Parag Parikh Dynamic Asset Allocation Fund: Should you invest in it?

NFO period

The fund was launched on February 20, 2024, and will remain open for subscription till February 22, 2024

Fund’s objective

It aims to generate income and long-term capital appreciation by investing in equity, equity derivatives and fixed-income securities

How will the fund invest?

It will predominantly invest in debt and maintain an equity allocation between 35 and 65%

Does the fund offer indexation benefits?

Yes. Although it’s a dynamic asset allocation scheme, the fund’s greater allocation to debt will provide investors with indexation benefits

Who are the fund managers?

Rajeev Thakkar, the chief investment officer, will be helming the scheme, along with Raunak Onkar, Rukun Tarachandani, Raj Mehta and Mansi Kariya

Our view

With its static equity allocation, this fund is a suitable investment option for risk-averse investors. However, it’s best to wait and see how it performs before investing.

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