PPFAS vs Quant: Which fund house is better?
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- เผยแพร่เมื่อ 18 มิ.ย. 2024
- Quant Mutual Funds and Parag Parikh Financial Advisory Services (PPFAS) have seen massive growth in their AUM in the past few years. This growth has been driven by the returns their investment styles have generated. However, beneath the surface, their investment styles couldn't be more different.
PPFAS buys stocks of companies with solid fundamentals and a competitive business model. It also considers valuations the most important parameter when selecting stocks. Quant, on the other hand, has an unconventional way of investing. It uses an in-house model that combines fundamentals and technicals. The model scans out stocks and they don’t hesitate to sell the holdings even within a few months if they no longer qualify its model.
In this video, we analyse their investment styles in detail and also see the periods when the two investment strategies perform better. In short, we recommend watching this video if you want to know which investment style is better for your equity portfolio.
Chapters
00:00 Introduction
01:26 PPFAS vs Quant
02:00 Being Conventional vs Being Relevant
03:55 Unpacking Portfolios
08:32 Performance Analysis Assessing Strategies across time
Out of box thinking of Quant is really impressive.
If Quant MF manages same type of returns in next 5-6 years then it will be considered a miracle
agreed. Quant has performed well in a consistently rising market over the last 1 year where its momentum style works but once market becomes static then it remains to be seen if Quant MF can generate the same return. We have seen this with PMSes in the past. They came into the market and with their quick footed approach they generated much better returns than the index. But now they are struggling.
also to share Quant MF performed the worst in the stress test. Their returns are high but they performed poorly in the stress test indicating their liquidity is not as high as some other established conventional MFs. Its pretty obvious if you chase a high return strategy then high risk comes naturally. Nothing against the Quant AMC but I would not chose a fund which does not place fundamentals at the top of investing strategy.
@@brajeshsingh2391it depends on your investing approach and objective. Understanding the possible demerits of quant, I can invest 20-25% in it which won’t trouble me in a downturn but give me that alpha in a momentum.
@@brajeshsingh2391 How was SBI small cap's stress test result?
not possible ....also its coz of Adani shares..they dont have good financials
Buy both 50-50 simple solution
ultimate solution, bhai
Ultimate😂
Exactly what I am doing
No, then you are missing on compounding
Exactly @@srikanthkaredla
Best fund is which not just gives returns but protects downside during market crash
Well said
thats correct. Quant going down heavily when market crash
Quant has high churn of stocks.if I buy an MF I need it to adapt than hold and pray ...
my pick is Quant .. thou I have both
Hello, thanks for sharing your perspective
That depends on your risk appetite, not at all fixed
People early in their career: Quant on the basis of Sharpe, Std. Deviation.
People in there later career: PPFAS (aim should be to prevent wealth erosion, wealth protection)
People can maintain 60-40 of these two funds.
The most sensible comment.
Best comment
I have been following this style since last 1 yr
I have large percentage of investment in Quant. I switched from PPFAS flexi cap to quant... PPFAS flexi cap has exposure to foreign equity, hence a stability, when Indian equity incur losses as on 09.05.2024. Quant momentum fund is best in class. thankful for insights into nature of these AMC, this helps us to take better decisions.
Same here, i have been saying the same thing but nobody lestning, sooner or later ppl will realize.
PPF : value investing so good for long term, low risk and downside protection. fund size moderate effect
Quant : Just like trading , in bull run high return but in bear market may loose money, high risk. if fund size grow its hard to manage money . not good for long term. Saw some comment better to invest in both fund house.
@@SurendraKumar-si8lw offcourse, but i think we all are investing in stock market becase we think india is in a bull run and will remain same for at least decade, may be we will see 1 or 3 years of bear run.
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You've earned a subscriber. Well explained sir!
I was looking for answers and here you gave it in a very simple way. Thank you so much ET money and the person who explained it.
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really great and informative video, thank you so much
I think quant is following Renaissance technology's (jim) they didn't care about emotions just pure mathematics tradeing style
Oh please dont even compare Rentech with quant. Quant fund house just started getting a lot of traction and in the last 10 years we haven't seen any major crash except Covid which also recovered quickly. The beta of Quant equity mutual funds to Nifty 50 is more than 1 that means that when market crashes quant equity mutual funds will go down even further.
They won't be able to do once aum keep getting bigger. That's why they have 20% in reliance and jio or kotak in all fund. Earlier it was HDFC in all fund
Thanks Sir for helping me to make timely decision
I think ppfas protects when market is showing downfall. Instead of greed, better go for stable approach.. 🔋
Thanks this video is very informative and helpful for me
One can see the difference. Not only in Flexi cap, but in every segment, Quant is no. 1 fund. It is not easy although.
I have chosen Quant Value Fund.
A better replacement for Quant Flexicap.
Hope it will also move on faster than others.
Number of stock in PPFCF is 29 stocks (+4 International). Research more please.
Most awaited video
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Best analysis!!
Great analysis on the Investment strategies of the 2 best Mutual Fund Houses. If Quant Funds continue to maintain the returns for the upcoming 30 years, SIP + SWP will be a great method for Wealth Creation and Capital Protection. It's a long shot though..
Quant has delivered a fantastic return because market supported it. Markets can’t perpetually be in a rally for next 30 years. So expecting same results for next 30 years won’t be realistic.
Quant is legendary. Gratitude 🙏
Very good explanation
please make more such videos across different funds.. excellent analysis
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Excellent video. Thanks
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Quant has done everything to generate highest Alpha. Being a SIP mode investor with less capital, we want higher return in less time what Quant Flexicap is doing.
Their stock turnover ratio is more than 100% that means they are actively working with the funds.
In a nutshell, they are doing their jobs unlike other actively managed funds who are not even beating their benchmarks.
I have ppfas and quant mid and smallcap in 5:3:2 propotion.
Great video
Already invested in both, quant elss and pp flexicap
Which is giving good returns.?
Nice explanation
Funnily enough I have both :D
Which quant scheme is better ELSS or value fund?
Biggest risk for PPFAS is Rajeev Thakkar quitting the company. He is an exceptional fund manager. I love the VLRT method of Quant. I have invested in both the fund houses
But who say they are quitting
@@globalknowledge2441 Nobody is saying.
Rajeev has equity , He is the share holder of PPFAS AMC unlisted
The key man risk also exists with Quant, with the most schemes being managed by 2-3 FM's
@@VipulChakurkarOnly if they all quit at the same time.
Which scheme gives best returns in quant MF for long term
i have 30-30 % allocation to both, rest 40% across other.. 10% Kotak
pl discuss quantitave category funds wrt their perfrmance in diff phases of mkt, like bull, bear, consolidation
Hello, thanks for your suggestion. Will share it with the team.
Superb Analysis
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3 years back I did same by investing lumsum in both parang and quant but after 3 years now, quant has given 150 percent returns and parag on the other hand just 70, returns are miles apart so think before investing in both!!
In long run which is good?
@@amitangshusenapati4384 quant!!
which fund bro of quant you invested..
Good comparision
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Thanks for the informative video!
Please share this video with your friends and family as well.
Insightful
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I have both & I like Quant 🔥
Plz review Motilal Oswal mid cap fund
Hello, thanks for your suggestion. Will share it with the team.
Number of stocks in PPFAS is still 25-30. The 55 number includes arbitrage positions as well.
good explaination
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Thanks for this video
Please share this video with your friends and family as well.
Why settle for 1, when you can have both.
I just started to invest PPFAS Flexi cap, hope I will not regret 😀
Hold for 10years, will be proud of your decision
👍
every person is different..depends what is your goal with your investment..for me making the biggest corpus is the goal in a long term...and for that..i need the lowest expense ratio and the highest CAGR..so QUANT works best in that case..
Well instead of the fund house review it would have been better if you had done something explaining the name/dob mismatch that is preventing maybe 50% of investors from investing in MFs despite KYC being up date and validated. ET money it seems like a lot of others does not have the courage to tell SEBI what an asinine regulator it has been with this whole mismanagement.
Source of this data other than your personal opinion?
buy and sell techniques से टॅक्स का क्या
Best
Please share this video with your friends and family as well.
Good informative video. Thanks
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My question is when Quant's AUM increases how will they keep delivering returns with such high portfolio turnover ?
Hello, you are right; it won't be easy. Thanks for sharing your perspective.
I invest 50-50 in both
Please make vedio on Lumpsum Sip
Hello, here's a video you may like: th-cam.com/video/OCl-z-IXXEE/w-d-xo.html
Namste Sir Is it right time to invest lumsum in mid cap and small cap mutual funds..?🔥,
No
Hello, I understand that you want to invest in mid and small caps but are concerned about the ensuing volatility currently. There is actually no good or bad time to start investing in a mutual fund, provided you understand your risk appetite and are willing to invest for the long term. You can invest via SIPs so that you can average your investment cost should the markets correct.
Mix of both 😅
I'm in favor of Quant, because we are moving into an Era where we buy and forget approach may not work as it did earlier.
My personal style is Value investing, as I don't have the resources or time to identify opportunities well beforehand. So having quant gives me a strategy diversification as well.
Plus a data driven Sector agnostic opportunistic model Is what all active fund managers should pursue.
Can anyone tell me if I place an order for a mutual fund how can I get it on the same day in my account ?
Hi, generally if we initiate payment and if it reaches the AMC by 2PM, then same day NAV will be applicable.
Place the order before 2 in the afternoon when the market is open to get the same day NAV units allocation.
Hello ET money team ,
I requested for call back regarding Genius. It's been more then 10 days . Still waiting for call.
Hello, let me pass on your concern to the customer support team. They will get back to you.
What about quant active fund
Hello, I understand you want us to analyse this fund. Let me share your request with the team.
QUANT IS MAGIC.
Why no one talks about heavy investment of Quant funds in F&O market which is very risky..purely satta
It’s Satta for retailers like us. A fund house is in DII category. They have enough means and knowledge to make money from FnO
When market is bullish buy PPFAS and when market are bearish or sideways buy QUant . Then can make good returns
What!!! Sorry but this doesn't make any sense. There is no research or logic backing this.
Hmm it should be opposite. Quant performs better in upward momentum but lacks downward protection. So in sideways or bearish move to ppafs or other hybrid fund. Investing in quant quite requires active participation to book profits before markets goes sideways. Personally I would allocate 30-40% to quant for some extra alpha without risking full portfolio. All these matters more when size of portfolio has reached a certain point and preserving capital becomes important.
QUANT prefers to follow Momentum Strategy
Only if you had compared 5yr CAGR for all schemes of these AMCs you would have realised who's the clear winner!!!
Quant small cap best
Quant is best
50 : 50
warren buffet jaise returns chaiye toh uske liye 90 saal jeena bhi padega. aaj kal toh 60 prr hi log boriya bistra le krr nikl lete hain
Quant tax saver is awesome
PPFAS is much better
For most
Video is more inclined towards PPFAS than quant. You showed all details of PPFAS in bold and clearly visible letters, but you nearly hidden quant fund details by showing all its fund so that details could not be seen by viewers. Though you could have chosen to showcase 3 or 4 best performing quant funds.
.
In my opinion PPFAS is nowhere near to quant in turns of returns.
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Hello, such was not the intention. We are regretful if such an impression was created. We will try to make our fund comparisons more balanced. Thanks for your feedback.
Is the video ai generated
Quant is king ❤
YOU CAN WATCH THIS VIDEO IN 2X SPEED.
😂
I always do. They speak very slow
Quant is liquid.
why cant I buy quant mf in et money app?
We regret the inconvenience. However, this is something that is out of control of ET Money.
You may be aware that ET Money is a SEBI registered investment advisor (RIA) which allows us to offer advisory services like ET Money Genius. With respect to RIA platforms supporting non-advised or self-directed investments by investors, SEBI announced a new regulation called "Execution Only Platform" framework & ET Money now is obligated to treat self-directed investor initiated transactions as Execution Only. This requires us to pass on something called as EOP code in Direct Plan transactions that helps AMCs/ RTAs and ofcourse SEBI know which transactions from ET Money are advised & which ones are directly done by investors.
We sent an email on Friday (May 31) for updating our investors about these regulatory changes.
ET Money has been able to ensure that all AMCs accept EOP code in the transactions; except Quant Mutual Fund. We are constantly in touch with Quant AMC to enable us to send the EOP code which means there are business & operational processes to be followed. Once the Quant's team agrees to the required changes, we are hopeful that Quant Funds will be back on ET Money without any delay., Please note, to avoid inconvenience to our investors, we have suspended only the fresh investments via Lumpsum & stopped new SIP registrations. This change doesn't affect SIP installments of your past registered SIPs or your holdings in Quant on ET Money.
We will keep investors updated about the progress on this temporary suspension.
Quant has given me 40 percent in 7 months ….beat that (updated)
Quant has given me 49%in 7 months.
@@nasdoc1 Which funds do u have bro pls do share
Quant small cap has given me 15% in 8 months
For longer term you should also consider down side protection of your investment which is hard earned money 😊
@@noy12371 Quant infrastructure.
I also have Quant manufacturing, that gave me a return of approx 45% since July 2023 (since its launch).
Et money customer car number
Marathi video
Service of quant is pathetic
as usual, awesome analysis
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@@ETMONEYre-watching it 🎉
Both are good. Investment philosophies of these two may perform differently based on market conditions.
My portfolio has both:
PPFAS Flexi
Quant Value
Quant Multi-Asset
Quant value fund type?
@beezeestocks