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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Parag Parikh Conservative Hybrid Fund - Regular Plan
|
Moderately High
|
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0.64 |
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|
High
|
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1.54 |
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|
High
|
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1.71 |
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|
Moderately High
|
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1.75 |
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|
Moderately High
|
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1.83 |
₹3,354 Cr
1.00 (365)
5,000
1,000
1,000
6
About Parag Parikh Conservative Hybrid Fund - Regular Plan
Parag Parikh Conservative Hybrid Fund - Regular Plan is a hybrid mutual fund scheme of PPFAS Mutual Fund. Launched on May 26, 2021, it is currently managed by Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Tejas Soman and Mansi Kariya. The fund has an expense ratio of 0.64% with an overall AUM (Assets Under Management) of ₹3,354 Cr.
Parag Parikh Conservative Hybrid Fund - Regular Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
The scheme seeks 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.
Suitability
Conservative Hybrid funds are suitable for investors:
Note:
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Parag Parikh Conservative Hybrid Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Parag Parikh Conservative Hybrid Fund - Regular Plan can be bought from the PPFAS Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of Parag Parikh Conservative Hybrid Fund - Regular Plan, is ₹15.5700 as of 19-Mar-2026.
| Company | Percentage of Portfolio |
|---|---|
|
Brookfield REIT |
5.12
|
|
Embassy Office |
4.55
|
|
Uttar Pradesh State SDL 7.08 17/02/2031 |
4.49
|
|
Karnataka State SDL 7.08 12/02/2031 |
4.20
|
|
Maharashtra State SDL 7.72 01/03/2031 |
3.85
|
Over the past five years, Parag Parikh Conservative Hybrid Fund - Regular Plan has delivered an annualised return of --% as of 19-Mar-2026.
The minimum investment required to start investing in Parag Parikh Conservative Hybrid Fund - Regular Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.