3 Year return
10.03%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹1940.54 Cr.
Expense Ratio
0.33% (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.
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
PPFAS Mutual Fund Managers
RT
Rajeev Thakkar
Fund Manager since Feb 2024
Fund House Details
PPFAS Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Kotak Debt Hybrid Monthly Payout of IDCW Direct Payout |
11.28% |
4.5 |
SBI Conservative Hybrid Fund Direct Plan Quarterly IDCW Payout |
10.88% |
4.5 |
SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout |
10.88% |
4.5 |
Schemes by PPFAS Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund Direct Plan Growth
Hybrid . Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Payout
Hybrid . Conservative Hybrid Fund
Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment
Hybrid . Arbitrage Fund
Parag Parikh Arbitrage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Parag Parikh Dynamic Asset Allocation Fund Direct Plan Growth
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 | 0.33% |
Fund Manager | Rajeev Thakkar |
Fund Size | ₹1940.54 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 |
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.
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FAQs
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How do I invest in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- 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.
- Proceed by clicking the pay button and choosing your mode of payment.
- 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?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Parag Parikh Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- 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?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.