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Parag Parikh
Conservative Hybrid Fund

An open-ended hybrid scheme investing predominantly in debt instruments

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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.

However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.


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

Note: Please refer to the Scheme Information Document for detailed Asset allocation.


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

Mr. Rukun Tarachandani

Equity Fund Manager

Ms. Mansi Kariya

Co-Fund Manager Debt and Credit Research Analyst
Scheme Information Document
[SID] Key Information Memorandum
[KIM]
Scheme Flyer


Parag Parikh Conservative Hybrid Fund

An open-ended hybrid scheme investing predominantly in debt instruments.

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.

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© 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]