Parag Parikh Conservative Hybrid Fund - Direct Plan - Monthly IDCW
PPFAS Mutual Fund Hybrid Conservative Hybrid Fund
Expense Ratio
0.34%
AUM
₹17.99 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
Moderate
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-3.64%
Poor
6 Months
-0.61%
Poor
1 Year
+2.37%
Poor
3 Years
+2.91%
Poor
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 18 quarters
AUM Metrics
Key indicators
Current AUM
₹17.99 Cr
Recent Trend
Growing
Stability Score
30.8
Growth Assessment
Excellent Growth
Growth Performance
Historical returns
1Y
Annual Growth
+76.24%
3Y
3Y CAGR
+317.98%
5Y
5Y CAGR
N/A
Growth Assessment: Excellent Growth
• Strong investor confidence with high inflows
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
4.00%
Annualized standard deviation
Sharpe Ratio
-0.925
Very Poor - Risk-adjusted return
Max Drawdown
-5.00%
Low - Worst decline
Consistency
62.2%
Performance consistency
Volatility Breakdown
Daily Volatility
0.25%
Average daily price movement
Annualized Volatility
4.00%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance