Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.33 | 7.30 | 3.97 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.36 | 7.41 | 2.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
CRISIL Hybrid 85+15 - Conservative Index |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Parag Parikh Conservative Hybrid Fund | 17.62% | 11.57% | 11.55% |
SBI Conservative Hybrid Fund | 15.25% | 10.56% | 10.36% |
HDFC Hybrid Debt Fund | 16.58% | 10.75% | 10.30% |
ICICI Pru Regular Savings Fund | 16.12% | 10.16% | 11.00% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Debt
Others
Holdings
2.53 %
Holdings
2.13 %
Holdings
2.03 %
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
₹ 89,157.68 Cr.
Rajeev Thakkar
AUM: ₹86,839.33 Cr.
|
Exp: 18yrs
Raunak Onkar
AUM: ₹86,839.33 Cr.
|
Exp: 3yrs
Rukun Tarachandani
AUM: ₹86,839.33 Cr.
|
Exp: 6yrs
Raj Mehta
AUM: ₹89,157.68 Cr.
|
Exp: 3yrs
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Unitholders' Meet 2023 - Full video
10 months 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
Returns
Fund has been able to generate better returns compared to other funds in the same category