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How To Open Lifetime Free Mutual Funds Investment Account

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Life Time Free Mutual Funds Investment Account

Updated on August 2, 2020 , 1486 views

Welcome to the World of Fincash.com!

First of all, we would like to thank you for choosing us as your Mutual Fund investment channel.

Are you a beginner? Are you a seasoned investor? Don’t worry, all your needs will be catered. Be Rest Assured as we are always there to guide you at every step whether related to investments, product selection, registration or any other query. So, let’s move ahead to have a better understanding of the features of the Life Time Free Mutual Funds Investment Account along with the registration process.

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Disclaimer:
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Why Fincash.com Investment Account?

Fincash.com always believes in “Customer First” policy. We always ensure to provide top-notch customer service by keeping in mind the client’s requirements and how effectively it can be fulfilled. Our aim is to create value for your money so that you can achieve your goals within the timeframe. Some of the investor-friendly features of Fincash.com include:

  • User-friendly website so that you get maximum information in minimum clicks
  • Lifetime Active & Free Account where investors need not pay any money even if they don’t transact.
  • Easy Registration Process where people need not spend much time.
  • KYC Compliance which can be done within our framework through eKYC and is indeed helpful for first-timers.
  • Safety & Security are always on our priority where; we ensure that client’s data and all their transactions both are kept confidential.
  • Wide Range of Schemes which people can choose as per their requirements.
  • Customized Solutions of Fincash.com that helps investors to ease out their product selection process under the categories of ELSS, SIPs, and Tax Saving Scheme.

Registration Process for Fincash.com

Well, the registration process to open your Life Time Free Mutual Fund Investment Account is quite simple. To complete your registration, you require:

  • An active mobile number
  • PAN number
  • Aadhar Number
  • Scanned Copy/Image of personalized cancelled cheque, Bank statement, Front Page of Passbook
  • Scanned Copy/Image of your Signature

let us look at the registration process:

Step 1: Create Your Login

The First step begins with creating your login. To create your login id, first you need to visit the website of www.fincash.com and click on the SIGN UP button on the top right side of the screen After clicking on this button, you need to enter your email address and password. This login id will be used by you whenever while transacting. So, be sure that you give your correct and valid email address. You can even do social signup using Facebook or Gmail id. The image showing the login button tab and the login screen is shown below.

Step-1-Login

Step 2: Mobile Verification

After creating your login id, the next step deals with verification of mobile number. In other words, post creation of login id, the screen gets redirected to mobile number verification where people need to enter their mobile number. Upon entering the mobile number, they receive a One Time Password (OTP) through SMS which again needs to be entered on the screen. So, be careful that you enter your correct and active mobile number. Also, while entering the OTP, ensure that all the characters are entered correctly. The image for the second step is as follows.

Step-2-Mobile-Verification

Step 3: PAN MF KYC Status Check

The Third step ensures that, whether you are a KYC compliant investor or not. MF KYC or Know-Your-Customer is a one-time process that you need to complete before Investing money in Mutual Funds. The KYC Status is verified using your PAN. If you have already completed your KYC process, then you will get a pop up for the same and can proceed with the registration process.

Step 3 Registration

Step 4: Registration Form

This process needs to be completed by all individuals. For registration purposes, you need to fill in the form, that is spread out into 5 different tabs. These tabs include personal information, address details, bank account, FATCA details, and nominee. By filling all the tabs and uploading the relevant documents, you complete the complete KYC process and can invest up to any amount in Mutual Funds. After filling all the details, you need to click on the check box, to proceed to the next step. The image showing the various tabs of registration form along with the check box is as shown below.

Step-4-Registration

4:1- Fill Personal Information

Fincash Registration Personal Information

When you click on the Personal Information option, you will have to fill details like

  • Name (as on PAN card)
  • PAN number
  • Father/Spouse name
  • Mobile number
  • Email address
  • Date of Birth (dd/mm/yyyy format)
  • Tax status (options in drop-down)

At the bottom if have to choose your martial status and gender. Click on the save button.

4:2- Fill Address Details

Fincash Registration Address Details

In the address details section, fill the following information:

  • Address types (the options are given in the drop-down)
  • Address details
  • Pin code
  • Landmark
  • City
  • District
  • State
  • Country

At the bottom, click on the yellow button and save the details.

4:3- Bank Details

Fincash Registration Bank Details

For registration, you need to fill your bank details like:

  • Name (as on bank cheque)
  • Account type (options in the drop-down)
  • IFSC code
  • Bank account number
  • Confirm bank account number

Once you fill all the information, save the details.

4:4- FATCA

Fincash Registration FATCA

In FATCA, following are the information to fill, there are drop-downs given:

  • Annual income
  • Occupation
  • Source of wealth
  • Nationality
  • Birth country
  • Birth city
  • Tax residency

At the bottom you need to select if you are politically exposed or politically related.

4:4- Nominee (Optional)

Fincash Registration Nominee Option

Adding nominee is optional. If you choose to fill, add the nominee name and choose the relation you share.

Once filled, accept the Terms & Conditions and proceed to upload documents.

Step 5: Upload Documents

This is the final step in your registration process. If you have completed the KYC process, then you just need to upload:

  • Scanned copy/Image of your signature and
  • Scanned copy/Image of your personalized cheque.

However, if you have not completed the eKYC and you are not KYC compliant then along with the above-mentioned documents, you need to upload

  • Photograph
  • Scanned copy/Image of PAN card and
  • Scanned copy/Image of Address Proof

In case of upload documents, the display of the screen is given below as follows.

Step-5-Upload-Documents

Thus, we can see that the registration process is quite simple. Now the final part that is the customized solutions of Fincash.com. The USP of Fincash.com is its customized solutions that help in easing out the product selection process.

Fincash Solutions

These three solutions are for general investment need are :

SavingsPlus

This solution is suitable for people having idle money in their savings bank account and are looking for avenues to augment more income. savingsplus is a bundle of top three Liquid Fund schemes that offer more returns as compared to the Savings Account. Additionally, these funds are considered as a safe investment avenue. Some of the features of SavingsPlus are:

  • Higher returns
  • Instant redemption
  • No lock-in or exit load
  • Invest and redeem in a click

Checkout Saving Plus

SmartSIP

smartsip is a bundle of top three equity fund schemes that are considered to be stable and have earned good returns over a period of time. Its apt for people having long-term investment period. As the name suggests SIP, people can invest small amounts in this schemes to attain their objectives. The features of SmartSIP include:

  • Pre-selected top 3 SIP schemes
  • Schemes selected after an analysis of 20,000 schemes
  • Earn healthy returns

Checkout Smart SIP

TaxSaver

The third solution taxsaver is a bundle of two Equity Mutual Funds that give the advantages of investing and tax benefits. Through TaxSaver, people can claim a tax deduction up to INR 1,50,000 under Section 80C of income tax Act, 1961 for a particular Financial Year. Being Tax Saving Investments, they have a lock-in period of three years. Their features include:

  • Selected after analysis across ELSS category
  • Pre-selected top 2 best Equity Linked Saving Schemes(ELSS)
  • Save tax and earn healthy returns

Checkout Tax Saver

Best Mutual Funds to Start Investments

Below is the list of best mutual funds once can invest having Net Assets/ AUM above 500 Crore.

1. Franklin India Feeder - Franklin U S Opportunities Fund

The Fund seeks to provide capital appreciation by investing predominantly in units of Franklin U. S. Opportunities Fund, an overseas Franklin Templeton mutual fund, which primarily invests in securities in the United States of America.

Franklin India Feeder - Franklin U S Opportunities Fund is a Equity - Global fund was launched on 6 Feb 12. It is a fund with High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 6 in Global category.  Return for 2019 was 34.2% , 2018 was 6.5% and 2017 was 18.1% .

Below is the key information for Franklin India Feeder - Franklin U S Opportunities Fund

Franklin India Feeder - Franklin U S Opportunities Fund
Growth
Launch Date 6 Feb 12
NAV (03 Aug 20) ₹45.5589 ↑ 0.69   (1.54 %)
Net Assets (Cr) ₹1,844 on 30 Jun 20
Category Equity - Global
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 1.74
Sharpe Ratio 1.28
Information Ratio 0.14
Alpha Ratio -2.43
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-3 Years (1%),3 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹9,530
31 Jul 17₹10,706
31 Jul 18₹13,605
31 Jul 19₹14,941
31 Jul 20₹20,900

Franklin India Feeder - Franklin U S Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Franklin India Feeder - Franklin U S Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 20

DurationReturns
1 Month 7.6%
3 Month 23.7%
6 Month 24.8%
1 Year 43.4%
3 Year 26%
5 Year 16.3%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.2%
2018 6.5%
2017 18.1%
2016 -0.8%
2015 8.8%
2014 8.4%
2013 55.2%
2012
2011
2010
Fund Manager information for Franklin India Feeder - Franklin U S Opportunities Fund
NameSinceTenure
Pyari Menon26 Sep 190.76 Yr.

Data below for Franklin India Feeder - Franklin U S Opportunities Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Technology25.81%
Financial Services15.34%
Health Care15.34%
Consumer Cyclical11.6%
Communication Services8.56%
Real Estate6.06%
Industrials5.97%
Consumer Defensive2.28%
Basic Materials1.14%
Asset Allocation
Asset ClassValue
Cash2.9%
Equity92.1%
Other4.99%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Franklin US Opportunities I(acc)USD
Investment Fund | -
100%₹1,839 Cr4,121,697
↑ 150,519
Call, Cash & Other Assets
Receivables | -
0%₹5 Cr

2. DSP BlackRock World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a CAGR/Annualized return of 6.6% since its launch.  Ranked 11 in Global category.  Return for 2019 was 35.1% , 2018 was -10.7% and 2017 was -4% .

Below is the key information for DSP BlackRock World Gold Fund

DSP BlackRock World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (03 Aug 20) ₹22.7007 ↑ 0.28   (1.25 %)
Net Assets (Cr) ₹539 on 30 Jun 20
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 1.67
Sharpe Ratio 1.01
Information Ratio -1.28
Alpha Ratio -6.74
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹20,372
31 Jul 17₹14,966
31 Jul 18₹13,741
31 Jul 19₹16,832
31 Jul 20₹27,700

DSP BlackRock World Gold Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for DSP BlackRock World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 20

DurationReturns
1 Month 17.5%
3 Month 28.9%
6 Month 55.3%
1 Year 65.3%
3 Year 23.7%
5 Year 23.2%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
2019 35.1%
2018 -10.7%
2017 -4%
2016 52.7%
2015 -18.5%
2014 -3%
2013 -41.5%
2012 -5.8%
2011 -2.6%
2010 29%
Fund Manager information for DSP BlackRock World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 137.34 Yr.

Data below for DSP BlackRock World Gold Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Basic Materials90.52%
Asset Allocation
Asset ClassValue
Cash7.65%
Equity91.38%
Debt0.04%
Other0.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -
96%₹515 Cr1,470,865
↑ 30,857
Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -
5%₹27 Cr
Net Receivables/Payables
Net Current Assets | -
1%-₹3 Cr

3. Nippon India Pharma Fund

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies.

Nippon India Pharma Fund is a Equity - Sectoral fund was launched on 5 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 20.8% since its launch.  Ranked 35 in Sectoral category.  Return for 2019 was 1.7% , 2018 was 3.6% and 2017 was 7.6% .

Below is the key information for Nippon India Pharma Fund

Nippon India Pharma Fund
Growth
Launch Date 5 Jun 04
NAV (04 Aug 20) ₹213.501 ↑ 1.63   (0.77 %)
Net Assets (Cr) ₹3,093 on 30 Jun 20
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 1.07
Information Ratio 1.37
Alpha Ratio 6.16
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,052
31 Jul 17₹9,187
31 Jul 18₹10,373
31 Jul 19₹9,840
31 Jul 20₹14,980

Nippon India Pharma Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Nippon India Pharma Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 20

DurationReturns
1 Month 12.4%
3 Month 17.8%
6 Month 35.1%
1 Year 55.6%
3 Year 18.7%
5 Year 8.5%
10 Year
15 Year
Since launch 20.8%
Historical performance (Yearly) on absolute basis
YearReturns
2019 1.7%
2018 3.6%
2017 7.6%
2016 -10.6%
2015 19.4%
2014 49.5%
2013 20.9%
2012 34.8%
2011 -11%
2010 31.9%
Fund Manager information for Nippon India Pharma Fund
NameSinceTenure
Sailesh Raj Bhan1 Apr 0515.26 Yr.
Kinjal Desai25 May 182.1 Yr.

Data below for Nippon India Pharma Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Health Care98.06%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Dec 15 | AUROPHARMA
10%₹324 Cr4,200,000
↓ -600,000
Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 500087
10%₹307 Cr4,800,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA
10%₹298 Cr6,300,976
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | 500124
10%₹294 Cr745,000
Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 500257
9%₹292 Cr3,200,025
↑ 400,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB
8%₹239 Cr1,050,075
↓ -50,000
Syngene International Ltd (Healthcare)
Equity, Since 30 Nov 17 | 539268
6%₹196 Cr4,894,751
↑ 96,000
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Aug 18 | 532843
6%₹176 Cr14,403,541
↑ 3,800,000
Sanofi India Ltd (Healthcare)
Equity, Since 30 Jun 04 | 500674
4%₹138 Cr175,000
Thyrocare Technologies Ltd (Healthcare)
Equity, Since 31 May 16 | THYROCARE
4%₹130 Cr2,551,512
↑ 12,000

4. ICICI Prudential US Bluechip Equity Fund

The investment objective of ICICI Prudential US Bluechip Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities (including ADRs/GDRs issued by Indian and foreign companies) of companies listed on New York Stock Exchange and/or NASDAQ. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential US Bluechip Equity Fund is a Equity - Global fund was launched on 6 Jul 12. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch.  Ranked 7 in Global category.  Return for 2019 was 34.3% , 2018 was 5.2% and 2017 was 14.1% .

Below is the key information for ICICI Prudential US Bluechip Equity Fund

ICICI Prudential US Bluechip Equity Fund
Growth
Launch Date 6 Jul 12
NAV (03 Aug 20) ₹33.5 ↑ 0.27   (0.81 %)
Net Assets (Cr) ₹692 on 30 Jun 20
Category Equity - Global
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.08
Sharpe Ratio 1.18
Information Ratio -0.16
Alpha Ratio 5.91
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-3 Months (3%),3-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,675
31 Jul 17₹11,586
31 Jul 18₹14,215
31 Jul 19₹15,335
31 Jul 20₹18,238

ICICI Prudential US Bluechip Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential US Bluechip Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 20

DurationReturns
1 Month 0.9%
3 Month 6%
6 Month 4.4%
1 Year 20.7%
3 Year 17.1%
5 Year 13.1%
10 Year
15 Year
Since launch 16.1%
Historical performance (Yearly) on absolute basis
YearReturns
2019 34.3%
2018 5.2%
2017 14.1%
2016 11.6%
2015 0.7%
2014 12.7%
2013 45.7%
2012
2011
2010
Fund Manager information for ICICI Prudential US Bluechip Equity Fund
NameSinceTenure
Rohan Maru19 Sep 136.78 Yr.
Priyanka Khandelwal30 Jun 173 Yr.

Data below for ICICI Prudential US Bluechip Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Health Care17.44%
Technology17.01%
Consumer Defensive13.67%
Industrials12.48%
Consumer Cyclical11.84%
Financial Services11.28%
Communication Services7.16%
Basic Materials2.45%
Energy1.24%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Treps
CBLO/Reverse Repo | -
8%₹54 Cr
Amazon.com Inc (Consumer Cyclical)
Equity, Since 30 Jun 16 | AMZN
4%₹28 Cr1,352
↓ -411
Boeing Co (Industrials)
Equity, Since 31 Mar 20 | BA
3%₹22 Cr16,158
↑ 1,368
Constellation Brands Inc A (Consumer Defensive)
Equity, Since 31 Mar 20 | STZ
3%₹18 Cr13,815
↑ 2,129
Microchip Technology Inc (Technology)
Equity, Since 31 Dec 17 | MCHP
3%₹18 Cr22,379
Salesforce.com Inc (Technology)
Equity, Since 31 Dec 18 | CRM
3%₹17 Cr12,340
ServiceNow Inc (Technology)
Equity, Since 30 Sep 19 | NOW
3%₹17 Cr5,691
↓ -1,411
Caterpillar Inc (Industrials)
Equity, Since 31 Dec 18 | CAT
3%₹17 Cr18,216
↑ 1,938
Tiffany & Co (Consumer Cyclical)
Equity, Since 30 Jun 20 | TIF
3%₹17 Cr18,860
↑ 18,860
Intel Corp (Technology)
Equity, Since 30 Sep 18 | INTC
3%₹17 Cr38,381
↑ 4,441

5. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 34 in Multi Cap category.  Return for 2019 was 14.4% , 2018 was -0.4% and 2017 was 29.4% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (04 Aug 20) ₹29.5694 ↑ 0.25   (0.85 %)
Net Assets (Cr) ₹3,514 on 30 Jun 20
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.48
Sharpe Ratio 0.24
Information Ratio 0.81
Alpha Ratio 14.04
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jul 15₹10,000
31 Jul 16₹10,613
31 Jul 17₹12,461
31 Jul 18₹14,564
31 Jul 19₹14,477
31 Jul 20₹17,179

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 20

DurationReturns
1 Month 7.4%
3 Month 27.6%
6 Month 6.7%
1 Year 20.8%
3 Year 12%
5 Year 11.4%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
2013
2012
2011
2010
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 164.43 Yr.
Rajeev Thakkar24 May 137.11 Yr.
Raunak Onkar24 May 137.11 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 30 Jun 20

Equity Sector Allocation
SectorValue
Financial Services24.64%
Consumer Cyclical24.03%
Technology15.77%
Communication Services13.81%
Health Care8.29%
Consumer Defensive7.8%
Asset Allocation
Asset ClassValue
Cash5.67%
Equity94.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Jan 19 | AMZN
9%₹310 Cr15,323
Alphabet Inc Class C (Communication Services)
Equity, Since 31 Oct 15 | GOOG
8%₹278 Cr26,373
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | HDFCBANK
7%₹244 Cr2,285,909
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | 500490
6%₹220 Cr863,323
Facebook Inc A (Communication Services)
Equity, Since 31 Jul 17 | FB
6%₹207 Cr124,349
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | HEROMOTOCO
6%₹202 Cr792,207
Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 14 | PERSISTENT
5%₹188 Cr2,958,527
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹180 Cr9,265,842
↑ 1,000,000
Treps 01-Jul-2020
CBLO/Reverse Repo | -
5%₹180 Cr
Mphasis Ltd (Technology)
Equity, Since 30 Jun 13 | 526299
5%₹172 Cr1,955,578

So, do you want to be a smart investor and make money? Register and invest with Fincash.com and create wealth for your future.

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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