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US EquitiesOutbound · India → GlobalIFSCA Retail Scheme (Fund of Fund)Retail

PPFAS S&P 500 Fund (GIFT)

PPFAS Asset Management — IFSC Branch

Low-cost passive S&P 500 access in USD from $5,000

3M Return
6M Return
Mar 2026
Inception
Lock-in
$5,000
Min
Minimum Investment
$5,000
USD
Currency
Daily
Liquidity
Moderate
Risk
84
GlobalWisor Score

Fund data from fund-house disclosures, as of Jun 2026. The performance chart below shows the fund's live underlying / benchmark index (S&P 500) as a proxy — not the fund's own NAV. Always refer to the official factsheet before investing.

Underlying index — live proxy · 1Y

S&P 500, rebased to 100. A live stand-in for the fund's market exposure.

+18.7% · 1YLive · Yahoo Finance
Fund 3M
Fund 6M
Jun 2026
As of

Strategy & allocation

Passive — invests in S&P 500-linked UCITS & ETFs

Allocation

~90% in index, ~10% cash/debt for liquidity (33% tech)

Retail
Fund Type
Equity (Passive)
Asset Class
Daily
Liquidity

Strengths

  • Low fee (~0.5%)
  • Broad US large-cap
  • Low ticket ($5,000)

Watch-outs

  • Still tech-tilted (33%)
  • Rich US valuations

Who is it for?

PPFAS's passive GIFT IFSC fund-of-fund tracking the S&P 500 via UCITS/ETFs at ~0.5% fee — the simplest broad-US core sleeve for an Indian portfolio, dollar-denominated.

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

United States

Tax Snapshot

USD capital gains on IFSC units; LRS-funded.

Always obtain personalised tax advice.