Parag Parikh Conservative Hybrid Fund
Direct · Growth ₹16.00
18 Jun 2026
NAV
11.6%
3Y CAGR
9.5%
5Y CAGR
10.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
33.08
Sharpe
-2.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.49 L | 10.3% | 1.8% | 21.6% |
| 3 Years | ₹36.00 L | ₹42.86 L | 11.8% | 7.2% | 14.6% |
| 5 Years | ₹60.00 L | ₹75.45 L | 9.4% | 9.0% | 9.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.3% | 9.7% |
| 3 Years | 11.8% | 9.2% |
| 5 Years | 9.4% | 8.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.6% | 9.4% | 3.1% | 19.8% | 0.95 | 6.93 | 100% | — | — |
| 3 Years | 11.6% | 11.6% | 10.3% | 13.0% | 8.94 | — | 100% | — | — |
| 5 Years | 9.5% | 9.5% | 9.4% | 9.7% | 33.08 | — | 100% | — | — |
-2.3%
Max Drawdown
2 mo
Drawdown Duration
1 mo
Recovery Time
-0.4%
Avg Drawdown
Calmar Ratio by Duration
4.54
1Y
5.01
3Y
4.09
5Y
10
Total Holdings
10.7%
Top 10 Weight
9
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Coal India Limited | 2.31% |
| 2 | Power Grid Corporation of India Limited | 2.08% |
| 3 | ITC Limited | 1.91% |
| 4 | Petronet LNG Limited | 1.90% |
| 5 | REC Limited | 0.95% |
| 6 | Swaraj Engines Limited | 0.71% |
| 7 | Coforge Limited | 0.49% |
| 8 | Bharti Airtel Limited | 0.25% |
| 9 | Indus Towers Limited | 0.08% |
| 10 | Ambuja Cements Limited | 0.06% |