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NAV as of ( Sep 09, 2022 )
₹ 11.11 0.11 % 1-D Change
You get upto 0.3% extra returns
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|ET Money Rank||Not yet ranked|
|Expense ratio||0.32% As on Jun 30, 2022|
|AUM (Fund Size)||₹ 999 Crs|
|Age||1 yrs 4 m Since May 07, 2021|
|Benchmark||CRISIL Hybrid 85+15 Conservative|
SIP ₹ 1000 &
Lumpsum ₹ 5000
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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. Past performance is not an indicator of future returns.
Large Cap 13.81%
Mid Cap 6.6%
Small Cap 0%
Other Cap 0%
Tamilnadu State 9.28%
Uttar Pradesh State 8.81%
Rajasthan State 6.71%
West Bengal State 6.6%
Cash & Call Money 2.71%
Term Deposits 0.45%
State Development Loan 74.97%
Real Estate Investment Trusts 7.85%
Net Receivables 1.61%
|Fund name||Annual Return %||Consistency||Value Research Rating|
|Sundaram Debt Oriented Hybrid Fund||9.85%|
|Kotak Multi Asset Allocator FoF - Dynamic||8.78%|
|Parag Parikh Conservative Hybrid Fund||8.14%|
|SBI Conservative Hybrid Fund||7.43%|
|SBI Retirement Benefit Fund - Conservative Hybrid Plan||7.15%|
|ICICI Prudential Regular Savings Fund||6.81%|
Sign-up for free to compare fund with conservative hybrid funds
|Period||Trailing returns||Category average||Rank within category|
|1 month||1.11%||1.23%||18 / 32|
|3 months||4.42%||6.05%||29 / 32|
|6 months||4.72%||3.74%||6 / 32|
|1 year||8.14%||4.75%||3 / 32|
Level of Risk in the Scheme
Investors understand that their principal will be at Moderately High risk
HYBRID CONSERVATIVE HYBRID
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.
Mr.Thakkar is a Chartered Accountant, Cost Accountant, CFA, and CFP.
He has been associated with PPFAS AMC since 2013.
Mr.Onkar is an MMS (Finance) from the University of Mumbai.
He joined PPFAS as a research analyst. He was appointed as Head- research in the year 2011. He is working with the company as an Associate Fund Manager.
Mr. Mehta is a Commerce Graduate from University of Mumbai (N.M. College) ; Fellow Member of Institute of Chartered Accountants of India (ICAI) ; CFA Charter Holder.
Beginning his career as an intern with PPFAS Mutual Fund in 2012, he swiftly moved up the ranks, and is currently part of the Fund Management team.
Mr. Tarachandani has done B Tech (Information Technology), PGPM (Finance), CFA and CQF.
Prior to joining PPFAS Mutual Fund, he has worked with Kotak Mutual Fund, Goldman Sachs, Unnati Investment Management & Research Group.
As on Jun 30, 2022
The Parag Parikh Conservative Hybrid Fund is a 1 yrs 4 m old fund and has delivered average annual returns of 8.49% since inception.
NAV or Net Asset Value is the per-unit price of the Mutual Fund. The NAV of a Mutual Fund changes every day. It is calculated by taking the current value of the holdings of the fund at end of the day, subtracting the expenses, and dividing the value by the number of units issued to date.
The NAV of Parag Parikh Conservative Hybrid Fund for Sep 09, 2022 is 11.11 .
On ET Money, Investing in Parag Parikh Conservative Hybrid Fund is fast, easy, and 100% paperless. And it takes only minutes. Here is what you need to do -
The Expense Ratio of a Mutual Fund is the annual charges you pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio is a percentage of Assets Under Management (AUM) and is taken from the returns generated by the fund. For this reason, a fund with a lower expense ratio is always better because a smaller part of the returns will be taken and that means more returns for you.
The Expense Ratio of the direct plan of Parag Parikh Conservative Hybrid Fund is 0.32%. .
Redeeming your investments in Parag Parikh Conservative Hybrid Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.
If you have invested in Parag Parikh Conservative Hybrid Fund from anywhere else, you can go to the fund house website and put a request through it.
AUM or Asset Under Management is the total value of the assets held by a Mutual Fund scheme. For instance, for an equity Mutual Fund, the AUM will be the total value of its portfolio's equity shares (plus any other asset it might have invested in). The AUM of the fund changes every day because the price of the underlying asset fluctuates daily. However, the Mutual Fund company doesn't update it every day. It is updated only at the end of the month and released within few days of the next month.
The AUM of the fund is a good indicator of its popularity. A fund with a high AUM means a lot of money has been invested in it, and investors like it. However, the AUM should never be the primary criteria while selecting a fund. There are funds with huge AUMs that continue to perform well despite their size.
The AUM of Parag Parikh Conservative Hybrid Fund is ₹999 Crs.
The Parag Parikh Conservative Hybrid Fund's equity portion has been invested in the stocks of the following companies
|Company||Percentage of Portfolio|
|Brookfield India Real Estate Trust REIT||4.04%|
|Coal India Ltd.||2.19%|
|Bajaj Auto Ltd.||2.18%|
|Power Grid Corpn. Of India Ltd.||2.12%|
|Petronet LNG Ltd.||2.05%|
|Indian Railway Finance Corpn. Ltd.||2.01%|
|Embassy Office Parks REIT||1.99%|
|Mindspace Business Parks Ltd.||1.82%|
The Parag Parikh Conservative Hybrid Fund's equity portion is primarily invested in the following sectors -
|Sector||Percentage of Portfolio|
The credit rating of the instruments in which the fund invests represents the quality of the borrower.The Parag Parikh Conservative Hybrid Fund's debt portion's allocation by credit quality is given below
|Credit Quality||Percentage of Portfolio|
|Cash & Call Money||2.71%|
The top 3 debt holdings of Parag Parikh Conservative Hybrid Fund are as follows
|Holding Name||Percentage of Portfolio|
|Uttar Pradesh State||8.81%|