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RAJEEV THAKKAR
Parag Parikh Flexi Cap Fund added DLF, Bharti Airtel, Indus Towers and 10 other stocks to its portfolio in September. Details hereParag Parikh Flexi Cap Fund added 13 stocks to its portfolio in September, including DLF, Bharti Airtel, Petronet LNG and Indus Towers, whi...- Parag Parikh Flexi Cap Fund increase stake in HDFC Bank, Coal India, and 8 others in AugustParag Parikh Flexi Cap Fund raised its stake in HDFC Bank, Coal India and eight other stocks in August, while adding DLF as a new entrant. ...
- Mutual funds increase cash allocation by over Rs 7,800 crore in July to Rs 1.90 lakh croreMutual funds boosted cash holdings by over Rs 7,856 crore in July. PPFAS Mutual Fund held the largest cash reserve at Rs 25,291 crore. This...
- Parag Parikh Flexi Cap Fund hikes stakes in HCL Tech, Maruti Suzuki in July. Check details
- Manappuram Finance shares jump 3% after Q1 profit soars 4x. Why Jefferies, Morgan Stanley raised target pricesManappuram Finance shares witnessed an uptick on Wednesday after Q1 FY27 profit surged nearly four-fold to Rs 585 crore. Jefferies raised i...
- Don't worry about AI! Why PPFAS CIO Rajeev Thakkar wants Indian investors to read what tech analyst Benedict Evans saidPPFAS CIO Rajeev Thakkar says fears that AI will destroy IT jobs are exaggerated. Citing Benedict Evans and historical automation, he argue...
- Parag Parikh Flexi Cap Fund hikes stakes in HCL Tech, Coal India and 9 other stocks in July. Check full listParag Parikh Flexi Cap Fund, the largest active flexicap fund by AUM, raised its stake in HCL Technologies, Coal India and nine other stock...
- Best large & mid cap funds to invest in August 2026The fund manager has the option to decide where the money will be invested. If he thinks the large cap space is attractive, he may invest i...
- Parag Parikh Flexi Cap current underperformance not noteworthy; cash at 14-15%, HDFC Bank outlook unchanged: Rajeev ThakkarPPFAS Mutual Fund CIO Rajeev Thakkar said the recent underperformance of Parag Parikh Flexi Cap Fund is neither unusual nor significant. He...
- Bitcoin hovers near $65,000 as key resistance caps further upside; Ethereum gains momentumBitcoin hovered near $65,000 as resistance around $65,000–$65,600 capped further gains, while Ethereum showed stronger momentum above $1,90...
- Edelweiss Mutual Fund temporarily suspends SIPs and STPs in its 7 fundsEdelweiss Mutual Fund has suspended existing SIP and STP subscriptions in seven schemes from August 11, 2026, citing limited overseas inves...
- Quant Small Cap Fund adds SBI Funds Management, Caliber Mining and 11 others in JulyQuant Small Cap Fund added 13 stocks in July, including SBI Funds Management, Caliber Mining and Hexaware Technologies. The fund exited fou...
- PPFAS valuation climbs after Rajeev Thakkar sells stake to WhiteOak AIFRajeev Thakkar sold a stake in PPFAS to WhiteOak Capital's AIF. This transaction valued the unlisted asset management company at nearly ₹15...
- Private sector banks, fixed income could outshine in a volatile market: Rajeev ThakkarSo, if we really look at our portfolios and the stocks that are there, all the themes that are running, how many triple digit earnings mult...
- This is not the first or the last time PPFAS Flexi Cap Fund is underperforming: Rajeev ThakkarThe government and RBI have not clarified whether they plan to raise the overall limit for mutual funds to invest in overseas stocks.
- I do not see a reason for a broad selloff: Rajeev Thakkar, PPFAS"This revolution is going on across the world and what is two billion users today could be three billion, three-and-a-half billion a few ye...
- Sentiment has changed, but ground reality remains the same: Rajeev ThakkarPrivate banks' growth will contribute to the sector growth because public sector banks will have a very flattish kind of numbers in their l...
- We buy pharma stocks once the warning letters come in: Rajeev Thakkar, Parag Parikh Financial Advisory Services MFStayed away from very high quality businesses where the valuation is price to perfection or even higher than that.
- The markets currently have OCD which is oil, China and commodities: Rajeev Thakkar, Parag Parikh FinancialRajeev Thakkar, Parag Parikh Financial says it is more the question of the supply of securities in the market. It does not affect the under...
- Large portfolio size gives flexibility to dwell into smallcap stocks: Rajeev ThakkarThakkar says that one should buy into banks which will not get into trouble over next 10-15 years; Maharashtra Scooters is a play on Bajaj ...
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