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Parag Parikh Conservative Hybrid Fund Direct growth
Hybrid • Conservative • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct growth
Launched On
26 May 2021
4.4 years ago
Lock-in Period
No lock-in
NAV
as of 24 Oct 2025
₹15.56
+0.0373% (0.10)
AUM
₹3,028 Cr
Expense ratio
0.34%
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Market capital
Debt73.87%
Equity19.65%
Cash6.48%
What's in this fund?
Credit Rating
Sectors
Holdings
Real Estate
Energy
Consumer Defensive
Utilities
Financial Services
Fund House
PPFAS
Inc: 24 May 2013 • Total AUM: ₹1,31,935 Cr • Rank #14PPFAS Mutual Fund, started in 2013, has Parag Parikh Securities as its sponsors. The fund house is headed by Neil Parag Parikh as the CEO. As of 31 March 2024, it has an AUM of ₹64,296 Cr.
Fund Managers
Raj Mehta
Experience: 9.73 yrs • Total AUM: 2,78,292 Cr
Rajeev Thakkar
Experience: 12.41 yrs • Total AUM: 2,78,292 Cr
Raunak Onkar
Experience: 12.41 yrs • Total AUM: 2,78,292 Cr
Rukun Tarachandani
Experience: 3.43 yrs • Total AUM: 2,78,292 Cr
Tejas Soman
Experience: 1.99 yrs • Total AUM: 3,16,961 Cr
Mansi Kariya
Experience: 1.83 yrs • Total AUM: 3,01,983 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.