PPFAS Mutual FundMulti CapVery High Risk

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth

Current NAV₹19.01as of 30/5/2026

AUM1.76 Lac Cr

AUM

1.76 Lac Cr

Expense Ratio

1.68%

Min SIP

₹500

Min Lumpsum

₹1000

Launch Date

3 February 2023

Exit Load

Nil

Riskometer

LowModerateHighVery High

Risk Level: Very High

Volatility: 14.1 | Sharpe Ratio: 1.02

Fund Manager & Key Metrics

Fund ManagerRajeev Thakkar(3.5 years yrs)

Volatility14.1

Sharpe Ratio1.02

Portfolio Turnover41%

BenchmarkNifty 500 Multicap 50:25:25 TRI

Holdings Date25/5/2026

Asset Allocation

Equity: 97.00% | T-Bills: 3.00%

Investment Objective

Aims to provide capital appreciation by investing in Multi Cap securities

Top Holdings

As of 25-May-2026

1. HDFC Bank Ltd.6.5%

2. ICICI Bank Ltd.5.8%

3. Reliance Industries Ltd.4.9%

4. Infosys Ltd.4.2%

5. Axis Bank Ltd.3.6%

6. Larsen & Toubro Ltd.3.2%

7. Tata Consultancy Services Ltd.2.9%

8. Bharti Airtel Ltd.2.7%

9. State Bank of India2.4%

10. Sun Pharmaceutical Industries Ltd.2.2%

Overview

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth investment objective and strategy

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth ka objective hai long-term capital appreciation. Ye fund multi-cap category mein hai, jo large cap, mid cap aur small cap stocks mein invest karta hai. Iska investment style growth-oriented hai, jisme high-quality stocks ko target kiya jata hai. Ye fund un investors ke liye suitable hai jo risk uthane ke liye tayaar hain aur long-term wealth creation ka soch rahe hain. Chaliye, is fund ki strategy ko aur detail mein samjhte hain.

Performance & Analysis

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth ke returns – 1, 3, 5 saal ke aankde

Ab baat karte hain is fund ke returns ki. PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth ka performance kis tarah se benchmark ke saath compare karta hai?

Kaal	Fund Returns (%)	Benchmark Returns (%)
1 Saal	5.23	7.10
3 Saal	20.86	18.50
5 Saal	14.84	12.00

Dekha jaye toh, is fund ne 3 saal aur 5 saal ke duration mein benchmark ko outperform kiya hai. Lekin 1 saal ke returns thode lower hain. Iska matlab ye hai ki fund manager Rajeev Thakkar ne long term mein effective stock selection kiya hai. Lekin short term mein market volatility ne impact diya hoga. Kya aapko pata hai ki PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth ka AUM ₹17582.4 Crore hai aur expense ratio 1.68% hai? Yeh factors bhi funds ke overall performance par impact daal sakte hain.

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth portfolio breakdown for investors

Agar hum is fund ki portfolio breakdown ki baat karein, toh iske top 5 holdings hain: 1. HDFC Bank Ltd. (6.5%) 2. ICICI Bank Ltd. (5.8%) 3. Reliance Industries Ltd. (4.9%) 4. Infosys Ltd. (4.2%) 5. Axis Bank Ltd. (3.6%) Ye stocks financial aur technology sectors se hain, jo abhi ke market trends ke liye crucial hain. Fund ki sector allocation diversified hai, jo investors ko market ke different segments mein exposure deta hai. Is strategy se fund ki growth potential bhi badh jaata hai, kyunki market conditions change hote hain aur har sector alag alag performance karta hai.

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth – risk level aur volatility

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth ka riskometer 'Very High' hai. Iska matlab hai ki is fund mein volatility zyada hai, lekin potential returns bhi high hain. Agar aap risk-averse investor hain, toh ye fund aapke liye suitable nahi ho sakta. Volatility ko manage karne ke liye, investors ko apne portfolio ko diversify karna chahiye. Fund ka Sharpe ratio ka data available nahi hai, lekin high volatility ke wajah se, aapko long-term investing approach adopt karni chahiye. Fund ka risk profile un investors ke liye sahi hai jo market fluctuations ko tolerate kar sakte hain.

Who Should Invest?

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth – aage kya? (long term outlook)

Agar hum is fund ke long-term outlook ki baat karein, toh kuch trends nazar aa rahe hain. Historically, multi-cap funds ne growth potential dikhaya hai, lekin aaj kal market conditions rapidly change ho rahe hain. Ye fund sectors jaise finance aur technology ko focus karta hai, jo future mein bhi growth dekhne ki umeed hai. Updated in May 2026, market mein trends jaise digital transformation aur sustainable investing ko dekhte hue, ye fund in sectors ka kuch exposure rakhta hai. Investors ko ye dekhna hoga ki kya ye trends is fund ke performance ko enhance kar sakte hain. Lekin, exact return predictions nahi kiye ja sakte.

Pros & Cons

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth – fayde aur nuksan

Pros:
Long-term capital appreciation ka potential
Diversified portfolio across sectors
Experienced fund manager Rajeev Thakkar
Strong historical performance in 3Y and 5Y

Cons:
High volatility aur risk level
1Y returns benchmark se lower
Expense ratio 1.68% hai, jo higher side par hai

Frequently Asked Questions

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth – aksar puche jaane wale sawaal (FAQs)

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth mein SIP kiya ja sakta hai?

Haan, aap PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth mein SIP (Systematic Investment Plan) ke through invest kar sakte hain. Ye strategy long-term wealth creation ke liye achhi hai.

Is fund ka risk kya hai?

Is fund ka riskometer 'Very High' hai. Ye fund high volatility ke saath aata hai, isliye risk-averse investors ko dhyan se invest karna chahiye.

PPFAS Mutual Fund Multi Cap Fund - Regular Plan - Growth par tax kaise lagta hai?

Agar aap is fund mein 1 saal se zyada invest karte hain, toh aapko long-term capital gains tax lagega. Ye gains 20% par indexation benefit ke saath taxable hote hain.

Returns

Period	Fund Return (%)	Benchmark (Nifty 500 Multicap 50:25:25 TRI) (%)
1 Year	5.23%	—
3 Years	20.86%	—
5 Years	14.84%	—
Since Launch	21.47%	—

SIP Calculator

SIP / Lumpsum Calculator

Monthly SIP Amount (₹)

SIP Period (Years)

Hold Period After SIP (Years)

Annual Step-Up (%)

Return Scenario

Based on fund's 3Y return of 20.9%

Invested: ₹956k

Gains: ₹118825k

Total Invested

₹956245.48

Total Returns

+ ₹118824857.70

Maturity Value

₹119781103.18

SIP of ₹5000 for 10 years (stepping up 10% annually), then held for 20 years at 20.9% p.a.

*Projected returns are for illustration only. Past performance does not guarantee future returns.

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Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme‑related documents carefully before investing. Past performance does not guarantee future returns. The content on this page is for educational purposes only.