INDIA MUTUAL FUNDS

Answers are assembled from deterministic SQL over ingested disclosures. Every figure comes from a database row. Interpretations describe the shape of a signal and carry no figures of their own.

Research

period ending 2026-07-31
Strongest accumulation What is being reduced Sector rotation A single security What changed in PPFCF
Cummins India Limited
INE298A01020
1 change(s) across schemes recorded activity
1 scheme(s) agreeing
period ending 2026-07-31 · question classified deterministically as SECURITY_DETAIL
Observed facts · 1
Scheme Previous Current Delta Provenance
PPLCF 0.56% 0.54% -0.02pp
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
Cummins India Limited · INE298A01020 · Industrial Products
5 Observation
weight 0.56% → 0.54% (-0.02pp) · native cell 0.0054 · market value ₹4.5 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
1 observation(s) · 1 disclosure document(s)
collector ppfas-mf · observed 2026-08-20
PPFAS_Monthly_Portfolio_Report_July_31_2026.xls
Signal
0 increase(s) and 0 decrease(s) recorded in the period ending 2026-07-31.
derived by change_rows over 1 observation(s)
Interpretation no figures, by rule
Increases and decreases are balanced, so net positioning changed little.