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Parag Parikh Long Term Equity Fund Review

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Parag Parikh Long Term Equity Fund

In this article, we are going to review the Parag Parikh Long Term equity Fund. This is a diversified fund, which seeks to generate long term equity capital growth from an actively managed portfolio primarily equity and equity related securities.  

Age of the Fund:  

 The fund was launched on 28th of May 2013. Despite the fund being relatively new, the fund has been able to suit the needs of the investor as well as survive the bull and bear cycle.  

Return and Risk Adjusted Returns:  

Every investment comes with certain risks. The prime purpose of any investment is to beat the market and get better returns. The fund has performed quite well in the long term, especially two year and five-year time period. The risk associated with these funds is moderately high. Hence, before investing, one must look upon their risk factor.  

Parag Parikh Long Term Equity
 

 

Expense Ratio of Parag Parikh Long Term Equity Fund:  

The expense ratio impacts a lot on the mutual fund earning. Lower the expense ratio, the better will be returned. For those who don’t have an idea about expense ratio, it’s the money a fund house pays to the fund manager, administration expenses as well as marketing cost. The expense ratio of the Parag Parikh Long Term Equity Fund is 1.24%. Let’s compare the expense ratio of the Parag Parikh Long term equity fund with other funds:   

Fund’s Name   Expense Ratio  
DSP Equity Direct   1.30% 
SBI Focused Equity Fund   1.01% 
Edelweiss Multicap Fund   0.63% 

Top holding of the Firm:  

Company   Sector  
Alphabet Inc   Foreign Equity  
HDFC Bank   Finance 
Bajaj Holding & Investment Ltd   NBFC 
Axis Bank LTD   Bank  

 

*Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.

Rating: 5.0/5. From 6 votes.
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