Page Title

While many claims to be long-term-oriented, we go beyond merely saying it. The "Law of the Farm," which asserts that everything has its own time and that rushing the process will be detrimental, serves as our moral compass. Our comparatively extended holding times reflect this.

The process of investing shouldn't be challenging. We thus aim for simplicity in the architecture of our schemes, the investment procedure, and our operations. Despite the fact that investing includes people, we place more value on the investment process than on individual investors.

We have to continuously remind ourselves that managing funds is a profession, not just a business. So, we never forget that we have a fiduciary responsibility to our clients. We also believe that informed investors are more powerful, and we work to foster this empowerment via clear yet powerful communication.

Fund Snapshot

Investment Process

Shortlist companies
By analyzing public filings, quantitative screening, etc.

Fundamental Research
Involving the market, competitors, past financial information, etc.

Valuation Study
Internal estimates of intrinsic value are combined with historical data and peer evaluation.

Portfolio Construction
In accordance with corporate prudential standards and regulatory requirements.

Investment Objective

To provide prudent investments in debt and money market instruments with reasonable market-related returns, lower risk, and high liquidity.

Only "true" long-term investors should participate in this scheme. If you are an investor, though:

• Who knows the dangers of seeking immediate gratification?
• Whose definition of "long term" includes a minimum of five years.
• When stock prices and valuations are low, who gets enthused rather than turned off.
• Who see no distinction between buying a stock and a company.

Then, we strongly advise you to collaborate with us since this plan was created with you in mind.

We'll adhere to a straightforward (though not simplistic) investing procedure. Value investing may mean that we frequently buy companies that are going through a difficult phase and are therefore unloved because we won't just pay lip service to them. Because each of them will mature at a different time, there may be protracted periods when you feel as though "nothing is happening." Even though some people might find us uninteresting, we are adamant that we will never forgo caution in favor of excitement.

The fund managers will also try to benefit from different cognitive and emotional biases that firms and market participants exhibit. In other words, there will be a layer of the study of human emotions above the dissection of financial statistics. Additionally, because we are firm believers in the concept of compounding, we will only offer our investors the "Growth Option"—not the "Dividend Option."

It is common knowledge that in order to invest successfully, one must do so when others are scared and sell when others are greedy. However, because Parag Parikh Flexi Cap Fund is an open-ended strategy, your actions as investors will determine its capacity to invest during downturn markets. We will naturally be less able to make investments when values are attractive if investors go out when prices are low.

Since our program is an equity mutual fund, we cannot promise any returns. But we can guarantee that we'll handle your money sensibly in order to move you closer to achieving your long-term financial objectives.

Unique Features

• Only businesses with low debt, high cash flows, investor-friendly management, etc. are included. The price of these must, above all else, be below their intrinsic value at the time of purchase. Join us if you want to add such businesses to your portfolio as well.
• Consider a Swiss Army knife's carrying case. It is a versatile device with a number of tools. Similar to this, Parag Parikh Flexi Cap Fund has the freedom to invest in domestic and international businesses across all industries and market capitalizations.
• investing 65% of the corpus in Indian stocks. Since it is allowed to invest in foreign stocks, it benefits from the same tax advantages as any other Indian equity mutual fund scheme.