Parag Parikh Conservative Hybrid Fund is an open-ended hybrid scheme investing predominantly in debt
instruments.
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 achieved and
the Scheme does not assure or guarantee any returns.
The key advantage of PPCHF is:
It is a credible 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.
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)
Note : Please refer to the Scheme Information Document (SID) for more details on Asset Allocation of
Scheme.
Parag Parikh Conservative Hybrid Fund
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.
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*Investors should consult their financial advisers if in doubt about whether the product is suitable
for them.
Riskometers as on May 31, 2026