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Mutual Funds
Parag Parikh Conservative Hybrid Fund Direct Growth

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Parag Parikh Conservative Hybrid Fund Direct Growth

Parag Parikh Conservative Hybrid Fund Direct Growth

  • Moderately High risk
  • Allocation
  • Conservative Allocation
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NAV as on Feb 25, 2025
i
Price per unit of the scheme.
₹ 14.5029 -0.14% 1 Day Change
-0.29%
Minimum Investment ₹5000
Expense Ratio 0.33%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

FUND PERFORMANCE

(As On --)
Compare fund’s performance against category average across different time periods
1M 3M 6M 1Y 3Y 5Y
-- Out of -- funds in the category
Category Avg Return
--
Fund Return
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

FUND COMPARISON

This Fund
Parag Parikh Conservative Hybrid Fund Direct Growth
VS
Allocation: Conservative Allocation Average NAV
Topper in Allocation: Conservative Allocation
All Fund
*For the other fund, rescaled NAVs are used
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RETURN CALCULATOR

Check the return on your investment in the fund
Parag Parikh Conservative Hybrid Fund Direct Growth
Investment Type
MONTHLY SIP ONE -TIME
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    ₹0
  • Return
    ₹0
  • Current Value
    ₹0

FUND SUMMARY

Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Expense Ratio
0.33 %
Category Avg Expense Ratio
0.76%
Minimum Investment (Lumpsum/SIP)
₹5000/₹1000
Lock In (Years)
No Lock-in
Fund Size
₹ 2,397.73 Cr(As on Jan, 2025)
Inception Date
May 26, 2021
Turnover
0.00 %
Exit Load
In respect of each purchase / switch-in of Units, 10% of the units (“the limit”) may be redeemed without any exit load from the date of allotment. Any redemption or switch-out in excess of the limit shall be subject to the following exit load: Exit load of 1.00% is payable if Units are redeemed / switched-out within 1 year from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 year from the date of allotment.

ABOUT THE FUND

Objective: 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. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.

Parag Parikh Conservative Hybrid Fund Direct Growth is an Allocation - Conservative Allocation fund. The fund was launched in May 26, 2021. Its risk level is Moderately High. The NAV of the fund as on Feb 25, 2025 is ₹14.50. Its expense ratio is 0.33 %. The fund has an AUM of ₹2,397.73 Cr.The fund is managed by Raj Mehta, Rajeev Thakkar, Raunak Onkar, Rukun Tarachandani, Mansi Kariya. The minimum initial investment is ₹5000 in Lumpsum mode.

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FUND MANAGER

Rajeev Thakkar
i
Lead Fund Manager.
May 26, 2021- Present
  • Fund Manager Rank 1 Out of 19
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed 3
  • Total AUM ₹ 94,509.28 Cr
  • Highest Return In 1 Yr 12.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-2.12%
-4.97%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.29%
0.85%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-2.06%
-4.66%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-3.03%
-10.96%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.15%
-1.46%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-4.85%
-10.52%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-1.31%
-12.90%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
1.47%
0.63%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-3.97%
-12.35%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
12.20%
2.21%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
₹14.50
8.75%
6.27%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
9.16%
2.38%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
19.01%
13.84%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
11.00%
8.28%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
18.44%
14.70%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
24.33%
16.19%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
--
8.52%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
23.12%
16.84%
Very High Risk
₹4,572.13Cr
1M 3M 6M 1Y 3Y 5Y
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -2.12%
Category Return -4.97%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return -0.29%
Category Return 0.85%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -2.06%
Category Return -4.66%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -3.03%
Category Return -10.96%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 0.15%
Category Return -1.46%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -4.85%
Category Return -10.52%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -1.31%
Category Return -12.90%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 1.47%
Category Return 0.63%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -3.97%
Category Return -12.35%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 12.20%
Category Return 2.21%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 8.75%
Category Return 6.27%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 9.16%
Category Return 2.38%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 19.01%
Category Return 13.84%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 11.00%
Category Return 8.28%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 18.44%
Category Return 14.70%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 24.33%
Category Return 16.19%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return --
Category Return 8.52%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 23.12%
Category Return 16.84%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Raj Mehta
May 26, 2021- Present
  • Schemes managed 4
  • Total AUM ₹ 96,766.22 Cr
  • Highest Return In 1 Yr 12.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-2.12%
-4.97%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.29%
0.85%
Moderately High risk
₹2,397.73Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
--
₹1,426.76
0.58%
0.45%
Low to Moderate Risk
₹2,256.94Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-3.03%
-10.96%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.15%
-1.46%
Moderately High risk
₹2,397.73Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
--
₹1,426.76
1.71%
1.40%
Low to Moderate Risk
₹2,256.94Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-1.31%
-12.90%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
1.47%
0.63%
Moderately High risk
₹2,397.73Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
--
₹1,426.76
3.43%
2.99%
Low to Moderate Risk
₹2,256.94Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
12.20%
2.21%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
₹14.50
8.75%
6.27%
Moderately High risk
₹2,397.73Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
₹1,426.76
7.04%
6.77%
Low to Moderate Risk
₹2,256.94Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
19.01%
13.84%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
11.00%
8.28%
Moderately High risk
₹2,397.73Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
--
₹1,426.76
6.31%
6.33%
Low to Moderate Risk
₹2,256.94Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
24.33%
16.19%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
--
8.52%
Moderately High risk
₹2,397.73Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
--
₹1,426.76
5.12%
5.11%
Low to Moderate Risk
₹2,256.94Cr
1M 3M 6M 1Y 3Y 5Y
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -2.12%
Category Return -4.97%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return -0.29%
Category Return 0.85%
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
Low to Moderate Risk --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94Cr
Fund Return 0.58%
Category Return 0.45%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -3.03%
Category Return -10.96%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 0.15%
Category Return -1.46%
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
Low to Moderate Risk --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94Cr
Fund Return 1.71%
Category Return 1.40%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -1.31%
Category Return -12.90%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 1.47%
Category Return 0.63%
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
Low to Moderate Risk --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94Cr
Fund Return 3.43%
Category Return 2.99%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 12.20%
Category Return 2.21%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 8.75%
Category Return 6.27%
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
Low to Moderate Risk --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94Cr
Fund Return 7.04%
Category Return 6.77%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 19.01%
Category Return 13.84%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 11.00%
Category Return 8.28%
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
Low to Moderate Risk --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94Cr
Fund Return 6.31%
Category Return 6.33%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 24.33%
Category Return 16.19%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return --
Category Return 8.52%
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
Low to Moderate Risk --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94Cr
Fund Return 5.12%
Category Return 5.11%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Raunak Onkar
May 26, 2021- Present
  • Schemes managed 3
  • Total AUM ₹ 94,509.28 Cr
  • Highest Return In 1 Yr 12.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-2.12%
-4.97%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.29%
0.85%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-2.06%
-4.66%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-3.03%
-10.96%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.15%
-1.46%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-4.85%
-10.52%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-1.31%
-12.90%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
1.47%
0.63%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-3.97%
-12.35%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
12.20%
2.21%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
₹14.50
8.75%
6.27%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
9.16%
2.38%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
19.01%
13.84%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
11.00%
8.28%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
18.44%
14.70%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
24.33%
16.19%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
--
8.52%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
23.12%
16.84%
Very High Risk
₹4,572.13Cr
1M 3M 6M 1Y 3Y 5Y
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -2.12%
Category Return -4.97%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return -0.29%
Category Return 0.85%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -2.06%
Category Return -4.66%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -3.03%
Category Return -10.96%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 0.15%
Category Return -1.46%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -4.85%
Category Return -10.52%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -1.31%
Category Return -12.90%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 1.47%
Category Return 0.63%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -3.97%
Category Return -12.35%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 12.20%
Category Return 2.21%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 8.75%
Category Return 6.27%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 9.16%
Category Return 2.38%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 19.01%
Category Return 13.84%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 11.00%
Category Return 8.28%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 18.44%
Category Return 14.70%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 24.33%
Category Return 16.19%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return --
Category Return 8.52%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 23.12%
Category Return 16.84%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Rukun Tarachandani
May 16, 2022- Present
  • Schemes managed 3
  • Total AUM ₹ 94,509.28 Cr
  • Highest Return In 1 Yr 12.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-2.12%
-4.97%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.29%
0.85%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-2.06%
-4.66%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-3.03%
-10.96%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.15%
-1.46%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-4.85%
-10.52%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-1.31%
-12.90%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
1.47%
0.63%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-3.97%
-12.35%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
12.20%
2.21%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
₹14.50
8.75%
6.27%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
9.16%
2.38%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
19.01%
13.84%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
11.00%
8.28%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
18.44%
14.70%
Very High Risk
₹4,572.13Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
24.33%
16.19%
Very High Risk
₹87,539.41Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
--
8.52%
Moderately High risk
₹2,397.73Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
23.12%
16.84%
Very High Risk
₹4,572.13Cr
1M 3M 6M 1Y 3Y 5Y
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -2.12%
Category Return -4.97%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return -0.29%
Category Return 0.85%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -2.06%
Category Return -4.66%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -3.03%
Category Return -10.96%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 0.15%
Category Return -1.46%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -4.85%
Category Return -10.52%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -1.31%
Category Return -12.90%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 1.47%
Category Return 0.63%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -3.97%
Category Return -12.35%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 12.20%
Category Return 2.21%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 8.75%
Category Return 6.27%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 9.16%
Category Return 2.38%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 19.01%
Category Return 13.84%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 11.00%
Category Return 8.28%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 18.44%
Category Return 14.70%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 24.33%
Category Return 16.19%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return --
Category Return 8.52%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 23.12%
Category Return 16.84%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mansi Kariya
Dec 22, 2023- Present
  • Schemes managed 4
  • Total AUM ₹ 96,766.22 Cr
  • Highest Return In 1 Yr 12.20 %
Other Funds
  • table
  • card
1M 3M 6M 1Y 3Y 5Y
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-2.12%
-4.97%
Very High Risk
₹87,539.41Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-2.06%
-4.66%
Very High Risk
₹4,572.13Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.29%
0.85%
Moderately High risk
₹2,397.73Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-3.03%
-10.96%
Very High Risk
₹87,539.41Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-4.85%
-10.52%
Very High Risk
₹4,572.13Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.15%
-1.46%
Moderately High risk
₹2,397.73Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-1.31%
-12.90%
Very High Risk
₹87,539.41Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-3.97%
-12.35%
Very High Risk
₹4,572.13Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
1.47%
0.63%
Moderately High risk
₹2,397.73Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
12.20%
2.21%
Very High Risk
₹87,539.41Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
9.16%
2.38%
Very High Risk
₹4,572.13Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
₹14.50
8.75%
6.27%
Moderately High risk
₹2,397.73Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
19.01%
13.84%
Very High Risk
₹87,539.41Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
18.44%
14.70%
Very High Risk
₹4,572.13Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
11.00%
8.28%
Moderately High risk
₹2,397.73Cr
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
24.33%
16.19%
Very High Risk
₹87,539.41Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
23.12%
16.84%
Very High Risk
₹4,572.13Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
--
8.52%
Moderately High risk
₹2,397.73Cr
1M 3M 6M 1Y 3Y 5Y
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -2.12%
Category Return -4.97%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -2.06%
Category Return -4.66%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return -0.29%
Category Return 0.85%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -3.03%
Category Return -10.96%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -4.85%
Category Return -10.52%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 0.15%
Category Return -1.46%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return -1.31%
Category Return -12.90%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return -3.97%
Category Return -12.35%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 1.47%
Category Return 0.63%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 12.20%
Category Return 2.21%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 9.16%
Category Return 2.38%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 8.75%
Category Return 6.27%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 19.01%
Category Return 13.84%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 18.44%
Category Return 14.70%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return 11.00%
Category Return 8.28%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
Very High Risk
  • NAV ₹84.29
  • Fund Size ₹87,539.41Cr
Fund Return 24.33%
Category Return 16.19%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
Very High Risk
  • NAV ₹30.97
  • Fund Size ₹4,572.13Cr
Fund Return 23.12%
Category Return 16.84%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
Moderately High risk --
  • NAV ₹14.50
  • Fund Size ₹2,397.73Cr
Fund Return --
Category Return 8.52%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

DETAILED PORTFOLIO

As on Feb 2025
EQUITY (12.33%)
DEBT (71.10%)
CASH (16.31%)
OTHERS (0.26%)
Allocation by Market Cap

PERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.

HISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    3.74
    This Fund
    VS
    0.56
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    0.76
    This Fund
    VS
    1.02
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    3.10
    This Fund
    VS
    0.95
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    58.13
    This Fund
    VS
    68.58
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    1.51
    This Fund
    VS
    0.47
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    3.23
    This Fund
    VS
    4.37
    Category Avg
Benchmark used in calculation : CRISIL Hybrid 85+15 - ConservativeTR INR

PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
ITI Conservative Hybrid Fund Direct Growth ITI Conservative Hybrid Fund Direct Growth
--
₹11.34
1.93%
1.61%
Moderate Risk
₹14.80 Cr
Nippon India Hybrid Bond Fund Direct Plan Growth Plan Nippon India Hybrid Bond Fund Direct Plan Growth Plan
₹60.64
0.37%
0.85%
High Risk
₹829.16 Cr
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
₹70.41
0.12%
0.85%
Moderately High risk
₹1,388.87 Cr
DSP Regular Saving Fund Direct Plan Growth DSP Regular Saving Fund Direct Plan Growth
₹62.50
0.12%
0.85%
Moderately High risk
₹164.30 Cr
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
₹33.28
0.03%
0.85%
Moderately High risk
₹266.92 Cr
ICICI Prudential Regular Savings Fund Direct Plan Growth ICICI Prudential Regular Savings Fund Direct Plan Growth
₹78.61
0.20%
0.85%
High Risk
₹3,144.05 Cr
ITI Conservative Hybrid Fund Direct Growth ITI Conservative Hybrid Fund Direct Growth
MODERATE RISK --
  • NAV ₹11.34
  • Fund Size ₹14.80 Cr
Fund Return 1.93%
Category Return 1.61%
Nippon India Hybrid Bond Fund Direct Plan Growth Plan Nippon India Hybrid Bond Fund Direct Plan Growth Plan
HIGH RISK
  • NAV ₹60.64
  • Fund Size ₹829.16 Cr
Fund Return 0.37%
Category Return -0.85%
Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth Aditya Birla Sun Life Reg Savings Fund Direct Plan Growth
MODERATELY HIGH RISK
  • NAV ₹70.41
  • Fund Size ₹1,388.87 Cr
Fund Return 0.12%
Category Return -0.85%
DSP Regular Saving Fund Direct Plan Growth DSP Regular Saving Fund Direct Plan Growth
MODERATELY HIGH RISK
  • NAV ₹62.50
  • Fund Size ₹164.30 Cr
Fund Return 0.12%
Category Return -0.85%
Axis Regular Saver Fund Direct Plan Growth Option Axis Regular Saver Fund Direct Plan Growth Option
MODERATELY HIGH RISK
  • NAV ₹33.28
  • Fund Size ₹266.92 Cr
Fund Return -0.03%
Category Return -0.85%
ICICI Prudential Regular Savings Fund Direct Plan Growth ICICI Prudential Regular Savings Fund Direct Plan Growth
HIGH RISK
  • NAV ₹78.61
  • Fund Size ₹3,144.05 Cr
Fund Return -0.20%
Category Return -0.85%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

Top funds from this amc

1M 3M 6M 1Y 3Y 5Y
  • table
  • card
Fund Name Morningstar Rating NAV Fund Return Category Return Risk Fund Size (Cr)
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
--
₹1,426.76
0.58%
0.45%
Low to Moderate Risk
₹2,256.94 Cr
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
--
₹14.50
0.29%
0.85%
Moderately High risk
₹2,397.73 Cr
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
₹30.97
-2.06%
-4.66%
Very High Risk
₹4,572.13 Cr
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
₹84.29
-2.12%
-4.97%
Very High Risk
₹87,539.41 Cr
Parag Parikh Liquid Fund Direct Growth Parag Parikh Liquid Fund Direct Growth
LOW TO MODERATE RISK --
  • NAV ₹1,426.76
  • Fund Size ₹2,256.94 Cr
Fund Return 0.58%
Category Return 0.45%
Parag Parikh Conservative Hybrid Fund Direct Growth Parag Parikh Conservative Hybrid Fund Direct Growth
MODERATELY HIGH RISK --
  • NAV ₹14.50
  • Fund Size ₹2,397.73 Cr
Fund Return -0.29%
Category Return 0.85%
Parag Parikh Tax Saver Fund Direct Growth Parag Parikh Tax Saver Fund Direct Growth
VERY HIGH RISK
  • NAV ₹30.97
  • Fund Size ₹4,572.13 Cr
Fund Return -2.06%
Category Return -4.66%
Parag Parikh Flexi Cap Direct Growth Parag Parikh Flexi Cap Direct Growth
VERY HIGH RISK
  • NAV ₹84.29
  • Fund Size ₹87,539.41 Cr
Fund Return -2.12%
Category Return -4.97%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

ABOUT THE AMC

PPFAS Asset Management Pvt. Ltd
PPFAS Asset Management Pvt. Ltd manages assets worth ₹ 99,499.34 crores. It’s current offering of mutual fund schemes includes 2 equity, 2 hybrid schemes.
Phone
+91 22 61406555
Email
swapnil@ppfas.com
AUM
₹ 99,499.34 Cr (
As on Jan 2025
)
Address
Great Western Building, 1st Floor, ,Mumbai ,400 001

FAQ’S

What is the category of Parag Parikh Conservative Hybrid Fund Direct Growth ?
The category of Parag Parikh Conservative Hybrid Fund Direct Growth is Allocation - Conservative Allocation
What is the current NAV of Parag Parikh Conservative Hybrid Fund Direct Growth ?
The current NAV of Parag Parikh Conservative Hybrid Fund Direct Growth (as on Feb 25, 2025) is ₹ 14.50
How safe is Parag Parikh Conservative Hybrid Fund Direct Growth?
The risk level of Parag Parikh Conservative Hybrid Fund Direct Growth is Moderately High .
What are short term returns given by Parag Parikh Conservative Hybrid Fund Direct Growth?
The return given by Parag Parikh Conservative Hybrid Fund Direct Growth in 1 month is 0.29%, 3 months is 0.15%, 6 months is 1.47%, and 1 year is 8.75%.
What are the long term returns given by Parag Parikh Conservative Hybrid Fund Direct Growth?
The return given by Parag Parikh Conservative Hybrid Fund Direct Growth in 3 years is 11.00% and 5 years is --.
What is the expense ratio of Parag Parikh Conservative Hybrid Fund Direct Growth?
The expense ratio of Parag Parikh Conservative Hybrid Fund Direct Growth is 0.33 %
What is the AUM of Parag Parikh Conservative Hybrid Fund Direct Growth
The assets under Management (AUM) of Parag Parikh Conservative Hybrid Fund Direct Growth is Rs 2,397.73 crores.
What is the minimum investment in Parag Parikh Conservative Hybrid Fund Direct Growth?
The minimum Lumpsum investment in Parag Parikh Conservative Hybrid Fund Direct Growth is ₹5000 and the minimum SIP investment in Parag Parikh Conservative Hybrid Fund Direct Growth is ₹1000
What is the asset allocation of Parag Parikh Conservative Hybrid Fund Direct Growth?
The Parag Parikh Conservative Hybrid Fund Direct Growth has an exposure of 12.33% in Equity, 71.10% in Debt and 16.31% in Cash & Money Market Securities

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