Parag Parikh Flexi Cap Fund Raises Stakes in ITC, TCS and HDFC Bank in January 2026

Parag Parikh Flexi Cap Fund reported selective portfolio adjustments during January 2026, reflecting incremental positioning rather than broad allocation changes.

The fund’s assets under management (AUM) recorded a marginal increase month on month, indicating steady investor participation, as per The Economic Times report.

Portfolio Overview and AUM Movement

During January 2026, the fund’s assets under management rose to ₹1,33,969 crore, compared with ₹1,33,308 crore in December 2025. 

Portfolio adjustments during the month were limited and appeared focused on reinforcing existing positions rather than introducing significant new holdings.

Stocks Where Exposure Increased

The fund raised its stake across a range of sectors, including information technology, banking, pharmaceuticals, automobiles, and industrial businesses. 

Companies where holdings were increased include ITC, TCS, Cipla, HCL Technologies, HDFC Bank, Infosys, Mahindra & Mahindra, Maruti Suzuki, Zydus Lifesciences, Power Grid Corporation of India, and The Great Eastern Shipping Company.

The additions indicate continued allocation towards companies with established market positions and diversified revenue streams.

Sectoral Trends Observed

The portfolio changes suggest a balanced sectoral approach. Increased exposure to IT companies reflects ongoing demand for digital and technology services, while additions in banking and financial stocks indicate sustained interest in domestic credit growth, as per the news report.

Read More: Best 10 Mutual Funds for Senior Citizens in February 2026 by 5-Year CAGR: ICICI Prudential Retirement Fund, HDFC Retirement Savings Fund Equity Plan and More.

Conclusion

The January 2026 portfolio activity of Parag Parikh Flexi Cap Fund reflects measured rebalancing rather than aggressive repositioning. Incremental increases across multiple sectors suggest a steady investment stance aligned with long term portfolio construction, while maintaining diversification amid changing market dynamics.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.