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Parag Parikh Conservative Hybrid Fund(M-IDCW)
Price Chart
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.34 | 7.26 | 2.77 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.37 | 7.38 | 1.83 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Hybrid 85+15 - Conservative Index |
About Conservative Hybrid Fund
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Peers & Comparison
HybridConservative Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Parag Parikh Conservative Hybrid Fund(M-IDCW) | 3.84% | 2.29% | 2.21% |
| SBI Conservative Hybrid Fund(A-IDCW Payout) | 11.85% | 9.95% | 7.09% |
| HDFC Hybrid Debt Fund(Q-IDCW Reinv) | 3.36% | 3.34% | 1.82% |
| ICICI Pru Regular Savings Fund(H-IDCW Payout) | -1.82% | 0.67% | 3.12% |
Price Comparison
Compare Parag Parikh Conservative Hybrid Fund(M-IDCW) with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Petronet LNG Ltd3M change : -0.39 %
Holdings
2.40 %
-0.39 % - Power Grid Corporation of India Ltd3M change : -0.25 %
Holdings
2.10 %
-0.25 % - ITC Ltd3M change : -0.06 %
Holdings
2.05 %
-0.06 %
AMC Profile
PPFAS Asset Management Private Ltd. is the asset manager of PPFAS Mutual Fund, established back in 2012. The AMC is registered as a trust under the Indian Trust Act, 1882. It is registered with SEBHI vide registration code MF/069/12.
No.of Schemes
6
Total AUM
₹ 95,962.64 Cr.
Fund Manager Profile
Rajeev Thakkar
AUM: ₹93,842.12 Cr.
|
Exp: 18yrs
Raunak Onkar
AUM: ₹9,201.53 Cr.
|
Exp: 3yrs
Rukun Tarachandani
AUM: ₹93,842.12 Cr.
|
Exp: 6yrs
Raj Mehta
AUM: ₹96,202.79 Cr.
|
Exp: 3yrs
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Opinions and Fund Reviews
Unitholders' Meet 2023 - Full video
1 year ago•PPFAS Mutual Fund
Who should invest in Parag Parikh Conservative Hybrid Fund?
3 years ago•freefincal - Prudent DIY Investing
Parag Parikh Conservative Hybrid Fund NFO: Features & investment philosophy/ view on market & stocks
3 years ago•B Wealthy
CIO, Rajeev Thakkar on Parag Parikh Conservative Hybrid Fund
3 years ago•PPFAS Mutual Fund
Parag Parikh Conservative Hybrid Fund NFO - Raunak Onkar | PPFAS Mutual Fund
3 years ago•Groww Mutual fund
Parag Parikh Conservative Hybrid Fund Review
3 years ago•freefincal - Prudent DIY Investing
PARAG PARIKH CONSERVATIVE HYBRID FUND NFO REVIEWED|PARAG PARIKH MUTUAL FUNDS|
3 years ago•Invest Empires
Parag Parikh Conservative Hybrid Fund NFO 2021 | Parag Parikh NFO 2021 | Review in Hindi
3 years ago•ZFunds
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%