PPFAS vs Quant: Which fund house is better?

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

[maheshmoharir]

Out of box thinking of Quant is really impressive.

[RahulYadav-nkwp]

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, and the mutual fund overlap is also low.

[aj-bync]

Best fund is which not just gives returns but protects downside during market crash

[prasadpasala]

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.

[ramyasri]

If Quant MF manages same type of returns in next 5-6 years then it will be considered a miracle

[akashghorpade]

Quant - For people with overnight success mentality.
PPFAS - For people who believe in long term, consistent and stable success.

[sudipbanerjee]

I have been following this style since last 1 yr

[sandeshbs]

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!!

[dsignedits]

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.

[venstomon]

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

[injoyutube]

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.

[darshans]

You've earned a subscriber. Well explained sir!

[xenonheat]

I think ppfas protects when market is showing downfall. Instead of greed, better go for stable approach.. 🔋

[shoaibmondal]

I think quant is following Renaissance technology's (jim) they didn't care about emotions just pure mathematics tradeing style

[saikiranlankalapalli]

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..

[jeanlaudato]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

[yashmodi]

Already invested in both, quant elss and pp flexicap

[akki]

Great video thanks for the insight. Not seen this kind of explanation from others. Thank you

[notabibliophile]

Great video, do appreciate many more of this type.

[injoyutube]

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.