Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Over 5 years it returned 8.4% a year.
- Volatility over 3 years was 2.8% a year, with a Sharpe ratio of 0.74.
- Its biggest fall from a peak was 2.4% (6 Apr 2022 to 17 Jun 2022).
- Across all 3-year periods since launch, yearly returns ranged from 8.6% to 12.6% and were positive 100% of the time.
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| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.11% | -0.67% | -0.92% | +0.77% | +2.05% | +2.50% | +4.65% | +8.54% | +8.41% | — | — | +8.74% |
Point-to-point NAV returns as on 15 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Conservative Hybrid Funds. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| This fund | +2.05% | +7.43% | +12.49% | +13.69% | +7.55% |
January to December each year; the current year is to date.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 2.76% | 2.98% |
| Sharpe ratio ? | 0.74 | 0.64 |
| Sortino ratio ? | 1.03 | 0.91 |
| Maximum drawdown | -2.24% | -2.38% |
Rolling 3-year returns (yearly)
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
SIP returns: ₹10,000 every month
| SIP for | Invested | Value today | Gain | XIRR |
|---|---|---|---|---|
| 1Y | ₹1,20,000 | ₹1,20,947 | ₹947 | +1.46% |
| 3Y | ₹3,60,000 | ₹3,91,467 | ₹31,467 | +5.51% |
| 5Y | ₹6,00,000 | ₹7,33,225 | ₹1,33,225 | +7.95% |
A ₹10,000 instalment on the same date every month, valued at the latest NAV. XIRR is the yearly return on those dated instalments. Try the SIP calculator.
Compare with all Conservative Hybrid Funds (18)
Sorted by 3-year return; tap a heading to sort. Sorting by past returns is a way to explore data, not a ranking of which fund to choose. 3Y and 5Y are yearly (CAGR).
Scheme details
- Fund house
- PPFAS Mutual Fund
- Category
- Conservative Hybrid Funds · Hybrid
- Plan / option
- Regular · Growth
- AMFI scheme code
- 148959
- ISIN
- INF879O01209
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Conservative Hybrid Funds
Conservative Hybrid Funds invest 75–90% in debt and 10–25% in equity, aiming for steadier returns with a small equity component.
Generally used by conservative investors with a horizon of 2–3+ years.
Other plans of this scheme
Questions about this scheme
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