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PPFCF made some BIG portfolio moves in April 2026, and most investors completely missed them!
In this video, we break down how Parag Parikh Financial Advisory Services’s flagship Parag Parikh Flexi Cap Fund quietly increased exposure to IT stocks like Tata Consultancy Services, Infosys, and HCL Technologies while also making a surprising bet.
We also discuss:
1. PSU stake reductions
2. Full exit from Balkrishna Industries
3. Why banking remains the fund’s biggest conviction
4. The logic behind PPFCF’s massive cash position
5. Why its portfolio valuation is far cheaper than peers
If you invest in mutual funds or want to understand how smart fund managers think, this video is packed with valuable insights.
What is covered?
00:00 - Introduction
01:58 - A Sector & Stock where PPFCF has increased their allocation.
04:48 - PPFCF cuts exposure in one sector & fully exits one stock.
06:44 - Which sector currently has the highest portfolio allocation?
10:08 - The logic behind PPFCF’s high cash position and their Core Investing Philosophy.
#CARachanaRanade #ShareMarket #mutualfunds #investment