Play in 1.25x 50:50 Introduction by Neil Parag Parikh (start here) 1:13:18 Presentation by Rajeev Thakkar 1:37:04 Q&A Session with Neil Borat 2:09:19 Fan favorite ITC 2:10:38 Coal India 2:16:13 EID Parry 2:17:11 HDFC Bank 2:19:29 Meta, Google, Microsoft, Amazon & High Capex for AI 2:22:12 Kotak Bank 2:23:56 Wipro 2:25:36 Pharma Sector 2:26:36 Tax Saver Fund (ELSS) vs Flexi Cap
This only has increased my conviction to be invested in PPFAS till I retire. Thanks PPFAS team for being so transparent and being open to answering questions. ❤
Effectively not allowing the middle-class to invest in foreign funds via MFs but allowing HNIs to do so via AIFs is such a disappointing policy. MFs are the most well regulated, trusted vehicle out there. Why not allow them the necessary diversification.
Because Govt performance in keeping INR strong has been poor. If mutual funds start investing in international markets, it will cause further weakening of INR against dollar. @@pritimayo
Sip in parag flexi cap fund since 5 year n I will continue till death 😮fantastic fund ❤️ with great team 👍 keep growing n keep making our money grow n safe 🙏
I joined ppfas session in Bangalore around 2019 .. we were around 10 ppl. Good to see such growth.. Contjnous SIP sice then. Rajeev is as calm as always
Watched on RUclips. I am invested in PPFCF. Wish the allocation was higher. Immense learning session. Its perhaps the only fund that has invested in US Stocks.
स्मॉल कैप फंड लॉन्च होना चाहिए पीपीएफएएस की तरफ से क्योंकि लगभग सभी बड़ी एएमसी कंपनियों ने अपने स्मॉल कैप फंड लॉन्च कर दिए हैं. अभी हाल ही में मिरए असेट ने भी स्मॉल कैप फंड लॉन्च कर दिया है.
Rajeev Thakkar has become a superstar in the MF industry. I didn't know much about Parag Parikh except a few videos of him I watched on RUclips. But that convinced me to do SIP in PPFAS MF. I think they had only one fund back then, and the AUM was pretty small compared to other flexicaps from other big fund houses. Today, PPFAS flexicap has the largest AUM among all flexicap funds.
Everyone who did reasonable analysis missed the Nvidia, even their existing highest investor Soft Bank. Once it's rallied, they can't jump in because that fundamentally violates their investors principal. I don't think we can expect PPFAS to identify and jump in the newest technology or trend. It is not on the funds basics.
That's a great idea. They should keep their Unitholder meet in different metro city each year. Hope the organising team has taken note of your comment :)
I had some questions... ! 1. Why Ronak has beard .. btw looking really good... He got persistent right.. didn't like ur head down.. not sure why head down...? China if u can explain more... ! New team members are really welcome... ! Thinking... Ntv much really good guys . ! When is banglore neet up .. would love personally come and say thanks.. one company inwanted to know ur view... Eicher !!
a question not sure if asked, but as AUM rises, is there rationale to keep fees constant vs reducing, as expenses are same irrespective of aum growth or rather atleast not proportional, some addl for opns and new stock tracking but some reduction seems reasonable.
Would have appreciated if there was some addressal to the inherent limitation of a mutual fund when people draw parallels to Berkshire Hathaway. Warren and his "disciples" (people who have believed in philosophy similar to that of Warren Buffett, Charlie Munger and others of similar thought process - e.g. Mohnish Pabrai, etc.) do not charge fund management fees / expense ratio / or what Charlie Munger used to call "Breathing fees" - they only charge performance fee over and above a threshold that one can easily earn through fixed income instruments - say 7.5% on FDs currently prevailing in India. Whereas mutual funds charge expense ratio - meaning assuming I invested on 1 Jan 2023, at the end of one year - 31 Dec 2023, even if the fund is down 5%, the expense ratio of 1.33% on a flexi cap or 1.72% on Tax Saver consistently takes away from the investor's invested sum - thereby indicating lack of alignment of interest. Has some thought been made around this? And given SEBI has recently mentioned that they have started thinking about performance based fee structure / hurdle rate - will something like this be considered at PPFAS if it was to materialise from the regulator as an alternative fee structure?
It is so annoying when people keep asking about Rajeev's replacement.... Everyone has the option to pull out the money. Then why worry too much about it, Really creepy people.
Play in 1.25x
50:50 Introduction by Neil Parag Parikh (start here)
1:13:18 Presentation by Rajeev Thakkar
1:37:04 Q&A Session with Neil Borat
2:09:19 Fan favorite ITC
2:10:38 Coal India
2:16:13 EID Parry
2:17:11 HDFC Bank
2:19:29 Meta, Google, Microsoft, Amazon & High Capex for AI
2:22:12 Kotak Bank
2:23:56 Wipro
2:25:36 Pharma Sector
2:26:36 Tax Saver Fund (ELSS) vs Flexi Cap
Thanks 👍
Thanks a lot Nitesh g
Best think you did. Thanks
Thanks
Thanks
This only has increased my conviction to be invested in PPFAS till I retire.
Thanks PPFAS team for being so transparent and being open to answering questions. ❤
Cuz they aren't bjp.
Effectively not allowing the middle-class to invest in foreign funds via MFs but allowing HNIs to do so via AIFs is such a disappointing policy. MFs are the most well regulated, trusted vehicle out there. Why not allow them the necessary diversification.
** hey to mumkin hey.
So that middle class stays middle class.
Because Govt performance in keeping INR strong has been poor. If mutual funds start investing in international markets, it will cause further weakening of INR against dollar. @@pritimayo
Bcz of retailers safety
middle class is to generate tax for govt to give freebies for votes. Rich guys and corporates are there to enjoy their hard earned money
Transparency in communication is a cornerstone of pure confidence. Not a fake PR. Something our political leaders should understand.
Sip in parag flexi cap fund since 5 year n I will continue till death 😮fantastic fund ❤️ with great team 👍 keep growing n keep making our money grow n safe 🙏
Me too
Totally agree ❤❤
Fantastic session. More the reason to stick with them. Good work.
I joined ppfas session in Bangalore around 2019 .. we were around 10 ppl.
Good to see such growth..
Contjnous SIP sice then.
Rajeev is as calm as always
Kudos to you for discovering PPFAS way back in 2019! I'm a relatively new investor in their FC fund (my SIP started just last year)
Just keep investing through thick and thin......their credibility is intact as always..@@KPS_04
Thanks for the timestamps. PPFAS is the best AMC ❤ Love their honesty and accountability!
Watched on RUclips. I am invested in PPFCF. Wish the allocation was higher. Immense learning session. Its perhaps the only fund that has invested in US Stocks.
DSP funds too have allocation in US companies.
Disclaimer- invested in both.
@@rohitasharora007 Kotak, Sbi, Axis all have foreign allocation. Sbi has the highest
Thanks Neil for organising this.. keep doing the good work. slowly but surely you will be in top 5.
स्मॉल कैप फंड लॉन्च होना चाहिए पीपीएफएएस की तरफ से क्योंकि लगभग सभी बड़ी एएमसी कंपनियों ने अपने स्मॉल कैप फंड लॉन्च कर दिए हैं. अभी हाल ही में मिरए असेट ने भी स्मॉल कैप फंड लॉन्च कर दिया है.
You guys are Amazing…👏🏻👏🏻👏🏻🙏🏻🙏🏻Hats off
Now that’s a blockbuster binge worthy content. Future viewers please watch it completely you’ll learn a lot by just listening
PPFAS, One of the best AMC hats off to you all.
Always Awesome place to Get knowledge.
Great Team.
10 Years with PPFAS
Woww you must have created immense wealth.
Bro I started recently how is your experience and returns?
Ppfas logo is my favourite, very powerful message in something so simple. Let the 🐢 run its race
Rajeev Thakkar has become a superstar in the MF industry.
I didn't know much about Parag Parikh except a few videos of him I watched on RUclips. But that convinced me to do SIP in PPFAS MF. I think they had only one fund back then, and the AUM was pretty small compared to other flexicaps from other big fund houses. Today, PPFAS flexicap has the largest AUM among all flexicap funds.
Starts at 50:00
Thank You 😅
Feel proud to be associated as an investor with such an ethical AMC.
Watching this via you tube. Good to watch. No need to relocate vanue as this will drain out a lot of effort.
Hats off to the team, the breadth of knowledge they have.
excellent analogy of driver and road journey
Everyone who did reasonable analysis missed the Nvidia, even their existing highest investor Soft Bank.
Once it's rallied, they can't jump in because that fundamentally violates their investors principal.
I don't think we can expect PPFAS to identify and jump in the newest technology or trend. It is not on the funds basics.
Thanks for your inputs to Investor 🎉😊
Always happy to hear from you team PPFAS
It’s that time of the year again!
There wasn't any questions on PPCH..😢
The folks at PPFAS are not polished, but then a sharp spear needs no polish.
And thanks Neil.. beautifully answered
Fantastic. Why don't you reallocate in all 5 metros on rotation?
I am from Kolkata.
That's a great idea. They should keep their Unitholder meet in different metro city each year. Hope the organising team has taken note of your comment :)
@KPS_04 right 👍 Boss
chol cha khete jai...
keep Up the Good Work team PPFAS👍😊
Only in India. clearly announced one question please but people keep on asking with zero consideration for others behind them in the line
3:16 guys...be respectful...u r at the best place.. ! Let's not use bad words ...it's a different meeting a different level
Please think for a small cap fund. Will love to invest there.
I had some questions... ! 1. Why Ronak has beard .. btw looking really good... He got persistent right.. didn't like ur head down.. not sure why head down...? China if u can explain more... ! New team members are really welcome... ! Thinking... Ntv much really good guys . ! When is banglore neet up .. would love personally come and say thanks.. one company inwanted to know ur view... Eicher !!
They have invested in Bajaj Holding... I wonder will there be any buyer when the ppfas decide to offload due to any reason?
I am from assam, investing in ppfcf .....
3:06:10 respect for CA Amul Agarwal sir. What a visionary question on HDFC bank..
Thank me later.
Investing through SIP from april 2019 in ppfcf.
1:50:00 Leadership
Video is tooo long and you should mention the chapter and topic of age da in the whole video otherwise impossible to watch the whole lengthy gyaan....
a question not sure if asked, but as AUM rises, is there rationale to keep fees constant vs reducing, as expenses are same irrespective of aum growth or rather atleast not proportional, some addl for opns and new stock tracking but some reduction seems reasonable.
Awesome experience
my first Rs1000 SIP starts today
They should launch ETF
This is designed like Fundsmith annual investor meets
What is the location of this meetup and how can we get in ?
As a unit holders you would have recieved invite over email
Nobody asks a question about their view of microfinance sector.
Would have appreciated if there was some addressal to the inherent limitation of a mutual fund when people draw parallels to Berkshire Hathaway.
Warren and his "disciples" (people who have believed in philosophy similar to that of Warren Buffett, Charlie Munger and others of similar thought process - e.g. Mohnish Pabrai, etc.) do not charge fund management fees / expense ratio / or what Charlie Munger used to call "Breathing fees" - they only charge performance fee over and above a threshold that one can easily earn through fixed income instruments - say 7.5% on FDs currently prevailing in India.
Whereas mutual funds charge expense ratio - meaning assuming I invested on 1 Jan 2023, at the end of one year - 31 Dec 2023, even if the fund is down 5%, the expense ratio of 1.33% on a flexi cap or 1.72% on Tax Saver consistently takes away from the investor's invested sum - thereby indicating lack of alignment of interest.
Has some thought been made around this? And given SEBI has recently mentioned that they have started thinking about performance based fee structure / hurdle rate - will something like this be considered at PPFAS if it was to materialise from the regulator as an alternative fee structure?
👍 Please send an email to PPFAS.
1:49:26
Screen is black.
हिंदी में भी बताये
Next meet, please do in Delhi NCR.
“Aapki fat ti nhi h?” what a guy! 🤣
3:43:39 😊
Please conduct the meet at different location every year
It is so annoying when people keep asking about Rajeev's replacement.... Everyone has the option to pull out the money. Then why worry too much about it, Really creepy people.
The 😮 3:20:37 3:20:38 3:23:15 3:23:15 3:23:16 3:23:16 3:23:16
Please launch a multicap, Midcap and small cap fund
🤦🏾♂️
What purpose?😂
@muthukumar532 everybody's purpose is different. If you don't understand something then don't you think that it's better to keep quiet Muthu? 😊
@@preetamshetty6679actually ppfas AMC feel not necessary otherfund no use also.ppfas AMC already invest across marked cap completely freedom
One day income of ppfas? 2 crore per day
Most idiotic & childish question award goes to 2:15:40
3:16 guys...be respectful...u r at the best place.. ! Let's not use bad words ...it's a different meeting a different level
??