Parag Parikh Liquid Fund- Regular Plan- Growth

Fund House: PPFAS Mutual Fund

Category: Debt: Liquid

Status: Open Ended Schemes

Launch Date: 05-05-2018

Minimum Investment: 5000.0

Asset Class: Fixed Income

Minimum Topup: 1000.0

Benchmark: CRISIL Liquid Debt A-I Index

Total Assets: 5073.75 As on (31-12-2025)

Expense Ratio: 0.21% As on (31-12-2025)

Turn over: 81.00% | Exit Load: Day 1 -- 0.0070%, Day 2 -- 0.0065%, Day 3 -- 0.0060%, Day 4 -- 0.0055%, Day 5 -- 0.0050%, Day 6 -- 0.0045%, Day 7 onwards -- 0.0000%

NAV as on 01-02-2026

1496.5364

0.2699

CAGR Since Inception

5.35%

CRISIL Liquid Debt A-I Index 5.51%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Parag Parikh Liquid Fund- Regular Plan- Growth 6.1 6.56 5.52 - 5.35
Benchmark - - - - -
Debt: Liquid 6.24 6.8 5.71 5.99 6.12

Funds Manager

Mr. Tejas Soman , Ms. Mansi Kariya , Ms. Aishwarya Dhar

RETURNS CALCULATORS for Parag Parikh Liquid Fund- Regular Plan- Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Parag Parikh Liquid Fund- Regular Plan- Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Parag Parikh Liquid Fund- Regular Plan- Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Parag Parikh Liquid Reg Gr 05-05-2018 6.1 6.51 6.56 5.52 0.0
ABSL Liquid Discipline Advtg 22-06-2009 6.83 7.19 7.25 5.99 6.26
Bank of India Liquid Reg Gr 16-07-2008 6.42 6.9 6.98 5.88 6.12
Axis Liquid Reg Gr 05-10-2009 6.4 6.88 6.96 5.86 6.15
Union Liquid Gr 15-06-2011 6.39 6.84 6.94 5.84 5.69
Groww Liquid Gr 25-10-2011 6.38 6.85 6.85 5.69 6.03
UTI Liquid Cash Plan Reg Gr 10-12-2003 6.38 6.84 6.93 5.83 6.12
Edelweiss Liquid Reg Gr 20-09-2007 6.38 6.85 6.88 5.75 5.99
Edelweiss Liquid Ret Gr 21-09-2007 6.38 6.85 6.88 5.75 5.98
Canara Robeco Liquid Reg Gr 05-07-2008 6.38 6.84 6.93 5.83 6.01

Asset Allocation (%)

Key Performance and Risk Statistics of Parag Parikh Liquid Fund- Regular Plan- Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Parag Parikh Liquid Fund- Regular Plan- Growth 0.45 - - - 5.86 0.15
Debt: Liquid - - - - - -