Parag Parikh Flexi Cap Fund Boosts Stake in ITC and 11 Other Stocks in July

Saturday, Aug 9, 2025 3:14 am ET1min read

Parag Parikh Flexi Cap Fund increased its stake in ITC and 11 other stocks in July. The fund added around 47.50 lakh shares of ITC and 65.70 lakh shares of Power Grid Corporation of India. It also reduced its stake in IPCA Laboratories by selling 7.45 lakh shares. The fund added Motilal Oswal Financial Services as a new stock in the portfolio, with around 5.91 lakh shares added. The exposure in nearly 15 stocks remained unchanged in July. The fund's AUM was Rs 1.13 lakh crore as of July 31, 2025.

The Parag Parikh Flexi Cap Fund, one of the top-rated equity mutual funds in India, has made significant adjustments to its portfolio in July 2025. The fund, managed by Mansi Kariya, Rajeev Thakkar, Raunak Onkar, Rukun Tarachandani, and Raj Mehta, has increased its stake in 12 stocks, including ITC and Power Grid Corporation of India, while reducing its exposure in IPCA Laboratories. The fund's assets under management (AUM) stood at Rs 1.13 lakh crore as of July 31, 2025.

In July, the fund added around 47.50 lakh shares of ITC and 65.70 lakh shares of Power Grid Corporation of India, increasing its exposure to these stocks. The fund also reduced its stake in IPCA Laboratories by selling 7.45 lakh shares. Additionally, the fund added Motilal Oswal Financial Services as a new stock in the portfolio, with around 5.91 lakh shares added. The exposure in nearly 15 stocks remained unchanged.

These changes reflect the fund's strategy of focusing on quality stocks across sectors, as evident from its top holdings as of the latest data. The fund's top holdings include HDFC Bank, Bajaj Holdings, Power Grid Corporation, Coal India, and ICICI Bank. The fund's 1-year return was 7.02%, 3-year return was 21.69% (annualised), 5-year return was 24.48% (annualised), and 10-year return was 18.15% (annualised) [1].

Investors should consider these changes in the context of the fund's overall investment strategy, risk profile, and financial goals. It is essential to consult a SEBI-registered mutual fund advisor before making any investment decisions.

References:
[1] https://www.financialexpress.com/money/5-top-rated-equity-mutual-funds-with-highest-assets-in-2025-parag-parikh-flexi-cap-fund-tops-chart-3936585/

Parag Parikh Flexi Cap Fund Boosts Stake in ITC and 11 Other Stocks in July

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