August 21, 2026
mayank
Parag Parikh Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 9.67 |
| NAV IDCW (Rs.) | — |
| NAV Bonu (Rs.) | — |
| Min. Investment (Rs.) | 1,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 100 TRI |
| AUM Rs. | 835 Cr |
| (As on 31-Jul-2026) | |
| Expense | 0.14% |
| 1 Year Return (%) | — |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | -3.23% |
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The Scheme seeks to generate long term capital appreciation and income distribution to investors by predominantly investing in equity and equity related instruments of large cap companies.
Fund Manager:
1) Rajeev Thakkar
Education: Mr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP.
Experience: He has been associated with PPFAS AMC since 2013.
2) Raj Mehta
Education: Mr. Mehta is a Commerce Graduate from University of Mumbai (N.M. College) ; Fellow Member of Institute of Chartered Accountants of India (ICAI) ; CFA Charter Holder.
Experience: Beginning his career as an intern with PPFAS Mutual Fund in 2012, he swiftly moved up the ranks, and is currently part of the Fund Management team.
3) Rukun Tarachandani
Education: Mr. Tarachandani has done B Tech (Information Technology), PGPM (Finance), CFA and CQF.
Experience: Prior to joining PPFAS Mutual Fund, he has worked with Kotak Mutual Fund, Goldman Sachs, Unnati Investment Management & Research Group.
4) Aishwarya Dhar
Education: MBA – Finance
Experience: Prior to joining the PPFAS MF, she was associated with TATA AIA Life Insurance Co. Ltd, ManipalCigna Health Insurance Co. Ltd,
5) Tejas Soman
Education: Mr. Soman has done B.Com from University of Mumbai and Post Graduate Program in Securities Markets – From ‘NISM’
Experience: Prior to joining PPFAS Mutual Fund, he was associated with SBI MF, Yes Bank Limited, STCI Primary Dealership and PricewaterhouseCoopers
6) Raunak Onkar
Education: Mr.Onkar is an MMS (Finance) from the University of Mumbai.
Experience: He joined PPFAS as a research analyst. He was appointed as Head- research in the year 2011. He is working with the company as an Associate Fund Manager.
Investment Details
| Min. Investment (Rs) | 1,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1,000 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Parag Parikh Large Cap Fund
| Fund House | PPFAS Mutual Fund |
| Launch Date | 04-Feb-26 |
| Return Since Launch | -3.23% |
| Benchmark | NIFTY 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 835 Cr |
| (As on 31-Jul-2026) | |
| Base Expense Ratio | 0.14% |
| (As on 31-Jul-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Parag Parikh Large Cap Fund Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Parag Parikh Large Cap Dir | — | -0.36 | -0.1 | 3.58 | -2.5 | — | — | — | — | — |
| BSE 100 TRI | — | -0.57 | 0.42 | 4.26 | -3.55 | — | — | — | — | — |
| Equity: Large Cap | — | -0.36 | 0.38 | 4.11 | -0.91 | — | — | — | — | — |
| Rank within category | — | 66 | 61 | 54 | 60 | — | — | — | — | — |
| Number of funds in category | 111 | 117 | 116 | 116 | 112 | 104 | 81 | 63 | 50 | 42 |
Peer Comparison of Parag Parikh Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Parag Parikh Large Cap Dir | Unrated | — | — | — | 0.14 | 835 | -3.23 | — | 6M | — |
| ICICI Pru Large Cap Dir | 5 out of 5 stars | -1.77 | 12.94 | 12.80 | 0.71 | 80,960 | 14.63 | 1.00 (30) | 13Y 7M | 84.00 |
| Nippon India Large Cap Dir | 5 out of 5 stars | -1.28 | 12.99 | 14.91 | 0.57 | 54,225 | 15.18 | 1.00 (7) | 13Y 7M | 38.00 |
| HDFC Large Cap Dir | 4 out of 5 stars | 0.24 | 11.21 | 12.70 | 0.83 | 40,198 | 13.17 | 1.00 (365) | 13Y 7M | 17.86 |
| Kotak Large Cap Dir | 4 out of 5 stars | 0.65 | 12.34 | 10.97 | 0.57 | 11,028 | 13.95 | 1.00 (365) | 13Y 7M | 25.75 |
Parag Parikh Large Cap Fund Portfolio Analysis
| No. of Stocks | 106 |
| Top 10 Stocks | 42.79% |
| Top 5 Stocks | 29.86% |
| Top 3 Sectors | 58.56% |
| Portfolio P/B Ratio | 3.02 |
| Portfolio P/E Ratio | 19.89 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 4,21,891 | 4,07,604 |
| Large (%) | 96.06 | 93.06 |
| Mid (%) | 3.78 | 7.67 |
| Small (%) | 0.17 | 4.38 |
Note: Mutual fund investments are subject to market risks, read all scheme-related documents carefully.
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