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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Fund House:
PPFAS Mutual Fund
Category:
Hybrid: Conservative
Status:
Open Ended Schemes
Launch Date:
05-05-2021
ISIN Number:
INF879O01209
Minimum Investment:
5000
Minimum SIP:
1000
Total Assets: (29-11-2024):
2315.04
Nav (20-12-2024)
14.2898
CAGR Since Inception:
10.52
Benchmark:
CRISIL Hybrid 85+15 Conservative Index
Expense Ratio (30-11-2024)::
0.64 %
Risko-Meter:
Moderately High
Exit Load:
For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 12.87 12.73 11.1 0 0
HSBC Conservative Hybrid Fund - Regular Growth 16.18 13.26 9.41 9.22 7.81
Kotak Debt Hybrid - Growth 12.71 12.43 10.07 11.35 9.61
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 12.5 11.23 9.02 9.89 8.42
ICICI Prudential Regular Savings Fund - Plan - Growth 12.01 11.06 9.57 9.71 9.42
SBI Conservative Hybrid Fund - Regular Plan - Growth 11.99 11.42 9.62 11.1 9.25
DSP Regular Savings Fund- Regular Plan - Growth 11.46 11.2 9.03 8.65 7.09
Franklin India Debt Hybrid Fund - Growth 11.43 10.68 8.84 8.19 7.66
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 11.11 9.77 7.89 9.24 8.09
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 11.08 9.72 8.85 9.59 8.59
Fund Manager
Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Mansi Kariya:
Scheme 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.:
Riskometer : Moderately High
Risko-meter
Return Analysis
Based On Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth BSE India 10 Year Sovereign Bond Hybrid: Conservative
CAGR since inception 10.52% 6.42% 8.69%
1 Year 12.87% 7.26% 10.61%
3 Year 11.10% 5.86% 8.84%
5 Year 0.00% 6.93% 8.88%
10 Year 0.00% 7.43% 7.73%
Nav / Index Value as on2024-12-22 2,315.04% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 3.24
Debt 77.03
Mutual Funds 0.85
Cash & Cash Equivalents 2.35
Equity 16.53
Derivatives -3.1
Company Holding
BROOKFIELD INDIA REAL ESTATE TRUST 4.02
EMBASSY OFFICE PARKS REIT 2.46
PETRONET LNG LIMITED 2.4
POWER GRID CORPORATION OF INDIA LIMITED 2.1
AXIS BANK LIMITED 2.08
ITC LIMITED 2.05
COAL INDIA LTD 2.03
REC LIMITED 1.51
KESORAM INDUSTRIES LIMITED 1.19
SWARAJ ENGINES LIMITED 0.84
FAQ's of Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth
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