Important Points related to the Parag Parikh Conservative Hybrid Fund | PPFAS Conservative Hybrid Fund Review
Parag Parikh Conservative Hybrid Fund is a type of mutual fund that invests in a combination of equity and debt securities. Here are some important points related to the fund:
Investment Objective: The main objective of the fund is to generate income and capital appreciation by investing in a mix of equity and debt instruments.
Asset Allocation: The fund primarily invests in debt instruments and a small portion in equity to maintain a balanced portfolio.
Risk Profile: As the fund invests in both equity and debt instruments, it has a relatively lower risk profile compared to pure equity funds.
Suitability: The fund is suitable for investors with a conservative risk appetite, seeking a balanced portfolio for their investment.
Diversification: The fund helps investors to diversify their portfolio, as the investment is spread across different asset classes, reducing the overall risk.
Fund Manager: The fund is managed by a professional fund manager who has experience and expertise in managing such funds.
Liquidity: The fund offers liquidity as it can be redeemed at any time, subject to the fund's redemption policies.
Returns: The returns from the fund are dependent on the performance of the equity and debt markets, as well as the fund manager's investment strategy.
Please note that these points are for general information purposes and do not constitute any investment advice. Before investing in any fund, it's important to consider your investment goals, risk tolerance, and to read the fund's offering document.
Here are some important points related to the Parag Parikh Conservative Hybrid Fund [1][2]:
- The fund has 76.54% investment in Debt [3], of which 64.03% is in Government securities, and 12.51% is in Low-Risk securities [3].
- The fund has an AUM of Rs. 292 Crores.
- The monthly expense ratio is 0.33%, inclusive of GST [4].
- For units in excess of 10% of the investment,1% will be charged for redemption within 365 days [5].
- The expense ratio of the Parag Parikh Conservative Hybrid Fund is one of the lowest in the category despite being a new fund [1][2].