Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth

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Category: Hybrid: Conservative
Launch Date: 01-05-2021
Asset Class:
Benchmark: S&P BSE India 10 Year Sovereign Bond
Expense Ratio: 0.61% As on (31-08-2022)
Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 999.09 Cr As on (31-08-2022)
Turn over:
NAV as on 06-10-2022

10.8954

-0 (-0.0239%)

CAGR Since Inception

6.49%

S&P BSE India 10 Year Sovereign Bond 6.07%

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

Scheme Performance (%) Data as on - 06-10-2022

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 4.59 - - - 6.49
S&P BSE India 10 Year Sovereign Bond 2.29 4.63 5.37 6.62 6.07
Hybrid: Conservative 4.07 8.5 6.04 8.15 7.74

Yearly Performance (%)

Nav Movement

Fund Managers

Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani

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 7.42 5.42
Hybrid: Conservative - - - - - -

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

Period
Data as on - 06-10-2022
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 01-05-2021 4.59 0.0 0.0 0.0 0.0
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 20.34 16.05 14.52 6.37 8.29
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth 18-03-2009 20.26 15.89 14.29 6.12 8.12
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 5.91 13.0 10.92 7.69 9.17
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 4.44 13.41 9.62 6.01 9.98
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 4.31 8.81 1.67 2.2 6.32
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 4.26 9.35 9.46 8.19 10.03
HDFC Hybrid Debt Fund - Growth Plan 01-12-2003 3.41 12.64 10.01 7.17 9.04
Kotak Debt Hybrid - Growth 02-12-2003 3.13 11.76 11.1 8.37 9.56
Franklin India Debt Hybrid Fund - Growth 28-09-2000 2.18 8.04 6.79 5.87 8.24

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

Asset Allocation (%)

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs.

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BSE
Member Code: 32262
AMFI
ARN: 160300