaha9780
    @amlansaha9780 20 дней назад +2

    Can you please review my portfolio.
    Moderate risk appetite and long term investor.
    UTI nifty 50 index --> 10000
    ICICI equal weight nifty 50 index --> 10000
    Motilal midcap --> 10000
    Tata smallcap -->6000
    Nippon small cap -->6000
    Kotal opportunity large & midcap --> 7000
    Parag Parikh flexi--> 7000
    Nippon India Multi--> 7000
    Sbi contra fund--> 7000
    Does the allocation looks good for the long term portfolio?

    • @tej_dhami
      @tej_dhami 20 дней назад +1

      No. Why so many MF? You're falling to FOMO. Keep it simple. 1 Index Core. Pick 1 large + midcap fund. Pick 1 small cap fund. Pick 1 further fund if needed.

  • @MukeshKumar-un5nn
    @MukeshKumar-un5nn 5 дней назад

    Why this fund is underperforming

  • @rsingh4044
    @rsingh4044 21 день назад

    I request you to to kindly compare Nifty200 momentum 30 with nifty alpha 50.
    Nifty alpha 50 has rebalancing every quarter whereas nifty 200 momentum has rebalancing every 6 months

  • @nayaneshpatel5563
    @nayaneshpatel5563 21 день назад +1

    PPFas HAS 105 stocks holding

  • @dm5665
    @dm5665 21 день назад

    Haan contra fund with low volatility

  • @biswarajkarmakar9650
    @biswarajkarmakar9650 19 дней назад

    After watching this I will withdraw my money from PPFAS flexi cap fund as sson as possible...It seems like they purposely choose the odd shares as their top holding so that they can control there own top holding share prices with fresh infused sip's and increasing the value. During market down turn with such huge AUM this top holding shares and this fund will be catastrophic !!

  • @anshul213anz
    @anshul213anz 21 день назад +3

    Bakwas review, very repetitive.. He keeps saying same thing that contra beta le rahe hain... No deductions or anything useful

  • @JustChillbro482
    @JustChillbro482 16 дней назад

    This is consistently worst performing flexi cap fund right now in market !!