3 Year return

0
Launched on May 2021 (3 years)

Investment Details

₹1000

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Moderately High Risk

Scheme Information

Asset Under Management

₹1794.87 Cr.

Expense Ratio

0.34% (inclusive of GST)

Exit Load

In respect of each purchase/ switch-in of Units, 10% of the units (the limit) may be redeemedn 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% 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 / swtched-out after 1 year from the date of allotment.

Ratings

0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

PPFAS Mutual Fund Managers

RT

Rajeev Thakkar

Fund Manager since Apr 2022

Fund House Details

PPFAS Mutual Fund Asset management company

AUM ₹53,017.75 Cr.
No. of Schemes 12
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by PPFAS Mutual Fund

List of mutual fund schemes by AMC

About Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment

Parag Parikh Conservative Hybrid Fund, managed by PPFAS Mutual Fund, falls within the conservative hybrid funds category, providing a balanced approach between equity and debt investments. This direct plan features the Monthly IDCW Reinvestment scheme, ensuring monthly dividends are reinvested for potential compounding. The fund has an expense ratio that is much lower than the category average.

Investment Objective of the Scheme

The scheme's primary objective is to offer investors a balanced investment avenue with the potential for capital appreciation and regular income. Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment aims to achieve this by investing primarily in debt securities, especially government debt, and in some stocks as well. The fund focuses on lowering risk and maintaining a moderate rate of return.

Key Features of The Fund

5-year return NA
Expense Ratio 0.34%
Fund Manager Rajeev Thakkar
Fund Size ₹1794.87 Cr
Risk Profile Moderately High

Is This Scheme Right for Me?

If you're seeking a balanced approach between capital appreciation based on monthly dividend reinvestment for potential compounding, Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment could be suitable. This fund aligns with individuals aiming for both growth potential. Keep in mind that the equity component adds a degree of risk. Assess your investment goals and risk tolerance before considering this fund. Consulting financial experts can provide personalised guidance for well-informed decisions.

AMC Contact Details

Name PPFAS Mutual Fund
Launch Date 1983
Addresss 81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, Nariman Point, Mumbai - 400 021
Contact 1800266779091 22 6140 6555
Email mf@ppfas.com
Website https://amc.ppfas.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

FAQs

What is today's NAV of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment Mar 04 2024 is 10.778

What is the AUM of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment is 1794.87 crore.

What is the expense ratio of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment is 0.34%

What are the returns of Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment since inception?

The Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment was launched on May 07 2021. The fund has delivered a CAGR of 10.57 since inception.

What is the minimum SIP amount to invest in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment is 1000.

How do I invest in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.