Kotak Mahindra Bank has a weightage of 4.03% in the fund.
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PPFCF's 3 73 Cr shares bet very few noticed | CA Rachana Ranade
CA Rachana Phadke RanadeMay 26, 2026
The creator discusses the investment strategy of the Parag Parikh Flexi Cap Fund, highlighting increased allocations to the IT sector and a significant bet on Indraprastha Gas Limited (IGL). The fund manager is taking a contrarian view on IT despite AI concerns and sees potential in IGL due to natural gas supply dynamics. The creator also notes trimming in PSU stocks like Coal India and Power Grid Corporation.
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Microsoft's strong performance was a key driver for the increase in international equity exposure.
Alphabet (Google) performance strongly drove the increase in international equity exposure.
Infosys saw an increased allocation by the Parag Parikh Flexi Cap Fund.
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