mansi kariya (@mansikariya1) 's Twitter Profile
mansi kariya

@mansikariya1

Credit Research analyst and Debt Dealer at PPFAS Mutual Fund

ID: 1393103908457885697

calendar_today14-05-2021 07:20:54

14 Tweet

212 Followers

69 Following

PPFAS Mutual Fund (@ppfas) 's Twitter Profile Photo

From the humble bank fixed deposit to the relatively complex 'Debt Mutual Fund' scheme... mansi kariya, CFA covered them all, during last month's #FOF Presentation #investing youtu.be/XCaOYfF6__o

From the humble bank fixed deposit to the relatively complex 'Debt Mutual Fund' scheme... <a href="/mansikariya1/">mansi kariya</a>, CFA covered them all, during last month's #FOF Presentation #investing 
youtu.be/XCaOYfF6__o
Neil Borate (@actusdei) 's Twitter Profile Photo

PPFAS MF will complete 10 years this month. A CAGR of 19% (on Flexicap). AUM up 200 times from 150 crore to 30,000 crore. A remarkable success story. But what’s the DNA behind it? I would argue 4 things: Focus on a single scheme or handful of schemes (not a thicket of schemes

PPFAS MF will complete 10 years this month. A CAGR of 19% (on Flexicap). AUM up 200 times from 150 crore to 30,000 crore. A remarkable success story. But what’s the DNA behind it? I would argue 4 things:

Focus on a single scheme or handful of schemes (not a thicket of schemes
Namrata Patel (@namratapatel06) 's Twitter Profile Photo

10 years of PPFAS Mutual Fund. A great post by Neil Borate Here's what sets them apart for me- 1. Only 4 schemes 2. Focus on direct plans and value investing that is refreshing 3. Excellent clarity of thought from the fund managers like Rajeev Thakkar. 4. Top notch communication

10 years of <a href="/PPFAS/">PPFAS Mutual Fund</a>. A great post by <a href="/ActusDei/">Neil Borate</a>
 
Here's what sets them apart for me-
1. Only 4 schemes
2. Focus on direct plans and value investing that is refreshing
3. Excellent clarity of thought from the fund managers like <a href="/RajeevThakkar/">Rajeev Thakkar</a>. 
4. Top notch communication
Crazynaval (@crazynaval) 's Twitter Profile Photo

Quite a bit of changes in Ppfas in April 2023 1. hero (reduce),coal India (reduce) exits sun Pharma and suzuki adr 2. added suzuki money in amazon/alphabet/Microsoft 3. Bring in Maruti in FCF 4. Adds in Infosys ,other Pharma 5. Cash at 17.67% including arbitrage #onefund

Quite a bit of changes in Ppfas in April 2023

1. hero (reduce),coal India (reduce) exits sun Pharma and suzuki adr 
2. added suzuki  money in amazon/alphabet/Microsoft
3. Bring in Maruti in FCF
4. Adds in Infosys ,other Pharma
5. Cash at 17.67% including arbitrage 

#onefund
PPFAS Mutual Fund (@ppfas) 's Twitter Profile Photo

During last month's Financial Opportunities Forum (FOF) event, Raj Mehta provided an overview of various business models and strategies of major players within the Outsourced Electronics Manufacturing Industry. youtu.be/30Pom-_2PRs

PPFAS Mutual Fund (@ppfas) 's Twitter Profile Photo

An illustration of how the 'post-tax' capital gain of a Dynamic Asset Allocation Fund (#DAAF) with equity component between 35% and 65%, will be higher than that of a Scheme (Say, Fund 'A') whose equity allocation is below 35%. #mutualfunds #taxation.

PPFAS Mutual Fund (@ppfas) 's Twitter Profile Photo

Watch the proceedings of our 11th. Unitholders' Meet, held on December 14, 2024. Only interested in specific topics? Check out the time-stamps in the video's 'Description'. #ppfasagm #mutualfunds #investing #skininthegame youtube.com/live/pNCLcVtZT…

ET Wealth (@et_wealth) 's Twitter Profile Photo

With markets facing headwinds, should you turn to hybrid funds? Know which type of hybrid fund is suitable for you economictimes.indiatimes.com/wealth/invest/… #hybridfunds #marketvolatility #mutualfunds

PPFAS Mutual Fund (@ppfas) 's Twitter Profile Photo

Fund Manager mansi kariya describes the backdrop to and causes behind Reserve Bank of India's first repo rate cut in five years. #RBI #MonetaryPolicy #inflation

Stable Investor (@stableinvestor) 's Twitter Profile Photo

The type of unnecessary risk people take to generate 0.5-2% extra from risky debt instruments, is illogical. They feel great till the going is good. But sooner or later, when things turn bad (in risky-debt space which is mostly a black box for everyone), you may end up parting

NEIL PARIKH (@npparikh6) 's Twitter Profile Photo

I don’t normally talk about AUM or have any AUM based targets in our organization, but today is special .. PPFAS Flexicap crossed 1 lakh crore AUM today.. I believe it is the first actively managed scheme to do so in India .. congratulations to everyone at PPFAS Mutual Fund , our partners