• Mutual Funds
  • Parag Parikh Mutual Fund
  • Parag Parikh Dynamic Asset Allocation Fund (Growth)
Parag Parikh Mutual Fund

Parag Parikh Dynamic Asset Allocation Fund (Growth)

HybridDynamic Asset Allocation Or Balanced Advantage

10.1177

NAV (Apr 19)

1.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.1177

NAV (Apr 19)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
1.2%
6 Month CAGR
NA

Scheme Information

Investment Objective

The investment objective of the Scheme is to generate income/longterm capital appreciation by investing in equity,equity derivatives,fixed income instruments. The allocation between equity instruments and fixed income will be managed dynamically so as to provide investors with long term capital appreciation while managing downside risk. However,there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns.

Expense Ratio
0.62
Launched (0y ago)
Feb 20, 2024
AUM in Crores
345.856
ISIN
INF879O01233
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 50+50 - Moderate TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
7.42
Fund Managers

Raj Mehta

Fund Manager

Rajeev Thakkar

Fund Manager

Raunak Onkar

Fund Manager

Rukun Tarachandani

Fund Manager

Mansi Kariya

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Parag Parikh Dynamic Asset Allocation Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-04-19

Top Stock Holdings

cash offset for derivatives

22.5%
22.5%

clearing corporation of india ltd

10.2%
10.2%

07.49 mh sdl 2030

5.8%
5.8%

telangana (government of) 7.45%

4.3%
4.3%

reliance industries ltd

3.7%
3.7%
See all holdings

Allocation by Sector

energy

10.8%
10.8%

financial services

8%
8%

consumer defensive

5.3%
5.3%

utilities

2.9%
2.9%

communication services

2.7%
2.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,737 cr

₹ 33,502 cr

₹ 8,943 cr

₹ 3,102 cr

₹ 3,417 cr

amc-img

About the AMC

PPFAS Asset Management Pvt. Ltd

PPFAS Asset Management Pvt. Ltd manages assets worth 68,453 crores and was set up on 8 August 2011. It's current offering of mutual fund schemes includes 2 equity,5 debt and 3 hybrid funds.amc-img
phone-img022-61406555
Fund NameScripbox Opinion
Till Date CAGR
Parag Parikh Flexi Cap fund (G)
Parag Parikh Flexi Cap fund (G)

21.3%

19.5%

5.2%

5%

21.8%

22.7%

0.1%

0.1%

-

0%

Parag Parikh Dynamic Asset Allocation Fund (G) Review

Parag Parikh Dynamic Asset Allocation Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid fund and has delivered an annualised return of 1.2% over a period of 0 years. The fund is managed by PPFAS Asset Management Pvt. Ltd. The fund managers are Mansi Kariya, Rajeev Thakkar, Raj Mehta, Raunak Onkar, Rukun Tarachandani.

Nav of Parag Parikh Dynamic Asset Allocation Fund (G) as of 4/19/2024 is ₹10.12 with the total AUM as of 4/21/2024 is ₹345.856. With Scripbox you can compare and check the latest nav for all mutual funds in India. Parag Parikh Dynamic Asset Allocation Fund (G) was launched on Feb 20, 2024. The category risk of the fund is Moderate Risk.

The minimum SIP amount for Parag Parikh Dynamic Asset Allocation Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is Parag Parikh Dynamic Asset Allocation Fund (G)?

Parag Parikh Dynamic Asset Allocation Fund (G) is a Dynamic Asset Allocation Or Balanced Advantage Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Parag Parikh Dynamic Asset Allocation Fund (G)?

You can invest in Parag Parikh Dynamic Asset Allocation Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Parag Parikh Dynamic Asset Allocation Fund (G)?

The minimum sip amount for Parag Parikh Dynamic Asset Allocation Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Parag Parikh Dynamic Asset Allocation Fund (G) good to invest in?

As per Scripbox experts, Parag Parikh Dynamic Asset Allocation Fund (G) is a Not Reviewed Yet fund. You can investParag Parikh Dynamic Asset Allocation Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Parag Parikh Dynamic Asset Allocation Fund (G)?

The expense ratio of the Parag Parikh Dynamic Asset Allocation Fund (G) is 0.62% for regular plan.