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HYBRID•CONSERVATIVE HYBRID FUND

Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment

3 Year return

11.11%
NAV on December 15, 2025
11.1244
1D Returns
+0.01%
Launched on May 2021(4 years)

Investment Details

₹1000
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
19.14%₹689
Total Value ₹4,289

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹3,167.68 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

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Tax on gains as per your income tax bracket

PPFAS Mutual Fund Manager

MK

Mansi Kariya

Fund Manager since Dec 2023

RT

Rajeev Thakkar

Fund Manager since May 2013

RM

Raj Mehta

Fund Manager since Jan 2016

RO

Raunak Onkar

Fund Manager since May 2013

RT

Rukun Tarachandani

Fund Manager since May 2022

TS

Tejas Soman

Fund Manager since Dec 2024

Fund House Details

PPFAS Mutual Fund

PPFAS Mutual Fund

Asset management company

AUM
₹1,32,180.62 Cr.
No. of Schemes
14
Setup Date
1983

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Bank of India Conservative Hybrid Fund7.8068%
4
Kotak Debt Hybrid10.9669%
4.5
Aditya Birla Sun Life Regular Savings Fund / Payment9.7895%
4.5

Schemes by PPFAS Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
PPFAS Mutual Fund logo

Hybrid . Arbitrage Fund

Parag Parikh Arbitrage Fund Direct Plan Growth
0%
PPFAS Mutual Fund logo

Hybrid . Conservative Hybrid Fund

Parag Parikh Conservative Hybrid Fund Direct Plan Growth
11.4592%
PPFAS Mutual Fund logo

Hybrid . Conservative Hybrid Fund

Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Payout
11.1073%
PPFAS Mutual Fund logo

Hybrid . Conservative Hybrid Fund

Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment
11.1073%
PPFAS Mutual Fund logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Parag Parikh Dynamic Asset Allocation Fund Direct Plan Growth
0%

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
0%
Expense Ratio
0.34%
Fund Manager
Mansi Kariya
Fund Size
₹3167.68 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

NamePPFAS Mutual Fund
Launch DateJanuary 1983
Address81/82, 8th Floor, Sakhar Bhavan, Ramnath Goenka Marg, 230, Nariman Point, Mumbai - 400 021
Contact1800266779091 22 6140 6555
Emailmf@ppfas.com
Websitehttps://amc.ppfas.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

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 null on December 15, 2025, is ₹11.1244
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 null, is ₹3167.68 crore.
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 null is 0.34%
The null was launched on May 07, 2021. The fund has delivered a CAGR of undefined since inception.
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 null is ₹undefined.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,289 in 3Y at 11.1073% returns
SIP Date1st of every month

Your next SIP Payment will be on 15 January 2026

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