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Parag Parikh
Conservative Hybrid Fund

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NFO Closes: 21st May, 2021
REITs & InvITs / Equity / Debt REITs & InvITs / Equity / Debt

Investment Objective:


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.


There is no assurance that the investment objective of the Scheme will be realized and the scheme does not assure or guarantee any returns.


The key advantage of PPCHF is:

It is a credible and tax-efficient alternative to certain fixed income instruments (like bank fixed deposits), offering the scope to earn income along with the prospect of growth in Net Asset Value (NAV) when held for a reasonably long period.

Asset Allocation:


Type of Instruments Normal Allocation
(% of Net Assets)
Risk Profile
Debt securities (including securitized
debt) & Money Market instruments
75-90 Low to Medium
Equities & Equity related instruments 10-25 Medium to High
Units issued by REITs and InviTs 0-10 Medium to High


Key Features of our Investment Strategy:


Fixed Income Investments

A relatively wide mandate permits us to include both, ‘accrual’ and ‘duration’ related instruments in our portfolio. These include Sovereign, State Government, PSU and corporate securities across all maturities.

Equity Investments

  • Preference for stocks with strong cash flows (higher dividend payout/buybacks)
  • Focus on choosing stocks possessing a 'margin-of-safety'
  • Avail of 'special situations' whenever they arise.

REITs & InvITs

  • Strive to fight inflation via annual rental increments.
  • Possibility of growth in investment value due to increase in Net Asset Value (NAV)


Investment Team Details:


Mr. Rajeev Thakkar

Chief Investment Officer and Equity Fund Manager

Mr. Raunak Onkar

Equity Fund Manager

Mr. Raj Mehta

Debt Fund Manager



Parag Parikh Conservative Hybrid Fund - Riskometer

This product is suitable for investors who are seeking*

  • To generate regular income through investments predominantly in debt and money market instruments.
  • Long term capital appreciation from the portion of equity investments under the scheme.

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Riskometer

Note: The product labelling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.


© 2021 PPFAS Asset Management Private Limited. All rights reserved.
Sponsor: Parag Parikh Financial Advisory Services Limited. [CIN: U67190MH1992PLC068970], Trustee: PPFAS Trustee Company Private Limited. [CIN: U65100MH2011PTC221203], Investment Manager (AMC): PPFAS Asset Management Private Limited. [CIN: U65100MH2011PTC220623]