Parag Parikh Flexi Cap Fund Increases Stake in HCL Tech, Coal India and 9 Other Stocks in July 2026

Parag Parikh Flexi Cap Fund increased its holdings in 11 companies in July, according to The Economic Times news report citing PPFAS Mutual Fund’s monthly portfolio disclosure. The fund did not add any new stock to its portfolio during the month. 

HCL Technologies, Coal India Added 

The fund bought 5.76 lakh shares of HCL Technologies in July 2026. Its holding rose to 4.66 crore shares from 4.60 crore shares in June 2026. 

Coal India also saw an increase in the fund’s holding. It added 10.27 lakh shares, taking the total holding to 17.58 crore shares from 17.48 crore shares a month earlier. 

Indraprastha Gas Sees Biggest Increase 

Indraprastha Gas (IGL) recorded the largest addition by number of shares among the 11 companies. The fund bought 1.06 crore shares, increasing its holding to 10.54 crore shares from 9.48 crore shares in June 2026. 

Petronet LNG was another significant addition, with 51.57 lakh shares purchased during July. The fund also added 8.45 lakh shares of Dr Reddy’s Laboratories. 

Eight Other Holdings Increased 

The other companies where the fund raised its holdings were Bajaj Holdings & Investment, CIE Automotive India, EID Parry, Mahanagar Gas (MGL), Maharashtra Scooters and Maruti Suzuki India. 

There was no reduction in any existing holding during the month. The fund also did not make a complete exit from any company. 

22 Stocks Unchanged 

Holdings in 22 companies remained unchanged in July. These included Axis Bank, Bharti Airtel, CDSL, Cipla, HDFC Bank, ICICI Bank, Infosys, ITC, Kotak Mahindra Bank, Mahindra & Mahindra, TCS, Power Grid Corporation of India and Zydus Lifesciences. 

The total number of stocks in the portfolio was unchanged from June. The fund had assets under management of ₹1.49 lakh crore as of 31 July 2026. 

Sector Allocation and Fund House Comments 

Banks made up 19.97% of the portfolio, followed by IT-Software at 10.30% and computer software at 8.64%. Cash, debt, money-market instruments and arbitrage positions accounted for 14.74%. 

PPFAS Mutual Fund said its investment decisions are based on individual companies rather than the broader macroeconomic environment. CIO Rajeev Thakkar said the fund’s recent underperformance was not significant in terms of its duration or magnitude. 

Read More: Upcoming NFO: UTI Mutual Fund Files Draft Papers for UTI Balanced Hybrid Fund! 

Conclusion 

July 2026 portfolio changes included higher holdings in HCL Technologies, Coal India, Indraprastha Gas and eight other stocks, with no reductions or fresh additions. 

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