Home› Funds› Parag Parikh Dynamic Asset Allocation Fund - Direc

Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth

Parag Parikh · Balanced Advantage
Moderate
₹11.76
Current NAV
04 Nov 2026
2.3%
1Y Return
12.3%
3Y CAGR
13.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.28%.
  • Very large asset base (AUM: ₹21,230 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Balanced Advantage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
0.68
Sharpe Ratio
0.88
Beta
0.68
Alpha
0.87
Sortino
Fund Details
Fund House Parag Parikh
Category Balanced Advantage
AUM ₹21230 Cr
Expense Ratio 0.28%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Balanced Advantage
The Wealth Company Balanced Advantage Fund - Direct Growth
The Wealth Company Balanced Advantage
₹9.78 19.6%
The Wealth Company Balanced Advantage Fund - Regular Growth
The Wealth Company Balanced Advantage
₹9.64 17.4%
The Wealth Company Balanced Advantage Fund - Regular IDCW
The Wealth Company Balanced Advantage
₹9.64 13.6%
Nippon India Balanced Advantage Fund - Direct Plan Growth Plan - Bonus Option
Nippon India
₹9.68 11.6%