PPFAS Large Cap Fund: Detailed Analysis + Unitholders Meet Highlights | My Strategy | Neeraj Arora

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In today’s episode, we dive deep into the evolution of PPFAS (Parag Parikh Mutual Fund), their disciplined approach to launching products, and why they remain one of the most trusted fund houses in India.

Recently, on 22nd November 2025, PPFAS conducted their annual Unitholder Meet, where they discussed the newly announced Parag Parikh Large Cap Fund in detail. This episode breaks down everything investors need to know — in simple, practical terms.

We cover:
The three-decade journey of PPFAS
Why they intentionally avoid launching too many schemes
The logic behind introducing a Large Cap Fund now
Why the fund is built on the Nifty 100 universe?
How smart execution strategies (futures discounts, merger swaps, index rebalance timing) can add incremental returns?
Expense ratio expectations (10–30 bps)
Who this fund is right for — and who should avoid it
How this fund positions itself between passive and active investing
Discussion on PPFAS Large Cap Fund held in Unitholders Meet 2025

Whether you’re an existing PPFAS investor or someone evaluating this new strategy, this episode will help you understand the philosophy, structure, and long-term role of the Parag Parikh Large Cap Fund in your portfolio.

00:00 Introduction
01:11 Basics - Large Cap, Large Cap Fund, Benchmark - Nifty 100
03:28 Practical Illustration of Returns in Nifty 100 Index Fund
06:00 About PPFAS Large Fund Introduction Fight
11:28 Why PPFAS Large Fund? What's their plan? How they are different from others?
17:55 Why Benchmark as Nifty 100? Smart Execution Strategies?
25:33 Neeraj Arora's Opinion & Investing Strategy in PPFAS Large Cap Fund
29:42 Personal Confidence on PPFAS
31:18 Closing