Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Reinvest Direct Plan
SIP amount
Min. ₹1,000
Lumpsum amount
Min. ₹5,000

Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Reinvest Direct Plan

NAV
₹10.7624
-0.19%
(19 Apr)
AUM
1,889 Cr
TER
0.35%
Risk
Moderately High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+14.3%
+14.3%
+14.3%
+14.3%
+11.2%
+5.3%
3Y
+14.8%
+14.8%
+14.8%
+14.8%
+8.5%
NA
5Y
+9.2%
+9.2%
+9.1%
+9.1%
+7.7%
NA
ALL
+6.6%
+6.6%
+7.6%
+7.6%
+7.7%
+2.6%
VOL
5.7%
5.7%
7.0%
7.0%
-
4.2%
TER
1.3%
1.3%
1.3%
1.3%
-
0.3%
AUM
₹71 Cr
₹71 Cr
₹71 Cr
₹71 Cr
-
₹1,889 Cr
INFO
1.15
1.15
1.09
1.09
-
0.63
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Parag Parikh Conservative Hybrid Monthly Income Distribution Cum Capital Withdrawal IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Brookfield India Real Estate Trust
3.8%
Embassy Office Parks Reit
3.0%
Punjab National Bank
2.5%
Petronet LNG Ltd
2.3%
Power Grid Corp Of India Ltd
2.3%
Bajaj Auto Ltd
2.2%
ITC Ltd
2.1%
Coal India Ltd
2.0%
08.08 Tn SDL 2028
1.9%
07.83 MH Sdl 2030
1.9%
Top industry exposure
Energy
4.4%
Consumer Cyclical
3.3%
Utilities
3.2%
Consumer Defensive
2.1%
Basic Materials
1.2%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
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.
Fund manager(s)
Raj Mehta
Rajeev Thakkar
Raunak Onkar
Rukun Tarachandani
Mansi Kariya

FAQs