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PPFAS Mutual FundConservative HybridDirect plan, growth

Parag Parikh Conservative Hybrid Fund

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NAV
₹15.85
—30 Oct 2026
AUM (₹ Cr)
3,475
Average, July - September 2026
Expense ratio
0.32%
Regular 0.67%
Risk
Moderately High
SEBI riskometer
3Y CAGR
8.7%+1.7%
Benchmark 7.0%
5Y CAGR
8.8%+2.7%
Benchmark 6.1%
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Parag Parikh Conservative Hybrid Fund

Rank in category

#1 of 19 Conservative Hybrid funds on its 1-, 3- and 5-year returns together.

Compare all 20
Fund
Parag ParikhParag Parikh Conservative Hybrid Fund#1#41.8%#28.7%#28.8%
Nippon India (Existing number of Segregated Portfolios - 1)Nippon India Conservative Hybrid Fund (Existing number of Segregated Portfolios - 1)#2#14.8%#58.4%#48.0%
Aditya Birla Sun Life Active FOFAditya Birla Sun Life Conservative Hybrid Active FOF#3#81.4%#19.1%#38.3%
SBISBI Conservative Hybrid Fund#4#32.0%#108.0%#57.9%
ICICI PrudentialICICI Prudential Conservative Hybrid Fund#5#101.0%#48.5%#67.9%
Aditya Birla Sun LifeAditya Birla Sun Life Conservative Hybrid Fund#6#61.7%#68.4%#87.7%
DSPDSP Conservative Hybrid Fund#7#51.8%#88.2%#97.4%
Bank of IndiaBank of India Conservative Hybrid Fund#8#91.2%#186.4%#19.4%
HSBCHSBC Conservative Hybrid Fund#9#130.6%#38.6%#117.1%
KotakKotak Conservative Hybrid Fund#10#140.2%#78.4%#77.9%
BandhanBandhan Conservative Hybrid Fund#11#71.5%#117.6%#175.6%
Franklin IndiaFranklin India Conservative Hybrid Fund#12#150.1%#127.6%#126.9%
Canara RobecoCanara Robeco Conservative Hybrid Fund#13#120.7%#147.4%#136.7%
HDFCHDFC Conservative Hybrid Fund#14#16-0.1%#157.2%#107.4%
UTIUTI Conservative Hybrid Fund#15#19-0.9%#137.5%#146.7%
LIC MFLIC MF Conservative Hybrid Fund#16#110.9%#196.2%#185.1%
Bandhan Passive FOFBandhan Conservative Hybrid Passive FOF#17#18-0.5%#166.9%#156.1%
AxisAxis Conservative Hybrid Fund#18#17-0.1%#176.5%#165.7%
Sundaram (Formerly Known as Sundaram Debt Oriented Hybrid)Sundaram Conservative Hybrid Fund (Formerly Known as Sundaram Debt Oriented Hybrid Fund)#19#20-1.4%#205.4%#185.1%
Baroda Bnp ParibasBaroda Bnp Paribas Conservative Hybrid Fund—#22.4%#98.2%—

Ranked on 1Y, 3Y and 5Y together. 19 of 20 funds have a rank here; it needs a 5-year record. Direct plan, growth option. Click a column to rank by it.

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily NAVs. Risk-free rate 6.5% a year.

Standard deviation
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Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
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Beta
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Alpha
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R²
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Information ratio
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Upside capture
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Downside capture
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Tracking error
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Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
Fund-1.3%-1.9%+0.3%+1.6%+1.8%+8.7%+8.8%—+8.9%
CRISIL Hybrid 85+15 - Conservative Index————0.7%7.0%6.1%—6.3%
Conservative Hybrid average-0.5%-1.6%0.8%0.4%1.0%7.7%7.1%7.6%8.6%
Difference————+1.1%+1.7%+2.7%—+2.6%

Portfolio

Fund details

Fund house
PPFAS Mutual Fund
Category
Hybrid · Conservative Hybrid
SEBI classification
Hybrid / Conservative Hyrbid
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Launch date
28 May 2021 (5.4 years)
Structure
Open Ended
Plans and options
Direct Growth, Regular Growth
Fund manager
Rajeev Thakkar
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000 (then ₹1,000)
Exit load
1.00%
Lock-in
None
Riskometer
Moderately High (benchmark Moderately High)
Expense ratio as of
29 Oct 2026
AUM period
July - September 2026
ISIN, Direct Growth
INF879O01175
ISIN, Regular Growth
INF879O01209
Scheme code
148958, 148959

NAV and returns as of 30 Oct 2026; returns are for the direct plan, growth option, before entry or exit costs. Not investment advice.

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