NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹14.34
0.16%
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
NAV as on 18 Dec 24, 12:00 AM
moderately high risk
conservative allocation
hybrid (c)
13.02%p.a.
Last 1Y
11.15%p.a.
Last 3Y
0.00%p.a.
Last 5Y
10.76%p.a.
Since Inception
About Parag Parikh Conservative Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Parag Parikh Conservative Hybrid Fund Growth scheme from PPFAS Asset Management Pvt. Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on May 2021, Parag Parikh Conservative Hybrid Fund Growth is Conservative Allocation fund of its category with 2,344.23 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- Parag Parikh Conservative Hybrid Fund Growth delivered 13.0% annual returns during the last year. It has delivered 10.8% average annual returns since the fund was launched.
- Parag Parikh Conservative Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (c)
Fund Objective
To generate regular income through investments predominantly in debt and money market instruments. The Scheme also seeks to generate long term capital appreciation from the portion of equity investments under the scheme. However, there is no assurance or guarantee that the investment objective of the Scheme will be realized.
Top 10 Holdings
Brookfield India Real Estate Trust
3.96%
Embassy Office Parks Reit
2.45%
Petronet LNG Ltd
2.42%
07.33 MH Sdl 2031
2.16%
07.14 KA Sdl 2032
2.14%
Power Grid Corp Of India Ltd
2.10%
ITC Ltd
2.00%
07.76 MH Sgs 2030
1.99%
Coal India Ltd
1.98%
07.70 MH Sgs 2030
1.76%
Fund Managers
- Raj Mehta (May 2021 - Present)
- Rajeev Thakkar (May 2021 - Present)
- Raunak Onkar (May 2021 - Present)
- Rukun Tarachandani (May 2022 - Present)
- Mansi Kariya (Dec 2023 - Present)
Key Information
View Scheme Document
Parag Parikh Conservative Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Parag Parikh Conservative Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Parag Parikh Conservative Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Parag Parikh Conservative Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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