Discover and read the best of Twitter Threads about #PPFAS

Most recents (3)

PPFAS AGM 2021 #PPFAS

8th edition.
@PPFAS

1/n
2/n

Soulful music by none other than @VijayKedia1 before the AGM kicks off

check this one: @vijaykedia1 at his best
When will PPFAS will launch a new scheme?

Only if, PPFAS is excited about putting their own money & can add value to investors

Right now, there is no plan to cut any more expense ratio.

#PPFAS
#NewFundoffer? nops
Read 63 tweets
PPFAS NAV 13 Feb: 29.29 (Sensex/~42k)
PPFAS NAV 24th March: 20.15 (Sensex/25k)
PPFAS NAV 3rd July: 28.70 (Sensex/ 35k)

42% from bottom. While most has been saying it's because of Nasdaq, the game changer has been 13% odd cash and bets they took

#ppfas #assetallocation
1/n
They had around 12-13% cash. While Sensex is still 17% down from ath and Nasdaq at last ath, let's see how the cash helped

1./ ITC, took 5% punt
2./ They loaded on MCX, CSDL, averaged more on axis
3./ Moved out of nestle and picked Microsoft of almost same value

2/n
They also moved a 4% position in AMZN and further 2% in FB once it crashed to 160 odd. Didn't add a share in Google.They also took a quick trade in HDFC though can't figure out what for but it must have been bought pretty low and then made a good trade given HDFC was 10%
3/n
Read 10 tweets
YouTube stream of the Annual @PPFAS Unitholders' Meeting. The Unitholders' Meeting starts at 4pm IST

#PPFASagm #PPFAS
Read 76 tweets

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