PPFAS vs Quant: Which fund house is better?

Рет қаралды 150,038

Күн бұрын

Quant Mutual Funds and Parag Parikh Financial Advisory Services (PPFAS) have seen massive growth in their AUM in the past few years. This growth has been driven by the returns their investment styles have generated. However, beneath the surface, their investment styles couldn't be more different.
PPFAS buys stocks of companies with solid fundamentals and a competitive business model. It also considers valuations the most important parameter when selecting stocks. Quant, on the other hand, has an unconventional way of investing. It uses an in-house model that combines fundamentals and technicals. The model scans out stocks and they don’t hesitate to sell the holdings even within a few months if they no longer qualify its model.
In this video, we analyse their investment styles in detail and also see the periods when the two investment strategies perform better. In short, we recommend watching this video if you want to know which investment style is better for your equity portfolio.
Chapters
00:00 Introduction
01:26 PPFAS vs Quant
02:00 Being Conventional vs Being Relevant
03:55 Unpacking Portfolios
08:32 Performance Analysis Assessing Strategies across time

Пікірлер: 172

@maheshmoharir9314 Ай бұрын

Out of box thinking of Quant is really impressive.

@ramyasri6093 Ай бұрын

If Quant MF manages same type of returns in next 5-6 years then it will be considered a miracle

@brajeshsingh2391 Ай бұрын

agreed. Quant has performed well in a consistently rising market over the last 1 year where its momentum style works but once market becomes static then it remains to be seen if Quant MF can generate the same return. We have seen this with PMSes in the past. They came into the market and with their quick footed approach they generated much better returns than the index. But now they are struggling.

@brajeshsingh2391 Ай бұрын

also to share Quant MF performed the worst in the stress test. Their returns are high but they performed poorly in the stress test indicating their liquidity is not as high as some other established conventional MFs. Its pretty obvious if you chase a high return strategy then high risk comes naturally. Nothing against the Quant AMC but I would not chose a fund which does not place fundamentals at the top of investing strategy.

@Razrman 21 күн бұрын

@@brajeshsingh2391it depends on your investing approach and objective. Understanding the possible demerits of quant, I can invest 20-25% in it which won’t trouble me in a downturn but give me that alpha in a momentum.

@religionofpeace782 5 күн бұрын

@@brajeshsingh2391 How was SBI small cap's stress test result?

@zeeshanzia6364 Күн бұрын

not possible ....also its coz of Adani shares..they dont have good financials

@aj-by4nc Ай бұрын

Best fund is which not just gives returns but protects downside during market crash

@ramyasri6093 Ай бұрын

Well said

@vivekkvt949 Ай бұрын

thats correct. Quant going down heavily when market crash

@rules436 Ай бұрын

Quant has high churn of stocks.if I buy an MF I need it to adapt than hold and pray ... my pick is Quant .. thou I have both

@ETMONEY 29 күн бұрын

Hello, thanks for sharing your perspective

@subodhadavadkar7158 Ай бұрын

Buy both 50-50 simple solution

@JishnuChatterjee Ай бұрын

ultimate solution, bhai

@swakshatra Ай бұрын

Ultimate😂

@avinashbharti4366 Ай бұрын

Exactly what I am doing

@srikanthkaredla Ай бұрын

No, then you are missing on compounding

@amaanullah13 Ай бұрын

Exactly @@srikanthkaredla

@sudipbanerjee8312 Ай бұрын

I have been following this style since last 1 yr

@prasadpasala1340 Ай бұрын

I have large percentage of investment in Quant. I switched from PPFAS flexi cap to quant... PPFAS flexi cap has exposure to foreign equity, hence a stability, when Indian equity incur losses as on 09.05.2024. Quant momentum fund is best in class. thankful for insights into nature of these AMC, this helps us to take better decisions.

@neeraajsharma Ай бұрын

Same here, i have been saying the same thing but nobody lestning, sooner or later ppl will realize.

@SurendraKumar-si8lw Ай бұрын

PPF : value investing so good for long term, low risk and downside protection. fund size moderate effect Quant : Just like trading , in bull run high return but in bear market may loose money, high risk. if fund size grow its hard to manage money . not good for long term. Saw some comment better to invest in both fund house.

@neeraajsharma Ай бұрын

@@SurendraKumar-si8lw offcourse, but i think we all are investing in stock market becase we think india is in a bull run and will remain same for at least decade, may be we will see 1 or 3 years of bear run.

@ETMONEY 29 күн бұрын

Hi, glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

@RahulYadav-nk6wp Ай бұрын

People early in their career: Quant on the basis of Sharpe, Std. Deviation. People in there later career: PPFAS (aim should be to prevent wealth erosion, wealth protection) People can maintain 60-40 of these two funds.

@nasdoc1 21 күн бұрын

The most sensible comment.

@darshans5185 11 күн бұрын

Best comment

@darshans5185 11 күн бұрын

You've earned a subscriber. Well explained sir!

@biologistchirag 29 күн бұрын

Quant is legendary. Gratitude 🙏

@sumitdesai9265 21 күн бұрын

really great and informative video, thank you so much

@shoaibmondal Ай бұрын

I think quant is following Renaissance technology's (jim) they didn't care about emotions just pure mathematics tradeing style

@whatwonderfulworld 18 күн бұрын

Oh please dont even compare Rentech with quant. Quant fund house just started getting a lot of traction and in the last 10 years we haven't seen any major crash except Covid which also recovered quickly. The beta of Quant equity mutual funds to Nifty 50 is more than 1 that means that when market crashes quant equity mutual funds will go down even further.

@acclimatized8838 6 күн бұрын

They won't be able to do once aum keep getting bigger. That's why they have 20% in reliance and jio or kotak in all fund. Earlier it was HDFC in all fund

@dhanwantarihospital5128 16 күн бұрын

Thanks this video is very informative and helpful for me

@dsignedits Ай бұрын

I was looking for answers and here you gave it in a very simple way. Thank you so much ET money and the person who explained it.

@ETMONEY 29 күн бұрын

Hello, thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.

@DeepakSharma-vo3fu 24 күн бұрын

Very good explanation

@mtkm2003 19 күн бұрын

Thanks Sir for helping me to make timely decision

@MrVcm108 Ай бұрын

Most awaited video

@ETMONEY 29 күн бұрын

Hello, hope you found it useful. Please share it with your friends, family and colleagues as well.

@GabrielGomes-vi9di 26 күн бұрын

Great video

@ap14spt Ай бұрын

Good comparision

@ETMONEY 29 күн бұрын

Hi, glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

@arvindjain7295 Ай бұрын

Excellent video. Thanks

@ETMONEY 29 күн бұрын

Hi, glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

@Maknahar Ай бұрын

Number of stock in PPFCF is 29 stocks (+4 International). Research more please.

@jaymadhani8551 11 күн бұрын

Best analysis!!

@injoyutube 24 күн бұрын

One can see the difference. Not only in Flexi cap, but in every segment, Quant is no. 1 fund. It is not easy although. I have chosen Quant Value Fund. A better replacement for Quant Flexicap. Hope it will also move on faster than others.

@padaladileep5906 3 күн бұрын

Nice explanation

@mtkm2003 19 күн бұрын

Which quant scheme is better ELSS or value fund?

@xenonheat 15 күн бұрын

I think ppfas protects when market is showing downfall. Instead of greed, better go for stable approach.. 🔋

@aryanyadav3690 7 күн бұрын

I have both & I like Quant 🔥

@saikiranlankalapalli9106 25 күн бұрын

Great analysis on the Investment strategies of the 2 best Mutual Fund Houses. If Quant Funds continue to maintain the returns for the upcoming 30 years, SIP + SWP will be a great method for Wealth Creation and Capital Protection. It's a long shot though..

@Razrman 21 күн бұрын

Quant has delivered a fantastic return because market supported it. Markets can’t perpetually be in a rally for next 30 years. So expecting same results for next 30 years won’t be realistic.

@avinashumakantha Ай бұрын

please make more such videos across different funds.. excellent analysis

@ETMONEY 29 күн бұрын

Hello, we are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.

@utkarshjasraj Ай бұрын

Insightful

@ETMONEY 29 күн бұрын

Hi, glad to know that you found this video helpful. Please don’t forget to share it with your friends and family.

@Harry-ht9ck Ай бұрын

good explaination

@ETMONEY 29 күн бұрын

Hello, thanks for your encouraging words. Please help spread the message by sharing this video with your friends and family.

@aveshesh 27 күн бұрын

Which scheme gives best returns in quant MF for long term

@RaviRajput-mq2ew Ай бұрын

Superb Analysis

@ETMONEY 29 күн бұрын

Hi, nothing pleases us more than knowing that our content proved useful to our viewers. Do take out time to share it with your near and dear ones as well.

@quadxtech7263 Ай бұрын

Thanks for this video

@ETMONEY 29 күн бұрын

Please share this video with your friends and family as well.

@mohankumaras Ай бұрын

Funnily enough I have both :D

@niteshlimbu8627 29 күн бұрын

I have ppfas and quant mid and smallcap in 5:3:2 propotion.

@sandeshbs6898 27 күн бұрын

3 years back I did same by investing lumsum in both parang and quant but after 3 years now, quant has given 150 percent returns and parag on the other hand just 70, returns are miles apart so think before investing in both!!

@amitangshusenapati4384 25 күн бұрын

In long run which is good?

@sandeshbs6898 24 күн бұрын

@@amitangshusenapati4384 quant!!

@ashu9688 10 күн бұрын

which fund bro of quant you invested..

@naveenkishore3743 Ай бұрын

Good informative video. Thanks

@ETMONEY 29 күн бұрын

Hello, we are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.

@injoyutube 24 күн бұрын

Quant has done everything to generate highest Alpha. Being a SIP mode investor with less capital, we want higher return in less time what Quant Flexicap is doing. Their stock turnover ratio is more than 100% that means they are actively working with the funds.

@ambarish92 19 күн бұрын

In a nutshell, they are doing their jobs unlike other actively managed funds who are not even beating their benchmarks.

@seajaey1 Ай бұрын

Thanks for the informative video!

@ETMONEY 29 күн бұрын

Please share this video with your friends and family as well.

@yashmodi8126 Ай бұрын

Already invested in both, quant elss and pp flexicap

@Fhdhd-mx4kb 5 күн бұрын

Which is giving good returns.?

@Samudragupta_ Ай бұрын

Why settle for 1, when you can have both.

@pbg2266 Ай бұрын

pl discuss quantitave category funds wrt their perfrmance in diff phases of mkt, like bull, bear, consolidation

@ETMONEY 29 күн бұрын

Hello, thanks for your suggestion. Will share it with the team.

@NirmalKumar-xq5es 29 күн бұрын

I just started to invest PPFAS Flexi cap, hope I will not regret 😀

@rohanmukherjee6741 29 күн бұрын

Hold for 10years, will be proud of your decision

@venstomon931 Ай бұрын

Biggest risk for PPFAS is Rajeev Thakkar quitting the company. He is an exceptional fund manager. I love the VLRT method of Quant. I have invested in both the fund houses

@globalknowledge2441 Ай бұрын

But who say they are quitting

@venstomon931 Ай бұрын

@@globalknowledge2441 Nobody is saying.

@MabudSarkar Ай бұрын

Rajeev has equity , He is the share holder of PPFAS AMC unlisted

@VipulChakurkar Ай бұрын

The key man risk also exists with Quant, with the most schemes being managed by 2-3 FM's

@venstomon931 Ай бұрын

@@VipulChakurkarOnly if they all quit at the same time.

@arshivarvariya571 Ай бұрын

Plz review Motilal Oswal mid cap fund

@ETMONEY 29 күн бұрын

Hello, thanks for your suggestion. Will share it with the team.

@Gandhilgvg Ай бұрын

I invest 50-50 in both

@bhavinmistry6262 Ай бұрын

Best

@ETMONEY 29 күн бұрын

Please share this video with your friends and family as well.

@saikatghosh90 Ай бұрын

i have 30-30 % allocation to both, rest 40% across other.. 10% Kotak

@fahimvlog7790 Сағат бұрын

every person is different..depends what is your goal with your investment..for me making the biggest corpus is the goal in a long term...and for that..i need the lowest expense ratio and the highest CAGR..so QUANT works best in that case..

@AdityaSingh-iv9wz Ай бұрын

My question is when Quant's AUM increases how will they keep delivering returns with such high portfolio turnover ?

@ETMONEY 29 күн бұрын

Hello, you are right; it won't be easy. Thanks for sharing your perspective.

@piyush7700 Ай бұрын

Number of stocks in PPFAS is still 25-30. The 55 number includes arbitrage positions as well.

@ashishsawant9478 26 күн бұрын

buy and sell techniques से टॅक्स का क्या

@vmkumar14 Ай бұрын

👍

@thedefender2191 Ай бұрын

Mix of both 😅

@udayk19 24 күн бұрын

When market is bullish buy PPFAS and when market are bearish or sideways buy QUant . Then can make good returns

@whatwonderfulworld 18 күн бұрын

What!!! Sorry but this doesn't make any sense. There is no research or logic backing this.

@fungaming9589 25 күн бұрын

Can anyone tell me if I place an order for a mutual fund how can I get it on the same day in my account ?

@Chenna983 19 күн бұрын

Hi, generally if we initiate payment and if it reaches the AMC by 2PM, then same day NAV will be applicable.

@jsajeev3046 Ай бұрын

Well instead of the fund house review it would have been better if you had done something explaining the name/dob mismatch that is preventing maybe 50% of investors from investing in MFs despite KYC being up date and validated. ET money it seems like a lot of others does not have the courage to tell SEBI what an asinine regulator it has been with this whole mismanagement.

@060101132 Ай бұрын

Source of this data other than your personal opinion?

@MohitYadav-th7fz Ай бұрын

Namste Sir Is it right time to invest lumsum in mid cap and small cap mutual funds..?🔥,

@sundershyam250 Ай бұрын

@ETMONEY 29 күн бұрын

Hello, I understand that you want to invest in mid and small caps but are concerned about the ensuing volatility currently. There is actually no good or bad time to start investing in a mutual fund, provided you understand your risk appetite and are willing to invest for the long term. You can invest via SIPs so that you can average your investment cost should the markets correct.

@debasishnm8423 Ай бұрын

QUANT IS MAGIC.

@ankurchotaliya6326 Ай бұрын

Please make vedio on Lumpsum Sip

@ETMONEY 29 күн бұрын

Hello, here's a video you may like: kzfaq.info/get/bejne/hamcYN1err68dXk.html

@aglprateek 25 күн бұрын

Why no one talks about heavy investment of Quant funds in F&O market which is very risky..purely satta

@Razrman 21 күн бұрын

It’s Satta for retailers like us. A fund house is in DII category. They have enough means and knowledge to make money from FnO

@aritradas2303 19 күн бұрын

QUANT prefers to follow Momentum Strategy

@rajbasu8649 29 күн бұрын

I'm in favor of Quant, because we are moving into an Era where we buy and forget approach may not work as it did earlier. My personal style is Value investing, as I don't have the resources or time to identify opportunities well beforehand. So having quant gives me a strategy diversification as well. Plus a data driven Sector agnostic opportunistic model Is what all active fund managers should pursue.

@SGK2325 Ай бұрын

What about quant active fund

@ETMONEY 29 күн бұрын

Hello, I understand you want us to analyse this fund. Let me share your request with the team.

@kattappa4344 Ай бұрын

Quant is best

@vipinjoshi8335 Ай бұрын

Hello ET money team , I requested for call back regarding Genius. It's been more then 10 days . Still waiting for call.

@ETMONEY 29 күн бұрын

Hello, let me pass on your concern to the customer support team. They will get back to you.

@Abhi-ow1dr 12 күн бұрын

50 : 50

@jatinbhatoya8420 22 күн бұрын

warren buffet jaise returns chaiye toh uske liye 90 saal jeena bhi padega. aaj kal toh 60 prr hi log boriya bistra le krr nikl lete hain

@greenlinecoolingsolutions4761 Ай бұрын

Quant small cap best

@rahul2756741 Ай бұрын

PPFAS is much better

@sanketnegi1 Ай бұрын

For most

@JishnuChatterjee Ай бұрын

as usual, awesome analysis

@ETMONEY 29 күн бұрын

Hello, we are extremely happy to know that you found this video useful. Please share it with your friends and family as well and help spread the word.

@maverickrahul104 22 күн бұрын

Only if you had compared 5yr CAGR for all schemes of these AMCs you would have realised who's the clear winner!!!

@jaik9321 Ай бұрын

Quant tax saver is awesome

@Jennifer-li7on 10 күн бұрын

The market trend can turn around very quickly. In fact, the indexes often switch from a bear market to a bull market when the news is at its worst and the mood of investors is at its lowest point. I read an article of people that grossed profits up to $150k during this crash, what are the best stocks to buy now or put on a watchlist?

@Sandra-mv9un 10 күн бұрын

In particular, amid inflation, investors should exercise caution when it comes to their exposure and new purchases. It is only feasible to get such high yields during a recession with the guidance of a qualified specialist or reliable counsel.

@Deborah-nl2vi 10 күн бұрын

True, initially I wasn't quite impressed with my gains, opposed to my previous performances, I was doing so badly, figured I needed to diverssify into better assets, I touched base with a portfolio-advisor and that same year, I pulled a net gain of 550k...that's like 7times more than I average on my own.

@Patricia-pc2xo 10 күн бұрын

This aligns perfectly with my desire to organize my finances prior to retirement. Could you provide me with access to your advisor?

@Deborah-nl2vi 10 күн бұрын

Angela Lynn Schilling is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

@Patricia-pc2xo 10 күн бұрын

She appears to be well-educated and well-read. I ran an online search on her name and came across her website; thank you for sharing.

@benzykaram Ай бұрын

Quant is liquid.

@AhaanSharma-io8fj Ай бұрын

Video is more inclined towards PPFAS than quant. You showed all details of PPFAS in bold and clearly visible letters, but you nearly hidden quant fund details by showing all its fund so that details could not be seen by viewers. Though you could have chosen to showcase 3 or 4 best performing quant funds. . In my opinion PPFAS is nowhere near to quant in turns of returns. .

@ETMONEY 29 күн бұрын

Hello, such was not the intention. We are regretful if such an impression was created. We will try to make our fund comparisons more balanced. Thanks for your feedback.

@DD-cq9lg Ай бұрын

YOU CAN WATCH THIS VIDEO IN 2X SPEED.

@RAY86092 Ай бұрын

😂

@abhishekchatterG Ай бұрын

I always do. They speak very slow

@zeeshanzia6364 Күн бұрын

why cant I buy quant mf in et money app?

@ETMONEY 17 сағат бұрын

We regret the inconvenience. However, this is something that is out of control of ET Money. You may be aware that ET Money is a SEBI registered investment advisor (RIA) which allows us to offer advisory services like ET Money Genius. With respect to RIA platforms supporting non-advised or self-directed investments by investors, SEBI announced a new regulation called "Execution Only Platform" framework & ET Money now is obligated to treat self-directed investor initiated transactions as Execution Only. This requires us to pass on something called as EOP code in Direct Plan transactions that helps AMCs/ RTAs and ofcourse SEBI know which transactions from ET Money are advised & which ones are directly done by investors. We sent an email on Friday (May 31) for updating our investors about these regulatory changes. ET Money has been able to ensure that all AMCs accept EOP code in the transactions; except Quant Mutual Fund. We are constantly in touch with Quant AMC to enable us to send the EOP code which means there are business & operational processes to be followed. Once the Quant's team agrees to the required changes, we are hopeful that Quant Funds will be back on ET Money without any delay., Please note, to avoid inconvenience to our investors, we have suspended only the fresh investments via Lumpsum & stopped new SIP registrations. This change doesn't affect SIP installments of your past registered SIPs or your holdings in Quant on ET Money. We will keep investors updated about the progress on this temporary suspension.

@TheCrazyheat Ай бұрын

Quant has given me 40 percent in 7 months ….beat that (updated)

@nasdoc1 Ай бұрын

Quant has given me 49%in 7 months.

@noy12371 Ай бұрын

@@nasdoc1 Which funds do u have bro pls do share

@religionofpeace782 Ай бұрын

Quant small cap has given me 15% in 8 months

@MindVerse55 Ай бұрын

For longer term you should also consider down side protection of your investment which is hard earned money 😊

@nasdoc1 Ай бұрын

@@noy12371 Quant infrastructure. I also have Quant manufacturing, that gave me a return of approx 45% since July 2023 (since its launch).

@anusayapanchal8058 26 күн бұрын

Marathi video

@LakhanParihar-zd5xc 15 күн бұрын

Et money customer car number

@SA-ey9fz 20 күн бұрын

Service of quant is pathetic

@sudheerk67 Ай бұрын

Both are good. Investment philosophies of these two may perform differently based on market conditions. My portfolio has both: PPFAS Flexi Quant Value Quant Multi-Asset

@amitangshusenapati4384 25 күн бұрын

Quant value fund type?