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पीपीएफएएस म्यूचुअल ने लार्जकैप श्रेणी में अपने नये फंड - पराग पारिख लार्जकैप का न्यू फंड ऑफर (एनएफओ) प्रस्तुत किया है, जो 19 से 30 जनवरी 2026 के बीच खुला हुआ है। यह फंड एकदम अनोखे तरीके से ऐक्टिव और पैसिव श्रेणियों के बीच की एक कड़ी है, जिसमें निवेश शैली पैसिव तरीके से निफ्टी 100 इंडेक्स का अनुसरण करने की होगी, किंतु पैसिव फंडों की कुछ कमियों को ऐक्टिव शैली अपना कर दूर किया जायेगा। इस फंड की विशेषताओं और निवेश रणनीति को समझने के लिए देखें पीपीएफएएस म्यूचुअल फंड के एक्जीक्यूटिव वीपी और फंड मैनेजर रुकुन ताराचंदानी से निवेश मंथन के संपादक राजीव रंजन झा की यह बातचीत।



इस इंटरव्यू में जानें :



फंड की स्ट्रेटजी : Nifty 100 बेस्ड, लो एक्टिव शेयर, स्मार्ट एक्जीक्यूशन

कम एक्सपेंस रेशियो और कॉस्ट एफिशिएंसी कैसे फायदा देगी?

लार्ज कैप में निवेश का मौका – जोखिम और रिटर्न

NFO details: 19 जनवरी से 30 जनवरी 2026 तक खुला

क्या यह फ्लेक्सी कैप फंड जैसा परफॉर्म करेगा?



#ParagParikhLargeCap #PPFASLargeCapFund #LargeCapNFO

#PPFASNFO2026 #RajeevThakkar #MutualFundNFO

#LargeCapInvestment #ParagParikhFund #NiveshManthan

#MutualFundsIndia #PPFASMutualFund #LargeCapStrategy

#NFO2026 #StockMarketIndia #InvestmentTips

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Learning
Transcript
00:01Hello, I am Raja.
00:02Today we are going to talk about a new NFO.
00:05I am going to talk about a new NFO.
00:07I am going to talk about a new mutual fund manager,
00:09Rukun Tarachanani.
00:10Rukun, you are very welcome.
00:12I am going to talk about large-cap fund,
00:15which I have learned about large-cap fund,
00:18which I have learned about large-cap fund,
00:21because large-cap fund,
00:22it is often a large-cap fund,
00:24but this fund,
00:26you have some new ways,
00:28which is an active fund and passive fund,
00:31which will be a blend of active fund.
00:33It will be an active fund,
00:35but it will not be a run.
00:39It will be quite a passive fund.
00:42How will it be?
00:44What will it be?
00:46Let us understand.
00:51Look,
00:53this fund is a fund.
00:56There are some investors who want to pay a large-cap universe,
01:01which will give a broad exposure to large-cap companies.
01:07This is a large-cap company.
01:09This is a large-cap company.
01:10This is a large-cap company.
01:11This is a large-cap company.
01:12This is a large-cap company.
01:13The rest of the five-cap area is not very Fazl vậy which I think
01:28and that it will be in value.
01:30afternoon,
01:31it has completely new and hasn't.
01:33active share and portfolio and index are more similar, then we call low active share.
01:41So, this set of investors want to say that the portfolio is low active share.
01:46And because it is low active share, the expense ratios also want to be less.
01:52In today's period, these investors, in the market, passive funds,
01:58we use this need to cater. Passive funds portfolio is almost indexed, almost same,
02:05tax wealth ratio is less.
02:07We want to cater to this investor's needs,
02:13but because our fund is active fund,
02:17we use smart execution strategies,
02:22we use these funds,
02:25which will differentiate our funds from the passive funds.
02:29What are the strategies?
02:32First of all, this is the strategy that
02:35when a stock is in cash market and futures market,
02:40if the stock is in cash market,
02:43it is easy to sell cash market.
02:46So, we will sell futures in cash market.
02:50Second of all,
02:52when a stock market is in cash market,
02:55then index futures are also discounted,
02:58such as 50-50 futures,
03:0050-50 indexes are discounted.
03:03In these scenarios,
03:0650-50 companies,
03:08we can take the stock market to its size and charge.
03:11If the stock market is in cash market,
03:14we can właśnie apply the stock market to its prices.
03:16The next strategy is,
03:18whenever when you get to cash market,
03:20when an index company is in cash market,
03:22the company was in cash market,
03:25when we buy a stock market,
03:26then the market is in cash market.
03:28Even if the stock market is cheaper,
03:30we buy one stock market.
03:33in the future.
03:34In the future, the Cadre Merger was listed in the United States.
03:39In the case of the Merger Ratio, the Cadre Merger was limited to the Cadre Merger.
03:43The Cadre Merger Ratio was not limited to the Cadre Merger.
03:47So if you buy SDFC bank, if you buy SDFC limited, then you get the same exposure to the merger, but you get it in the system.
03:57The fourth strategy is the other special situations like D-mergers.
04:05D-mergers means that many times D-merger companies get rid of the index funds, and all the index funds only sell each day.
04:18That's why there is a lot of selling pressure.
04:22We don't have passive funds, we don't have active funds, so we will not sell each day,
04:28or gradually over a period of time.
04:31And finally, the fourth strategy is that when the index is rebalanced,
04:36then all the index funds do the same thing for each day,
04:41which means the rebalancing date.
04:44In our fund, we can gradually do that, over a period of time,
04:5020-25 days, which will increase the impact cost,
04:54and we can get better execution price.
04:59D-mergers means that there are 5 strategies that will differentiate us from passive funds.
05:04D-mergers means that if you are not specific,
05:06then you get the best interest and the issuance of this,
05:09if you are looking for all of yourself,
05:10you can use the best interest rates in this economy.
05:11D-mergers means that when you are not taking that investment,
05:12the businesses don't have to be able to follow the industry.
05:13Yes, what do you see in such a way?
05:14A true investment habits.
05:15D-mergers means that there is no relationship with the investment,
05:16guidelines that you have to have for the investment.
05:17D-mergers means that when you are not sustainable,
05:18all the investment companies have to be able to do with investment.
05:19D-mergers means that there is no investment width.
05:20Yes, if there is no special situation, there is no opportunity in the future, or no rebalancing, then the fund will be similar to the index.
05:41Yes, if there is no such work in passive funds, that you can follow the index, and you can try to match the return to the same way,
05:55so what do you think about passive funds to follow the index?
06:04Well, I think that there are some inefficiencies that we can address.
06:14It is very inefficient, which I have told, is rebalancing.
06:21In today's date, the index funds and passive funds have a lot of AUMs.
06:27When index committees announces, like NSE announces that Nifty 100 will have to rebalance,
06:35then the announcement and rebalancing date is 15-20 days.
06:41In today's date, there is a situation that the market knows that 15 days later,
06:48the index funds will buy these stocks and they will buy these stocks.
06:53Because that day, the index rebalancing is going to be rebalancing.
06:56So many traders and traders, they will have to position them.
07:01These are the inefficiencies that we can address and try to address.
07:09We can gradually rebalancing.
07:11So actually, you will behu to build among investors.
07:12Prof.
07:14Prof.
07:17Prof.
07:19Prof.
07:20Prof.
07:21Prof.
07:24Prof.
07:25Prof.
07:26Prof.
07:27Prof.
07:28Prof.
07:30Prof.
07:38Prof.
07:40Prof.
07:40Prof.
07:41react not to exchange.
07:44I am
07:46more than
07:48the
07:49rules
07:54are
07:56the
07:58rules
08:01the
08:03rules
08:04I have a lot of high probability that this stock will come or will go.
08:12If there is a lot of high probability, then we can do a little bit of a position.
08:17Announcement before.
08:19Yes.
08:20If you are technically an active fund, you will be able to do it.
08:26Because you will not have an index fund or passive fund.
08:34You will be able to do it in large cap.
08:38If you are wrong, you will be able to rectify it.
08:43Right.
08:45Yes, absolutely.
08:47So, this impact cost in special situations, you will be able to do it.
08:56Because as you have told, the balance of all funds will be able to pay the funds.
09:02If you are able to pay the funds, you will be able to pay the funds.
09:06So, this impact cost will also be able to pay the funds.
09:12So, this impact cost, if you are able to pay the funds, you will be able to pay the funds.
09:17So, this impact cost is also possible.
09:19If you are able to pay the funds, you will be able to pay the funds.
09:21So, if you are able to pay the funds, you will be able to pay the funds for the funds.
09:30You will also pay the funds for the funds for the funds for the funds.
09:37perspective
09:37से नहीं देखना चाहिए
09:39यह fund
09:41उन investors के लिए है जिनने
09:43index like returns चाहिए
09:45जो index like returns से
09:47healthy है वो
09:48active management का
09:51बहुत जादा risk लेना नहीं चाहते है
09:53उन investors के लिए
09:55fund है हाँ जो भी
09:57strategies है यह हमें
09:59net returns
10:02improve करने में help करेंगे
10:03वो कितना करेंगे वो हमें देखना
10:05पड़ेगा ओल टाइम बट
10:07इस fund से
10:09बहुत जादा आलफा
10:11investors को expect नहीं करना चाहिए
10:13तो
10:17मुखिता large cap के
10:19category के अंदर आप
10:20nift 300 को
10:23follow करते हुए रहेंगे और
10:25recently हमने देखा है कि
10:27large cap से बहुत जादा return
10:29नहीं मिला है
10:30हालां कि अगर आप
10:312025 को देखें
10:33तो उसमें दूसरी के टेगरी
10:35जो है mid cap small cap वहाँ पर तो फिर
10:37small cap पर निगेटिव performance भी गया है
10:40लेकिन large cap जहाँ पर performance मिला भी
10:42वहाँ भी बहुत हलका रहा है
10:44अब आगे के लिए आपका अनुमान क्या है
10:47या आपका house view क्या है
10:49इस segment को लेकर के लिए जैसे निवेशत के पास पांच साल से ज्यादा का
10:59capital है, patient capital है
11:01वो investors को हम अभी भी recommend कर रहे है
11:05equity is the asset class जिसमें उन्हें invest करना चाहिए
11:09within equity, large cap में valuations, small and mid cap से reasonably better है
11:19relatively, so within equities हमारा preference
11:24आज की तारिक में large cap में हमें ज्यादा opportunities मिल रहे है
11:28तो किसी, जिस investor के पास पात साल से ज्यादा का horizon है
11:33वो investors अपने और equity allocation के लिए इस fund को consider कर सकते है
11:40जी, बिलकुल, लेकिन जिस तरह से अभी risk reward ratio देखें
11:48क्या ये कहा जा सकता है कि large cap सामाने स्थित्यों में ही माना जाता है
11:54कि थोड़ा सा कम risk oriented होता है
11:57मिट कैप और small cap के तुलना में आज की तारीख में वो और भी ज्यादा कम
12:02risky लग रहा है कि ऐसे segment के रूप में आप उसे देख रहे हैं
12:05हां relatively valuations large cap में attractive है versus small and mid cap
12:13small and mid cap अगर आप history देखें तो large cap से 15-20% discount पे trade होते हैं
12:21तो valuation के नजर ये से large cap risk reward के terms में बेटर है जी बिलकुल तो बहुत-बहुत धन्यवाद रुकन आपने समय निकाला
12:26इस बात्चीत के लिए और आशा करते हैं आप से जल्दी ही फिर बात होगी नमस्कार अग्याद्ट अग्याद्ट
12:49झाल
12:50झाल
12:52झाल
12:54झाल
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