Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Fund House: PPFAS Mutual Fund
Category: Hybrid: Conservative
Launch Date: 05-05-2021
Asset Class:
Benchmark: CRISIL Hybrid 85+15 Conservative Index
TER: 0.64% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,288.3 Cr As on 31-10-2024(Source:AMFI)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days

14.3547

10.79%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Conservative TRI
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Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 3.27
Sharpe Ratio 1.29
Alpha 3.91
Beta 0.47
Yield to Maturity 7.21
Average Maturity 3.98

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 14.83 13.1 11.08 - -
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 17.36 13.04 9.23 9.36 7.77
Kotak Debt Hybrid - Growth 02-12-2003 14.93 12.95 10.15 11.72 9.7
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 14.51 11.69 9.1 10.23 8.46
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 13.58 11.73 9.57 11.38 9.34
Franklin India Debt Hybrid Fund - Growth 28-09-2000 13.32 10.89 8.86 8.46 7.68
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 13.24 12.33 10.43 11.11 8.85
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 13.1 11.32 9.48 9.97 9.42
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 12.86 11.54 9.16 8.9 7.09
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 12.79 10.08 8.75 9.84 8.63

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

6.83%

Others

75.51%

Large Cap

8.45%

Mid Cap

5.5%

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