- Mutual Funds
- PPFAS Mutual Fund
- Parag Parikh Dynamic Asset Allocation Fund (G)
Parag Parikh Dynamic Asset Allocation Fund (G)
₹ 10.8442
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.8442
NAV (Oct 15)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 8.4% |
6 Month CAGR | 7.2% |
Scheme Information
The Scheme seeks to generate income/long term capital appreciation by investing in equity, equity derivatives, fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk.
Expense Ratio | 0.62 |
Launched (0y ago) | 0.62 |
AUM in Crores | 1153.1 |
ISIN | INF879O01233 |
Lock-in | - |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Parag Parikh Dynamic Asset Allocation Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
Others
22.1%Tata Motors Ltd. - DVR Ordinary [Merged]
4.7%Parag Parikh Liquid Fund Direct - Growth
3.9%HDFC Bank Ltd.
3.8%Petronet LNG Ltd.
3.1%Allocation by Sector
Energy
6%Consumer Staples
4.4%Materials
3%Capital Goods
2.4%Automobile
0%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
About the AMC
PPFAS Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
16.1% | 20.2% | ||
16.9% | 24.2% | ||
5.8% | 5.2% | ||
- | 7% | ||
11% | 11.2% |
Parag Parikh Dynamic Asset Allocation Fund (G) Review
Parag Parikh Dynamic Asset Allocation Fund (G) is a Dynamic Asset Allocation or Balanced Advantage Others fund and has delivered an annualised return of 8.413% over a period of 0 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 Dynamic Asset Allocation Fund (G) as of 10/15/2024 is ₹10.84 with the total AUM as of 10/16/2024 is ₹1153.0949. With Scripbox you can compare and check the latest nav for all mutual funds in India. Parag Parikh Dynamic Asset Allocation Fund (G) was launched on 2024-02-27. The category risk of the fund is null.
The minimum SIP amount for Parag Parikh Dynamic Asset Allocation 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 Dynamic Asset Allocation Fund (G)?
How to invest in Parag Parikh Dynamic Asset Allocation Fund (G)?
You can invest in Parag Parikh Dynamic Asset Allocation 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 Dynamic Asset Allocation Fund (G)?
The minimum sip amount for Parag Parikh Dynamic Asset Allocation Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Parag Parikh Dynamic Asset Allocation 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 Dynamic Asset Allocation Fund (G)?
The expense ratio of the Parag Parikh Dynamic Asset Allocation Fund (G) is 0.62% for regular plan.
What is the NAV of Parag Parikh Dynamic Asset Allocation Fund (G)?
Today's Parag Parikh Dynamic Asset Allocation Fund (G) NAV is ₹10.84.