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Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

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Category: Hybrid: Conservative
Launch Date: 05-05-2021
Asset Class:
Benchmark: CRISIL Hybrid 85+15 Conservative Index
Expense Ratio: 0.65% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,448 Cr As on (31-03-2025)
Turn over:
NAV as on 29-04-2025

14.8549

0 (0.0088%)

CAGR Since Inception

10.61%

CRISIL Hybrid 85+15 Conservative Index 9.79%

PERFORMANCE of Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 29-04-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 10.64 11.49 - - 10.61
Benchmark - - - - -
Hybrid: Conservative 8.95 8.94 10.54 7.74 8.76

Yearly Performance (%)

Nav Movement

Fund Managers

Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Mansi Kariya

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.

RETURNS CALCULATOR for Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 3.33 0.96 2.68 0.52 7.26 3.88
Hybrid: Conservative - - - - - -

PEER COMPARISION of Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Compare SIP Compare Lumpsum
Period
Data as on - 29-04-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 10.64 13.26 11.49 0.0 0.0
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 11.3 12.28 10.03 12.36 8.37
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 11.01 12.35 9.76 10.38 7.26
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 10.29 10.67 8.68 12.69 8.54
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 10.23 9.33 7.29 9.27 7.02
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 10.0 12.18 9.68 9.81 7.56
Kotak Debt Hybrid - Growth 02-12-2003 9.88 12.85 10.67 12.53 9.6
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.62 11.94 9.91 11.0 9.3
Franklin India Debt Hybrid Fund - Growth 28-09-2000 9.2 11.72 9.65 9.83 7.54
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 9.2 12.44 11.04 12.83 9.01

PORTFOLIO ANALYSIS of Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Asset Allocation (%)