INDIA MUTUAL FUNDS
Strongest accumulation What is being reduced Sector rotation A single security What changed in PPFCF
Bharti Airtel Limited
INE397D01024
6 change(s) across schemes recorded activity
6 scheme(s) agreeing
period ending 2026-07-31 · question classified deterministically as SECURITY_DETAIL
Observed facts · 6
Per-scheme observations supporting this signal
Scheme Previous Current Delta Provenance
PPTSF 3.47% 3.63% +0.16pp
Evidence · PPTSF
1 AMC
PPFAS Mutual Fund (ppfas-mf)
2 Scheme
PPTSF · Parag Parikh ELSS Tax Saver Fund (An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit)
3 Period
2026-06-30 → 2026-07-31
4 Security
Bharti Airtel Limited · INE397D01024 · Telecom - Services
5 Observation
weight 3.47% → 3.63% (+0.16pp) · native cell 0.0363 · market value ₹206.7 Cr
Collector
ppfas-mf · observed 2026-08-20
6 Source
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPLCF 4.19% 4.35% +0.16pp
Evidence · PPLCF
1 AMC
PPFAS Mutual Fund (ppfas-mf)
2 Scheme
PPLCF · Parag Parikh Large Cap Fund (An open ended equity scheme predominantly investing in large cap stocks)
3 Period
2026-06-30 → 2026-07-31
4 Security
Bharti Airtel Limited · INE397D01024 · Telecom - Services
5 Observation
weight 4.19% → 4.35% (+0.16pp) · native cell 0.0435 · market value ₹36.3 Cr
Collector
ppfas-mf · observed 2026-08-20
6 Source
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPAF 4.63% 4.78% +0.15pp
Evidence · PPAF
1 AMC
PPFAS Mutual Fund (ppfas-mf)
2 Scheme
PPAF · Parag Parikh Arbitrage Fund ( An open ended scheme investing in arbitrage opportunities )
3 Period
2026-06-30 → 2026-07-31
4 Security
Bharti Airtel Limited · INE397D01024 · Telecom - Services
5 Observation
weight 4.63% → 4.78% (+0.15pp) · native cell 0.0478 · market value ₹130.7 Cr
Collector
ppfas-mf · observed 2026-08-20
6 Source
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPDAAF 1.74% 1.89% +0.15pp
Evidence · PPDAAF
1 AMC
PPFAS Mutual Fund (ppfas-mf)
2 Scheme
PPDAAF · Parag Parikh Dynamic Asset Allocation Fund (An open ended dynamic asset allocation fund )
3 Period
2026-06-30 → 2026-07-31
4 Security
Bharti Airtel Limited · INE397D01024 · Telecom - Services
5 Observation
weight 1.74% → 1.89% (+0.15pp) · native cell 0.0189 · market value ₹49.3 Cr
Collector
ppfas-mf · observed 2026-08-20
6 Source
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFCF 2.94% 3.03% +0.09pp
Evidence · PPFCF
1 AMC
PPFAS Mutual Fund (ppfas-mf)
2 Scheme
PPFCF · Parag Parikh Flexi Cap Fund (An open-ended dynamic equity scheme investing across large cap, mid-cap, small-cap stocks)
3 Period
2026-06-30 → 2026-07-31
4 Security
Bharti Airtel Limited · INE397D01024 · Telecom - Services
5 Observation
weight 2.94% → 3.03% (+0.09pp) · native cell 0.0303 · market value ₹4,490.6 Cr
Collector
ppfas-mf · observed 2026-08-20
6 Source
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPCHF 0.25% 0.26% +0.01pp
Evidence · PPCHF
1 AMC
PPFAS Mutual Fund (ppfas-mf)
2 Scheme
PPCHF · Parag Parikh Conservative Hybrid Fund (An open-ended hybrid scheme investing predominantly in debt instruments)
3 Period
2026-06-30 → 2026-07-31
4 Security
Bharti Airtel Limited · INE397D01024 · Telecom - Services
5 Observation
weight 0.25% → 0.26% (+0.01pp) · native cell 0.0026 · market value ₹9.0 Cr
Collector
ppfas-mf · observed 2026-08-20
6 Source
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
Sourced from
6 observation(s) · 1 disclosure document(s)
collector ppfas-mf · observed 2026-08-20
Signal
4 increase(s) and 0 decrease(s) recorded in the period ending 2026-07-31.
derived by change_rows over 6 observation(s)
Interpretation no figures, by rule
Positioning moved in one direction on balance.