Канал: PPFAS Mutual Fund

Quick Commerce - Can it revolutionize the retail industry?

Quick Commerce - Can it revolutionize the retail industry?

Decoding the Flavors & Fragrances Industry

Decoding the Flavors & Fragrances Industry

Rise & Fall of Business Families

Rise & Fall of Business Families

How to choose a Fund Manager?

How to choose a Fund Manager?

Personal Tax Simplified...

Personal Tax Simplified...

Estate and Succession planning

Estate and Succession planning

Untold truths about Insurance

Untold truths about Insurance

Family Business vs Business Families - Understanding the difference

Family Business vs Business Families - Understanding the difference

Factors driving 'co-working' spaces

Factors driving 'co-working' spaces

Overview of Outsourced Electronics Manufacturing companies

Overview of Outsourced Electronics Manufacturing companies

"What to do once you are rich"

"What to do once you are rich"

Applications of AI in Medicine

Applications of AI in Medicine

Unitholders' Meet 2023 - Full video

Unitholders' Meet 2023 - Full video

Recent developments in AI and Investment Implications

Recent developments in AI and Investment Implications

Navigating the Smallcap Landscape: Opportunity and Challenges

Navigating the Smallcap Landscape: Opportunity and Challenges

Stepping Into The Footwear Industry

Stepping Into The Footwear Industry

Understanding Wealth Management Industry

Understanding Wealth Management Industry

Understanding the Agri-Inputs Industry

Understanding the Agri-Inputs Industry

Decoding the Real Estate sector

Decoding the Real Estate sector

Glimpses of our Ten Year Journey

Glimpses of our Ten Year Journey

Investment opportunities in Fixed Income Space

Investment opportunities in Fixed Income Space

How to evaluate PSU companies

How to evaluate PSU companies

Decoding Plastic Pipes industry in India

Decoding Plastic Pipes industry in India

41. Apple Inc

41. Apple Inc

42. NMDC

42. NMDC

43. Covered Calls

43. Covered Calls

44. PPFAS IPO related

44. PPFAS IPO related

45. Stock picking in PPCHF vs PPFCF

45. Stock picking in PPCHF vs PPFCF

46. Bajaj stocks in the PPTSF portfolio

46. Bajaj stocks in the PPTSF portfolio

47. IEX

47. IEX

48. PPCHF related - State Development Loans (SDLs) and 'AAA' rated bonds

48. PPCHF related - State Development Loans (SDLs) and 'AAA' rated bonds

49. New Fund Offers and PMS from PPFAS Mutual Fund

49. New Fund Offers and PMS from PPFAS Mutual Fund

50. Berkshire Hathaway

50. Berkshire Hathaway

51. Twitter & Tesla

51. Twitter & Tesla

52. Stocks of Adani, Ambani & The Tata Group

52. Stocks of Adani, Ambani & The Tata Group

53. 'Price to Sales' Ratio and Market Cap / GDP ratio

53. 'Price to Sales' Ratio and Market Cap / GDP ratio

54. Basket Approach in the pharma sector

54. Basket Approach in the pharma sector

55. Flipping Initial Public Offerings (IPOs)

55. Flipping Initial Public Offerings (IPOs)

56. Regulatory 'observations' regarding PPFAS Mutual Fund

56. Regulatory 'observations' regarding PPFAS Mutual Fund

60. Alternative Investment Funds (AIFs)

60. Alternative Investment Funds (AIFs)

66. Will recession hit India?

66. Will recession hit India?

57. Absence of an identifiable promoter in IEX

57. Absence of an identifiable promoter in IEX

58. Plant / Factory visits

58. Plant / Factory visits

59. Do we have any 'hurdle rate' for our stocks / portfolio

59. Do we have any 'hurdle rate' for our stocks / portfolio

61. What could be the future return expected in PPFCF

61. What could be the future return expected in PPFCF

62. Voting Policy

62. Voting Policy

63. Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs)

63. Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs)

64. Securities Lending, Currency Hedging and IFSC Gift City

64. Securities Lending, Currency Hedging and IFSC Gift City

65. Will PPFCF's growing size asset base (AUM) serve to sct as a hurdle?

65. Will PPFCF's growing size asset base (AUM) serve to sct as a hurdle?

3. CIO, Rajeev Thakkar's Presentation

3. CIO, Rajeev Thakkar's Presentation

Global Snacking Industry

Global Snacking Industry

Decoding Auto Ancillaries

Decoding Auto Ancillaries

Understanding the Digital Advertising Business

Understanding the Digital Advertising Business

NeoBanks - Future of Banking

NeoBanks - Future of Banking

PPFAS Mutual Fund Unitholders' Meet 2022 Live Stream

PPFAS Mutual Fund Unitholders' Meet 2022 Live Stream

Understanding the Hospital Industry in India

Understanding the Hospital Industry in India

Business and Capital Market Environment

Business and Capital Market Environment

Evolution of Indian Broking Industry

Evolution of Indian Broking Industry

The World of Consumer Durables: Fast Moving Electrical Goods

The World of Consumer Durables: Fast Moving Electrical Goods

Understanding the World of Artificial Intelligence

Understanding the World of Artificial Intelligence

Understanding the Gaming Industry

Understanding the Gaming Industry

Food Services Industry in India

Food Services Industry in India

Valuing Newly Listed (Loss Making) Unicorns

Valuing Newly Listed (Loss Making) Unicorns

Indian Power Sector 2.0

Indian Power Sector 2.0

The Business of Cybersecurity

The Business of Cybersecurity

Meet Team PPFAS

Meet Team PPFAS

Closing comments by Neil Parag Parikh

Closing comments by Neil Parag Parikh

On 'Chat With The Chief'

On 'Chat With The Chief'

On investing in foreign banks

On investing in foreign banks

Our value investing frameworks

Our value investing frameworks

Rajeev Thakkar on 'keeping cool'

Rajeev Thakkar on 'keeping cool'

Hero Motocorp Hero Fincorp

Hero Motocorp Hero Fincorp

Rupee Appreciation & forex hedging

Rupee Appreciation & forex hedging

On 'portfolio concentration' Question based on this recent 'Note to Unitholders'

On 'portfolio concentration' Question based on this recent 'Note to Unitholders'

Interest Rate outlook

Interest Rate outlook

On 'Circle of competence'

On 'Circle of competence'

'Gold Loan' companies

'Gold Loan' companies

Distributor App

Distributor App

'Activism' to improve Corporate Governance

'Activism' to improve Corporate Governance

European energy stocks

European energy stocks

Will NBFCs be disrupted by fintechs

Will NBFCs be disrupted by fintechs

Facebook

Facebook

Importance given to Valuations

Importance given to Valuations

Generic Pharmaceuticals

Generic Pharmaceuticals

Motilal Oswal Financial Services

Motilal Oswal Financial Services

Dealing Room mayhem in March 2020

Dealing Room mayhem in March 2020

Balkrishna Industries

Balkrishna Industries

Why OEMs and not auto ancillaries?

Why OEMs and not auto ancillaries?

Indian Energy Exchange IEX

Indian Energy Exchange IEX

Lupin and ICRA

Lupin and ICRA

Covered Calls

Covered Calls

Alphabet Class C to Class A

Alphabet Class C to Class A

Amazon

Amazon

Bajaj Auto

Bajaj Auto

Gas Distribution sector

Gas Distribution sector

Why we launched PPCHF

Why we launched PPCHF

Facebook and 'Attribution'

Facebook and 'Attribution'

Automotive software and battery companies

Automotive software and battery companies

Is 'Conflict of Interest' an issue?

Is 'Conflict of Interest' an issue?

Our portfolio of IT holdings in PPTSF

Our portfolio of IT holdings in PPTSF

Investment opportunities in semiconductors

Investment opportunities in semiconductors

'Rate Volatility' management in the case of PPCHF

'Rate Volatility' management in the case of PPCHF

Effect of semiconductor shortages on Auto stocks

Effect of semiconductor shortages on Auto stocks

MCX Amit Goela

MCX Amit Goela

Liquidity in Bajaj Holdings

Liquidity in Bajaj Holdings

Scheme level portfolio rebalancing

Scheme level portfolio rebalancing

PPTSF vs PPFCF portfolio components

PPTSF vs PPFCF portfolio components

CCL Products

CCL Products

Exit load in PPFCF

Exit load in PPFCF

Our view on investing in high valuation 'new age' companies

Our view on investing in high valuation 'new age' companies

Oracle Financial Services

Oracle Financial Services

Performance Attribution Domestic vs Foreign

Performance Attribution Domestic vs Foreign

'Black swan' events affecting PPFAS

'Black swan' events affecting PPFAS

On 'Passive Investing'

On 'Passive Investing'

On the impending underperformance of PPFCF

On the impending underperformance of PPFCF

What if Rajeev Thakkar leaves PPFAS MF?

What if Rajeev Thakkar leaves PPFAS MF?

Investing in cyclicals

Investing in cyclicals

Zydus Wellness

Zydus Wellness

Answering questions on REITs

Answering questions on REITs

Protecting our foreign holdings from systemic frauds

Protecting our foreign holdings from systemic frauds

Axis Bank Term Deposit [w.r.t. PPFCF]

Axis Bank Term Deposit [w.r.t. PPFCF]

Suzuki ADR

Suzuki ADR

Regarding 'investment mistakes'

Regarding 'investment mistakes'

Low dividend yield stocks in PPCHF

Low dividend yield stocks in PPCHF

Cash levels in PPFCF and PPTSF

Cash levels in PPFCF and PPTSF

Mphasis and IT Services companies

Mphasis and IT Services companies

ITC

ITC

Companies with 2portfolio allocation ICRA, CAMS, etc

Companies with 2portfolio allocation ICRA, CAMS, etc

HDFC Bank and PSU banks

HDFC Bank and PSU banks

Electric vehicles

Electric vehicles

View on Powergrid, IEX and renewables power sector, electric vehicles, etc

View on Powergrid, IEX and renewables power sector, electric vehicles, etc

Launch of a pure Global Fund?

Launch of a pure Global Fund?

Effect of rising AUM on PPFCF

Effect of rising AUM on PPFCF

Portfolio company valuations

Portfolio company valuations

Current market valuations and investment opportunities

Current market valuations and investment opportunities

CIO, Rajeev Thakkar's Welcome Address

CIO, Rajeev Thakkar's Welcome Address

Neil Parag Parikh's Presentation

Neil Parag Parikh's Presentation

Welcome Address by CEO, Neil Parag Parikh

Welcome Address by CEO, Neil Parag Parikh

Love China or Hate China, you cannot ignore China

Love China or Hate China, you cannot ignore China

D2C Brands in India

D2C Brands in India

The World of Industrial Automation

The World of Industrial Automation

PPFAS Mutual Fund Unitholders' Meet 2021 Live Stream

PPFAS Mutual Fund Unitholders' Meet 2021 Live Stream

Synopsis of the Electric Vehicle Ecosystem

Synopsis of the Electric Vehicle Ecosystem

Blockchain, Crypto, DeFi & other Mumbo Jumbo

Blockchain, Crypto, DeFi & other Mumbo Jumbo

Understanding The Global Semiconductor Industry

Understanding The Global Semiconductor Industry

The Food Delivery Industry - A Global Overview

The Food Delivery Industry - A Global Overview

Alcoholic BeveragesIndustry in India

Alcoholic BeveragesIndustry in India

CIO, Rajeev Thakkar on Parag Parikh Conservative Hybrid Fund

CIO, Rajeev Thakkar on Parag Parikh Conservative Hybrid Fund

Attempt to beat inflation with the help of debt, equity & REITs/InvITs. amc.ppfas.com/ppchf

Attempt to beat inflation with the help of debt, equity & REITs/InvITs. amc.ppfas.com/ppchf

IT Services & The API Economy

IT Services & The API Economy

Making sense of the last 12 months And the way forward

Making sense of the last 12 months And the way forward

Overview of the Paints Sector

Overview of the Paints Sector

PPFAS Mutual Fund Unitholders' Meet 2020 Live Stream

PPFAS Mutual Fund Unitholders' Meet 2020 Live Stream

Financial Data as a Service | Sept 2020

Financial Data as a Service | Sept 2020

Understanding REITs and InvITs

Understanding REITs and InvITs

Beta Factor & Putting it all together | Factor Investing - Ep. 6

Beta Factor & Putting it all together | Factor Investing - Ep. 6

Momentum Factor | Factor Investing - Ep. 5

Momentum Factor | Factor Investing - Ep. 5

Size Factor | Factor Investing - Ep. 4

Size Factor | Factor Investing - Ep. 4

Value Factor | Factor Investing - Ep. 3

Value Factor | Factor Investing - Ep. 3

Equity Risk Premium & Corroborative Factors | Factor Investing - Ep. 2

Equity Risk Premium & Corroborative Factors | Factor Investing - Ep. 2

What is it all about? | Factor Investing - Ep. 1

What is it all about? | Factor Investing - Ep. 1

India Is Opening Up And so is the world

India Is Opening Up And so is the world

Predictable Surprises - COVID 19 version

Predictable Surprises - COVID 19 version

Tanishq vs Tiffany - a comparison of two jewellery companies

Tanishq vs Tiffany - a comparison of two jewellery companies

On the current fancy for a few Nifty Fifty Stocks

On the current fancy for a few Nifty Fifty Stocks

Platform Companies or Modern Monopolies?

Platform Companies or Modern Monopolies?

Guest Speaker: Jiten Parmar on Investing in Cyclical Businesses

Guest Speaker: Jiten Parmar on Investing in Cyclical Businesses

PPFAS Mutual Fund Unitholders' Meet 2019 Live Stream

PPFAS Mutual Fund Unitholders' Meet 2019 Live Stream

What can value investors learn from quants?

What can value investors learn from quants?

Flight to Safety: A look into Boeing & Airbus' Duopoly and Impact on Indian Airlines

Flight to Safety: A look into Boeing & Airbus' Duopoly and Impact on Indian Airlines

Views on the Logistics Sector in India

Views on the Logistics Sector in India

Our CIO, Rajeev Thakkar LIVE on CNBC TV 18 (24th September 2019)

Our CIO, Rajeev Thakkar LIVE on CNBC TV 18 (24th September 2019)

Mr. Rajeev Thakkar speaks about Corporate Tax Cut on CNBC Bajar Bajar

Mr. Rajeev Thakkar speaks about Corporate Tax Cut on CNBC Bajar Bajar

Return of the boy who cried wolf

Return of the boy who cried wolf

हिंदी (पराग पारीख टैक्स सेवर फण्ड) Parag Parikh Tax Saver Fund - Raj Mehta

हिंदी (पराग पारीख टैक्स सेवर फण्ड) Parag Parikh Tax Saver Fund - Raj Mehta

The business model of ride hailing - Uber, Lyft etc.

The business model of ride hailing - Uber, Lyft etc.

Parag Parikh Tax Saver Fund

Parag Parikh Tax Saver Fund

Discussion on the tiles sector and overall building materials industry

Discussion on the tiles sector and overall building materials industry

SIP

SIP

Local Fund with Global focus

Local Fund with Global focus

Skin in the game

Skin in the game

Local Fund with Global Focus

Local Fund with Global Focus

Breaking Bad with the Chemicals Sector

Breaking Bad with the Chemicals Sector

Main hoon kaun (con)? - Anatomy of a Con Artist

Main hoon kaun (con)? - Anatomy of a Con Artist

Understanding the Dairy Industry in India

Understanding the Dairy Industry in India

Debt Mutual Funds | Theory & Practice & Rating Agencies

Debt Mutual Funds | Theory & Practice & Rating Agencies

Understanding the Diagnostics Lab Business

Understanding the Diagnostics Lab Business

Road to Zero

Road to Zero

PPFAS Mutual Fund Unitholders' Meet 2018 Live Stream

PPFAS Mutual Fund Unitholders' Meet 2018 Live Stream

Looking back at the Telecom Sector

Looking back at the Telecom Sector

On the eve of the launch of India's first REIT, Rajeev Thakkar explains the nuances...

On the eve of the launch of India's first REIT, Rajeev Thakkar explains the nuances...

Parag Parikh's view on 'plastic'...

Parag Parikh's view on 'plastic'...

A quick look at Online Travel Agencies (OTA's)

A quick look at Online Travel Agencies (OTA's)

Life Insurance (Part 2). Revisiting the Sector...

Life Insurance (Part 2). Revisiting the Sector...

Parag Parikh on 'Law Of The Farm'

Parag Parikh on 'Law Of The Farm'

Parag Parikh defines 'wealthy'

Parag Parikh defines 'wealthy'

Parag Parikh on successful people...

Parag Parikh on successful people...

Do 'brands' help in the case of Mutual Funds?

Do 'brands' help in the case of Mutual Funds?

Points to consider while investing in AMCs

Points to consider while investing in AMCs

History of the Indian mutual fund industry...

History of the Indian mutual fund industry...