PPFAS Global Investing Strategy (PMS)
PPFAS Asset Management — IFSC Branch
Disciplined global value PMS with strict diversification caps
Fund data from fund-house disclosures, as of Jun 2026. The performance chart below shows the fund's live underlying / benchmark index (MSCI World (proxy)) as a proxy — not the fund's own NAV. Always refer to the official factsheet before investing.
Underlying index — live proxy · 1Y
MSCI World (proxy), rebased to 100. A live stand-in for the fund's market exposure.
Strategy & allocation
Value investing — sector cap 25%, single-company cap 10%
Global companies with diversified revenue streams
Strengths
- Lower fees, zero exit load
- Strict diversification caps
Watch-outs
- Tax on churn
- Newer strategy (since 2025)
Who is it for?
PPFAS's GIFT IFSC PMS follows a value philosophy with sector exposure capped at 25% and single-company at 10%, investing in globally diversified businesses — risk-controlled value for $75k+ investors at a low fee.
USD diversification: at today's live rate of ₹95.75/USD, a dollar sleeve compounds the rupee's long-run drift on top of the strategy's own return.
Geography Exposure
Global
Tax Snapshot
Tax on portfolio churn applies; USD-denominated.
Always obtain personalised tax advice.
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