What Is PPFAS Portfolio Strategy? | Rajeev Thakkar On The Portfolio Manager

Рет қаралды 35,448

Күн бұрын

Rajeev Thakkar, CIO & Director - PPFAS gives insights on PPFAS portfolio strategy and is liquidity a challenge. PPFAS believes that India can't grow without banks getting bigger.
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Пікірлер: 38

@GrowWealthPath 18 күн бұрын

He is my favourite fund manager. He is managing my 1.10cr portfolio and 60% of that from profits. Investing from 2018

@VishalJangid1 15 күн бұрын

60% per annum?

@GrowWealthPath 15 күн бұрын

@@VishalJangid1at 28% cagr from past 6 years. I was doing sip

@melwynd 14 күн бұрын

I started SIP in June 2020 and same CAGR. Amazing fund

@guharup 14 күн бұрын

now aum is too big

@GrowWealthPath 14 күн бұрын

@@melwyndyes. I dont know why people are talking about underperformance

@akhilSingh_3696 14 күн бұрын

for a moment the man appeared to me as Parvez Musharaf.

@kaushikdebnath9285 13 күн бұрын

😂😂😂😂😂

@niwaas 2 күн бұрын

He is actually having some connection 😂

@gubgub1 13 күн бұрын

Don't blindly invest in a fund that is hugely promoted by news, influencers. Reality is something else. Better to have conviction in your own research, it will give you better real return.

@devendersingh4303 18 күн бұрын

Why you did not talk to him on power utility power grid and coal India ,his two of five top holdings.

@yashvardhanchopra_0406 18 күн бұрын

Kindly do a similar interview with S. Naren please!

@pcaurac 6 күн бұрын

We give money to AMC to make money however they keep missing cycles of sectors within equity. PPFAS missed entire cycle of real estate , just last one year. Real estate index is up 110%

@nistalasuresh5837 18 күн бұрын

Always love to listen to Rajeev thakkar thoughts

@thetallandhandsome 14 күн бұрын

salute Rajeev ji

@manojm5747 19 күн бұрын

Any view on union bank and iob...?

@religionofpeace782 18 күн бұрын

Now the worst performer of all flexicaps...when can we expect a turn around for this fund?

@cricketwithjulius3633 17 күн бұрын

Then redeem your holdings? Who is forcing you to stay invested? 😂

@Venky_015 14 күн бұрын

He already told we are happy to be lagged nd don't chance unwanted returns

@ShashankRaina 14 күн бұрын

Man, this guy comes on every video to complain about PPFAS, but still won't redeem and move to "better" funds.

@muthukumar532 8 күн бұрын

I invest only one fund ppfas tax saver fund i very happy

@padmanabhanr4242 19 күн бұрын

hdfc bank has been a laggard for ppfas portfolio

@religionofpeace782 18 күн бұрын

Most of its holdings are laggards only...worst performer among peers.

@shubhendusingh1991 18 күн бұрын

@@religionofpeace782 Parag Parikh Flexi Cap (5 Year): 26% Returns. Top 3rd Performer out of 46 funds. Benchmark Returns is 20% for same period.

@KPS_04 13 күн бұрын

😂😂😂 @@religionofpeace782

@135yahoo 10 күн бұрын

Kamyab

@religionofpeace782 18 күн бұрын

So He is happy to underperform...means we should be mental patients to expect benchmark beating returns from this flexicap fund, am I right?

@bivash603 19 күн бұрын

I am Bivash Mandal from Hyderabad. Please review my portfolio and give suggestions Motilal Oswal Enhanced Value fund - 3000 JM Flexi Cap - 3000 Parag Parikh Flexi - 2000 Quant Small - 2000 Nippon Multi Cap - 2000 Invest for 23 years. And then SWP of 50000-60000 each month. Expecting 1.5 cr value after 23 year.

@gopinath_ravi 19 күн бұрын

After 23 yrs, with inflation it will be similar to ten thousand rupees. Can you survive with ten k in your Hyderabad. 1.5 crore is equal to 32lakh of today with seven percent inflation.. Increase sip every year.. don't even think about what fund is good what is bad.stay the course.. :)

@raghav.n 16 күн бұрын

What is the logic behind choosing/ selecting the above specific funds to invest?

@rakshitkumar2014 9 күн бұрын

@@raghav.n My guess is that he just searched for Mutual Fund with Best returns and picked them. Except for PPFAS which he picked because of its popularity even though it has underperformed benchmark consistently.

@Beatindex20 19 күн бұрын

Two operators 😅

@guharup 14 күн бұрын

one immanuel kant 😜

@anilchandy1056 14 күн бұрын

PPFAS is one of the worst performing funds in my portfolio. Why everyone is talking about this fund. Just because of this I still continue to have it my portfolio but still skeptical about this fund.

@ShashankRaina 14 күн бұрын

Everyone talks about it because of its investment philosophy, careful selection approach and low standard deviation . If you're investing in it because people are talking about it, you should reconsider your investment style.

@BocchiTheFrog 7 күн бұрын

Did you even consider what their investment strategy was before investing or are you just chasing after returns?