Parag Parikh Conservative Hybrid Fund Direct-Growth
Hybrid: Conservative Hybrid - Growth (Open ended) Factsheet
SEBI Riskometer: Moderately HighCategory: Hybrid: Conservative HybridBenchmark: CRISIL Hybrid 85+15 Conservative IndexCheck Portfolio Overlap →
NAV: ₹16.16+0.11%
07 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Parag Parikh Conservative Hybrid Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 09 Jun, 2022 - 07 Sep, 2026 | 02 Jul, 2024 - 07 Sep, 2026 | 23 Jul, 2026 - 07 Sep, 2026 | - |
| Average returns | 10.70% | 11.83% | 9.99% | - |
| Standard deviation | 4.43% | 0.56% | 0.06% | - |
| Best returns | 20.39% 1 year ending on 02 Sep, 2024 | 13.26% 3 years ending on 21 Jul, 2025 | 10.08% 5 years ending on 13 Aug, 2026 | - |
| Worst returns | 3.24% 1 year ending on 03 Jun, 2026 | 10.63% 3 years ending on 08 Jun, 2026 | 9.84% 5 years ending on 06 Aug, 2026 | - |
| Period with positive return | 100.00% | 100.00% | 100.00% | - |
| Period with return > 5% | 96.02% | 100.00% | 100.00% | - |
| Period with return > 10% | 44.23% | 100.00% | 43.75% | - |
| Period with return > 15% | 21.92% | 0.00% | 0.00% | - |
| Beat % Category | 94.67% | 100.00% | 100.00% | - |
| Beat % Benchmark | 52.47% | 27.26% | 50.00% | - |
Trailing Returns
Point-to-point returns of Parag Parikh Conservative Hybrid Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
3.6%
1.3%
-8.1%
YTD
-0.3%
-0.5%
-3.2%
1 M
2.0%
2.3%
-1.9%
6 M
5.9%
3.6%
-5.0%
1 Y
9.6%
8.2%
7.7%
3 Y
9.6%
7.8%
7.8%
5 Y
8.1%
11.7%
10 Y
Fund
Hybrid: Conservative Hybrid
CRISIL Hybrid 85+15 Conservative Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.59% | -0.28% | 1.97% | 5.93% | 9.60% | 9.55% | - | 9.50% |
| Hybrid: Conservative Hybrid | 1.33% | -0.54% | 2.26% | 3.58% | 8.23% | 7.80% | 8.13% | - |
| CRISIL Hybrid 85+15 Conservative Index | -8.14% | -3.18% | -1.95% | -4.99% | 7.68% | 7.77% | 11.65% | - |
| Rank in category | 7 | 11 | 21 | 4 | 3 | 3 | - | - |
| Funds in category | 28 | 28 | 28 | 28 | 28 | 28 | 22 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Parag Parikh Conservative Hybrid Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Parag Parikh Conservative Hybrid Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of Parag Parikh Conservative Hybrid Fund Direct-Growth?
Parag Parikh Conservative Hybrid Fund Direct-Growth has delivered a 1-year return of 5.93% as of 6 Sep 2026. During the same period, its benchmark CRISIL Hybrid 85+15 Conservative Index returned -4.99%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Parag Parikh Conservative Hybrid Fund Direct-Growth?
Parag Parikh Conservative Hybrid Fund Direct-Growth has delivered a 3-year CAGR of 9.60% as of 6 Sep 2026. Its benchmark CRISIL Hybrid 85+15 Conservative Index returned 7.68% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Parag Parikh Conservative Hybrid Fund Direct-Growth?
Parag Parikh Conservative Hybrid Fund Direct-Growth has delivered a 5-year CAGR of 9.55% as of 6 Sep 2026. Its benchmark CRISIL Hybrid 85+15 Conservative Index returned 7.77% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Parag Parikh Conservative Hybrid Fund Direct-Growth since inception?
Since its launch on 28 May 2021, Parag Parikh Conservative Hybrid Fund Direct-Growth has delivered a CAGR of 9.50%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Parag Parikh Conservative Hybrid Fund Direct-Growth performed vs its category over the long term?
Over the long term, Parag Parikh Conservative Hybrid Fund Direct-Growth has ranked 3 out of 28 funds in the Hybrid: Conservative Hybrid category on a 3-year basis, and 3 out of 28 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Parag Parikh Conservative Hybrid Fund Direct-Growth?
The Sharpe ratio of Parag Parikh Conservative Hybrid Fund Direct-Growth is 1.16 (as of 6 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Parag Parikh Conservative Hybrid Fund Direct-Growth?
The alpha of Parag Parikh Conservative Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Parag Parikh Conservative Hybrid Fund Direct-Growth?
The beta of Parag Parikh Conservative Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Parag Parikh Conservative Hybrid Fund Direct-Growth?
The average 1-year and 3-year rolling returns of Parag Parikh Conservative Hybrid Fund Direct-Growth is 10.70% and 11.83% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.