Parag Parikh Flexi Cap Fund hikes stakes in HCL Tech, Maruti Suzuki in July. Check details
1/8
Portfolio Tracker
Parag Parikh Flexi Cap Fund, the largest active fund and flexicap fund by assets under management, had an AUM of Rs 1.49 lakh crore as of July 31, 2026. Here are the changes the fund made in July, according to the monthly portfolio disclosed by PPFAS Mutual Fund.
2/8
Stake Hike
The fund increased its stake in HCL Tech, Coal India, Indraprastha Gas, Petronet LNG, Dr. Reddy’s Labs, Bajaj Holdings & Investment, CIE Automotive India, EID Parry, Mahanagar Gas, Maharashtra Scooters and Maruti Suzuki India.
3/8
Decrease in stake, new addition or complete sell-off
The fund did not reduce its stake in any stock or make a complete exit from any holding. There were also no new additions to the portfolio in July.
Amazon Top Deals
POWERED BY
Crompton Ozone 75 Litres Desert Air Cooler for home | Large & Easy Clean Ice Chamber | 4-Way Air Deflection | High Density Honeycomb Pads | Everlast Pump | Auto Fill| 3 Year Brand Warranty
₹9,798Buy Now43%
OFF
LG 32 L Convection Microwave Oven (MC3286BRUM, Black, 360° Motorised Rotisserie for Bar-be-queing, 301 Auto Cook Menu, Stainless steel cavity, Indian Cuisine, Tandoor Se, Steam Clean & Diet Fry)
₹18,689Buy Now22%
OFF
4/8
Status quo
The fund’s exposure to 22 stocks remained unchanged, including Axis Bank, Bharti Airtel, CDSL, Cipla, HDFC Bank, ICICI Bank, ICRA, Indian Energy Exchange, Indus Towers, Infosys, ITC, Kotak Mahindra Bank, Mahindra & Mahindra, Narayana Hrudayalaya, Nesco, Power Grid Corporation of India, Swaraj Engines, TCS, Zydus Lifesciences, Zydus Wellness and The Great Eastern Shipping Company.
5/8
Stock count
The total number of stocks in the portfolio remained unchanged in July from the previous month.
6/8
Cash holding
The fund house said in its monthly factsheet: “We have about 14.74% in cash holdings, debt & money market instruments and arbitrage positions which can be deployed in long-term investments at appropriate levels.”
7/8
Benchmark and fund managers
The fund is benchmarked against the Nifty 500 (TRI) and is managed by Rajeev Thakkar, Raunak Onkar, Raj Mehta, Rukun Tarachandani, Tejas Soman, Mansi Kariya and Aishwarya Dhar.
8/8
Portfolio change
The fund house said in its monthly factsheet: “We continue to look at individual investments on their own merits and will not hesitate to invest if an opportunity looks attractive. As usual, our investment stance does not depend much on the macro-economic situation but is focussed on individual companies.”