PPFAS vs Quant: Which fund house is better?

Рет қаралды 173,653

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: 189

@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 Ай 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 28 күн бұрын

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

@zeeshanzia6364 24 күн бұрын

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

@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 Ай бұрын

The most sensible comment.

@darshans5185 Ай бұрын

Best comment

@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

@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 Ай бұрын

Hello, thanks for sharing your perspective

@rutvikdave5584 21 күн бұрын

That depends on your risk appetite, not at all fixed

@sudipbanerjee8312 Ай бұрын

I have been following this style since last 1 yr

@darshans5185 Ай бұрын

You've earned a subscriber. Well explained sir!

@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 Ай бұрын

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

@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 Ай бұрын

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

@Global-Netizen 6 күн бұрын

@@SurendraKumar-si8lw From last decade, we have been seeing only bull run. Bull markets are the new normal for india. A mf is of no use if it can't deliver returns. Maximum wealth creator will always be superior

@MrVcm108 Ай бұрын

Most awaited video

@ETMONEY Ай бұрын

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

@sumitdesai9265 Ай бұрын

really great and informative video, thank you so much

@saikiranlankalapalli9106 Ай 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 Ай 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.

@dhanwantarihospital5128 Ай бұрын

Thanks this video is very informative and helpful for me

@xenonheat Ай бұрын

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

@mtkm2003 Ай бұрын

Thanks Sir for helping me to make timely decision

@arvindjain7295 Ай бұрын

Excellent video. Thanks

@ETMONEY Ай бұрын

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

@injoyutube Ай 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.

@biologistchirag Ай бұрын

Quant is legendary. Gratitude 🙏

@DeepakSharma-vo3fu Ай бұрын

Very good explanation

@avinashumakantha Ай бұрын

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

@ETMONEY Ай 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.

@jaymadhani8551 Ай бұрын

Best analysis!!

@GabrielGomes-vi9di Ай бұрын

Great video

@kratsvabz 6 күн бұрын

Good analysis, helped me a lot.. I am continuing with both !

@ETMONEY 5 күн бұрын

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.

@shoaibmondal Ай бұрын

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

@whatwonderfulworld Ай 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 29 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

@Global-Netizen 6 күн бұрын

@@acclimatized8838 by your same analogy, then penny stocks will deliver better returns than bluechips

@Global-Netizen 6 күн бұрын

@@whatwonderfulworld Well, they were major corrections in market in 2015-16 and 2022. Quant mf still survived those, being the best cagr giving fund on a 10 yr horizon.

@RaviRajput-mq2ew Ай бұрын

Superb Analysis

@ETMONEY Ай 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.

@ap14spt Ай бұрын

Good comparision

@ETMONEY Ай бұрын

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

@padaladileep5906 26 күн бұрын

Nice explanation

@sandeshbs6898 Ай 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 Ай бұрын

In long run which is good?

@sandeshbs6898 Ай бұрын

@@amitangshusenapati4384 quant!!

@ashu9688 Ай бұрын

which fund bro of quant you invested..

@shivamkumarshrivastava5182 8 күн бұрын

@@amitangshusenapati4384 In the long run, Quant is far better than PPFAS. Long-term viewpoint minimizes the risk.

@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.

@seajaey1 Ай бұрын

Thanks for the informative video!

@ETMONEY Ай бұрын

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

@utkarshjasraj Ай бұрын

Insightful

@ETMONEY Ай бұрын

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

@mohankumaras Ай бұрын

Funnily enough I have both :D

@niteshlimbu8627 Ай бұрын

I have ppfas and quant mid and smallcap in <a href="#" class="seekto" data-time="303">5:3</a>:2 propotion.

@naveenkishore3743 Ай бұрын

Good informative video. Thanks

@ETMONEY Ай 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.

@mtkm2003 Ай бұрын

Which quant scheme is better ELSS or value fund?

@nagarajubandi3131 10 күн бұрын

Very informative

@injoyutube Ай 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 Ай бұрын

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

@Harry-ht9ck Ай бұрын

good explaination

@ETMONEY Ай бұрын

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

@quadxtech7263 Ай бұрын

Thanks for this video

@ETMONEY Ай бұрын

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

@aryanyadav3690 Ай бұрын

I have both & I like Quant 🔥

@aveshesh Ай бұрын

Which scheme gives best returns in quant MF for long term

@bhavinmistry6262 Ай бұрын

Best

@ETMONEY Ай 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

@Samudragupta_ Ай бұрын

Why settle for 1, when you can have both.

@piyush7700 Ай бұрын

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

@yashmodi8126 Ай бұрын

Already invested in both, quant elss and pp flexicap

@Fhdhd-mx4kb 28 күн бұрын

Which is giving good returns.?

@leninsingh5264 2 күн бұрын

thought of doing the same. was confused with ELSS option.

@pbg2266 Ай бұрын

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

@ETMONEY Ай бұрын

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

@vmkumar14 Ай бұрын

👍

@arshivarvariya571 Ай бұрын

Plz review Motilal Oswal mid cap fund

@ETMONEY Ай бұрын

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

@fahimvlog7790 23 күн 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..

@Gandhilgvg Ай бұрын

I invest 50-50 in both

@kirank7502 10 күн бұрын

Paraga flexicap or quant flexi cap. Which one is better now?

@ashishsawant9478 Ай бұрын

buy and sell techniques से टॅक्स का क्या

@NirmalKumar-xq5es Ай бұрын

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

@rohanmukherjee6741 Ай бұрын

Hold for 10years, will be proud of your decision

@thedefender2191 Ай бұрын

Mix of both 😅

@ankurchotaliya6326 Ай бұрын

Please make vedio on Lumpsum Sip

@ETMONEY Ай бұрын

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

@AdityaSingh-iv9wz Ай бұрын

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

@ETMONEY Ай бұрын

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

@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?

@nagarajubandi3131 10 күн бұрын

Sir please discuss about investment in funds of fund's category. Sir as a very small investor i can't visit foreign countries but i can invest kindly understand🙏

@debasishnm8423 Ай бұрын

QUANT IS MAGIC.

@Abhi-ow1dr Ай бұрын

50 : 50

@marriagevideos308 13 күн бұрын

Who all are here after the sebi news about front running in Quant mutual fund ?

@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 Ай 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.

@greenlinecoolingsolutions4761 Ай бұрын

Quant small cap best

@muthukumar532 16 күн бұрын

Parag parish Flexicap 50% Nifty 200 momentum index 50% good option for long term investment

@udayk19 Ай бұрын

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

@whatwonderfulworld Ай бұрын

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

@vikasp5161 22 күн бұрын

Hmm it should be opposite. Quant performs better in upward momentum but lacks downward protection. So in sideways or bearish move to ppafs or other hybrid fund. Investing in quant quite requires active participation to book profits before markets goes sideways. Personally I would allocate 30-40% to quant for some extra alpha without risking full portfolio. All these matters more when size of portfolio has reached a certain point and preserving capital becomes important.

@rajbasu8649 Ай 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.

@fungaming9589 Ай 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 Ай бұрын

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

@shivamkumarshrivastava5182 22 күн бұрын

Place the order before 2 in the afternoon when the market is open to get the same day NAV units allocation.

@aritradas2303 Ай бұрын

QUANT prefers to follow Momentum Strategy

@kattappa4344 Ай бұрын

Quant is best

@SGK2325 Ай бұрын

What about quant active fund

@ETMONEY Ай бұрын

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

@maverickrahul104 Ай бұрын

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

@jatinbhatoya8420 Ай 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

@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 Ай бұрын

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

@rahul2756741 Ай бұрын

PPFAS is much better

@sanketnegi1 Ай бұрын

For most

@nikhil3011 21 күн бұрын

Quant is king ❤

@jaik9321 Ай бұрын

Quant tax saver is awesome

@benzykaram Ай бұрын

Quant is liquid.

@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

@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 Ай 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.

@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).

@sourishbiswas7224 20 күн бұрын

Is the video ai generated

@aglprateek Ай бұрын

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

@Razrman Ай 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

@zeeshanzia6364 24 күн бұрын

why cant I buy quant mf in et money app?

@ETMONEY 23 күн 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.

@LakhanParihar-zd5xc Ай бұрын

Et money customer car number

@JishnuChatterjee Ай бұрын

as usual, awesome analysis

@ETMONEY Ай 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.

@JishnuChatterjee 18 күн бұрын

@@ETMONEYre-watching it 🎉

@shivamkumarshrivastava5182 8 күн бұрын

Axis Small Cap is better than PPFAS. Just check the fundamentals. Same risk, slightly more returns in Axis.

@SA-ey9fz Ай бұрын

Service of quant is pathetic

@anusayapanchal8058 Ай бұрын

Marathi video

@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 Ай бұрын

Quant value fund type?