CASPeR Ranking #22
Parag Parikh Conservative Hybrid Fund Regular Growth
NAV (Tue Sep 10 2024)
₹14
Returns (Since Inception)
11.36%
Category Average
8.48%
Rating
5
Allocation and Holdings
Asset class
Weightage
Unknown
13.08%
Energy
4.93%
Utilities
2.38%
Consumer Defensive
2.12%
Consumer Cyclical
2.02%
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Overall rating
Scheme Information
Fund name
Parag Parikh Conservative Hybrid Fund Regular Growth
Minimum SIP
1000
Risk Level
Moderately High risk
AUM
₹2148.47 Cr
ISIN
INF879O01209
Inception Date
May 26 2021
Standard Deviation
3.328
Beta
0.77
Sharpe Ratio
1.697
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Expense Ratio
0.630%
Exit Load
In respect of each purchase / switch-in of Units, 10% of the units (“the limit”) may be redeemed without any exit load from the date of allotment. Any redemption or switch-out in excess of the limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.
Risk
Moderately High risk
Investment Objective
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
Fund Managers
Raj Mehta
Rajeev Thakkar
Raunak Onkar
About the AMC
PPFAS Asset Management Pvt. Ltd
Phone Number
+91 22 61406555Email Address
swapnil@ppfas.comCorporate Office Address
PPFAS Asset Management Pvt. Ltd.,Great Western Building, 1st Floor,,130/132, S.B.S. Marg, Opp. Lion Gate,,Fort,Overall AUM
₹2148.47 Cr
Website
www.amc.ppfas.comPopular Allocation funds
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frequently asked questions
view all FAQsWhat is the current NAV of Parag Parikh Conservative Hybrid Fund Regular Growth?
The NAV of Parag Parikh Conservative Hybrid Fund Regular Growth is ₹14 as of Tue Sep 10 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
Who is the fund manager of Parag Parikh Conservative Hybrid Fund Regular Growth?
Raj Mehta is the current fund manager of Parag Parikh Conservative Hybrid Fund Regular Growth as on Tue Sep 10 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
What is the expense ratio of Parag Parikh Conservative Hybrid Fund Regular Growth?
The Expense Ratio of Parag Parikh Conservative Hybrid Fund Regular Growth is 63.00% as of Tue Sep 10 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 63.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
What is the minimum SIP amount of Parag Parikh Conservative Hybrid Fund Regular Growth?
The minimum Systematic Investment Plan (SIP) amount required for Parag Parikh Conservative Hybrid Fund Regular Growth is ₹1,000. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
What is the minimum lump sum amount required to invest in Parag Parikh Conservative Hybrid Fund Regular Growth?
To initiate a lump sum investment in Parag Parikh Conservative Hybrid Fund Regular Growth, a minimum initial amount of ₹5,000 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
What is risk category of the Parag Parikh Conservative Hybrid Fund Regular Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Parag Parikh Conservative Hybrid Fund Regular Growth is classified as Moderately High risk.
What is the category of Parag Parikh Conservative Hybrid Fund Regular Growth?
The category of the Parag Parikh Conservative Hybrid Fund Regular Growth is Allocation.