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  • PPFAS Mutual Fund
  • Parag Parikh Conservative Hybrid Fund (G)
Parag Parikh Mutual Fund

Parag Parikh Conservative Hybrid Fund (G)

HybridConservative Hybrid

14.3388

NAV (Oct 15)

11.209%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.3388

NAV (Oct 15)

Fund Returns

Last 1Y
16.7%
Last 3Y
11%
Last 5Y
NA
Last 10Y
NA
Since Inception
11.2%
6 Month CAGR
7.1%

Scheme Information

Investment Objective

The scheme seeks to generate regular income through investments predominantly in debt and money market instruments. The scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme.

Expense Ratio
0.63
Launched (0y ago)
0.63
AUM in Crores
2250.1
ISIN
INF879O01209
Lock-in
-
Benchmark
CRISIL Hybrid 85+15 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.3
Beta
0.4
Sharpe Ratio
1.7
YTM
-
Fund Managers

Mansi Kariya

Fund Manager

Rajeev Thakkar

Fund Manager

Raj Mehta

Fund Manager

Raunak Onkar

Fund Manager

Rukun Tarachandani

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Parag Parikh Conservative Hybrid Fund (G)70%9,58,978 2,26,36611%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-02-12

Top Stock Holdings

Brookfield India Real Estate Trust REIT

3.6%
3.57%

Petronet LNG Ltd.

2.9%
2.9%

Embassy Office Parks REIT

2.6%
2.64%

Power Grid Corporation Of India Ltd.

2.5%
2.53%

Punjab National Bank

2.5%
2.46%
See all holdings

Allocation by Sector

Energy

6.6%
6.56%

Materials

2.2%
2.21%

Consumer Staples

2.2%
2.17%

Automobile

2%
2.03%

Metals & Mining

1.3%
1.28%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 50,495 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

PPFAS Mutual Fund

Parag Parikh Financial Advisory Services Ltd promotes PPFAS Asset Management Company (PPFAS AMC). PPFAS was incorporated in 1992 as a boutique investment advisory firm. amc-img
phone-img022 6906 6100, 91 22 6140 6555
email-imgmf@ppfas.com
Fund NameScripbox Opinion
Till Date CAGR
ppfas
Parag Parikh Flexi Cap Fund (G)

16.1%

20.2%

16.9%

24.2%

5.8%

5.2%

-

7%

11%

11.2%

Parag Parikh Conservative Hybrid Fund (G) Review

Parag Parikh Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 11.209% over a period of 3 years. The fund is managed by PPFAS Mutual Fund. The fund managers are Mansi Kariya, Rajeev Thakkar, Raj Mehta, Raunak Onkar, Rukun Tarachandani.

Nav of Parag Parikh Conservative Hybrid Fund (G) as of 10/15/2024 is ₹14.34 with the total AUM as of 10/16/2024 is ₹2250.103218. With Scripbox you can compare and check the latest nav for all mutual funds in India. Parag Parikh Conservative Hybrid Fund (G) was launched on 2021-05-26. The category risk of the fund is Low.

The minimum SIP amount for Parag Parikh Conservative Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Parag Parikh Conservative Hybrid Fund (G)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Parag Parikh Conservative Hybrid Fund (G)?

You can invest in Parag Parikh Conservative Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Parag Parikh Conservative Hybrid Fund (G)?

The minimum sip amount for Parag Parikh Conservative Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Parag Parikh Conservative Hybrid Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Parag Parikh Conservative Hybrid Fund (G)?

The expense ratio of the Parag Parikh Conservative Hybrid Fund (G) is 0.63% for regular plan.

What is the NAV of Parag Parikh Conservative Hybrid Fund (G)?

Today's Parag Parikh Conservative Hybrid Fund (G) NAV is ₹14.34.