Parag Parikh Conservative Hybrid Fund Reg-IDCWM

Fund Category: Conservative Hybrid

Fund Category Conservative Hybrid

Moderately High Hybrid IDCW Monthly

0 Morning Star

0 Value Research

NAV( 25 Jan 2023)

₹ 10.25
-0.02%

Parag Parikh Conservative Hybrid Fund Reg-IDCWM

Invest now
Performance

-%3y Returns

-0.11% 1D Returns

Investment details
  • Min SIP amount

    ₹ 1000
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    0.63%
  • Exit load

    0.0% For units in excess of 10% of the investment
    L After 365 days
    View more
  • 0.0%

    1% will be charged for redemption within 365 days

Fund details
View Fund Documents
  • Fund size

    ₹ 1,169 Cr
  • Plan

    REGULAR
  • Launch date

    7 May 2021
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Hybrid 85+15 Conservative Index
  • ISIN

    INF879O01183
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Bajaj Auto Ltd 2.47%
Embassy Office Parks REIT 2.5%
Mindspace Business Parks REIT 2.48%
Brookfield India Real Estate Trust REIT 4.18%
Power Grid Corporation of India Ltd. 2.47%
Coal India Ltd. 2.43%
Petronet LNG Ltd. 2.46%
India Grid Trust 0.94%
Telangana State 1.9%
Telangana State 4.77%
ITC Ltd. 2.43%
West Bengal State 1.01%
Rajasthan State 1.01%
Maharashtra State 3.03%
Uttar Pradesh State 4.99%
Karnataka State 0.99%
Haryana State 1.02%
Jammu & Kashmir State 1.01%
West Bengal State 1.01%
Haryana State 1.0%
Assam State 1.0%
Goa State 0.95%
Rajasthan State 1.03%
Tamilnadu State 2.02%
Madhya Pradesh State 3.98%
Kerala State 1.02%
Kerala State 0.95%
Tamilnadu State 1.02%
Uttar Pradesh State 1.0%
Uttarakhand State 1.03%
Uttarakhand State 2.02%
Tamilnadu State 1.02%
Tamilnadu State 0.95%
Tamilnadu State 2.02%
Tamilnadu State 1.01%
Goa State 2.05%
Gujarat State 1.02%
Rajasthan State 5.04%
Rajasthan State 1.04%
Kerala State 5.0%
Kerala State 1.02%
Chhattisgarh State 1.01%
Chhattisgarh State 0.93%
Punjab State 2.0%
Punjab State 3.05%
Uttar Pradesh State 1.02%
Uttar Pradesh State 2.05%
Uttar Pradesh State 1.02%
Madhya Pradesh State 3.07%
West Bengal State 0.98%
West Bengal State 0.94%
GOI 0.93%
Sectors
Company Allocation %
Others 67.33%
Automobile 2.47%
Construction 9.16%
Sovereign 0.93%
Energy 7.36%
Consumer Staples 2.43%
Financial 6.67%
Capital Goods 0.94%
Risk Associated
Moderately High
  • Investors be aware that principal under this fund will be at Moderately High risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. They only include companies with low debt, high cash flows, investor-friendly managements , etc. Most important, these must be quoting at a discount to their intrinsic value at the time of purchase. Guided by the belief that investing should not be a complicated process, they strive for simplicity in scheme design, investing process and operations.

  • Funds Offered

    3
  • AUM

    ₹ 30,359 Cr
  • Highest Return

    22.21%
About

Rajeev Thakkar Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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