Parag Parikh Dynamic Asset Allocation Fund-Reg (G)

Parag Parikh Dynamic Asset Allocation Fund-Reg (G) is a scheme launched by Parag Parikh Mutual Fund on February 27, 2024, and falls under the Dynamic Asset Allocation fund category. It currently manages an AUM of Rs 2,414.57 crore. The fund permits investments with a minimum SIP of Rs 1000 and a lump sum of Rs 5000. It charges an expense ratio of 0.63% for managing the portfolio.

• Investing Strategy:

  The investment objective of the Scheme is to generate income/long-term 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.

• Performance:

  Parag Parikh Dynamic Asset Allocation Fund-Reg (G) trailing returns over different times are 5.12% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 4.47%.