INDIA MUTUAL FUNDS
Strongest accumulation What is being reduced Sector rotation A single security What changed in PPFCF
Infosys Limited
INE009A01021
3 change(s) across schemes recorded activity
3 scheme(s) agreeing
period ending 2026-07-31 · question classified deterministically as SECURITY_DETAIL
Observed facts · 3
Per-scheme observations supporting this signal
Scheme Previous Current Delta Provenance
PPTSF 3.04% 3.37% +0.33pp
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
Infosys Limited · INE009A01021 · IT - Software
5 Observation
weight 3.04% → 3.37% (+0.33pp) · native cell 0.0337 · market value ₹192.2 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 2.59% 2.87% +0.28pp
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
Infosys Limited · INE009A01021 · IT - Software
5 Observation
weight 2.59% → 2.87% (+0.28pp) · native cell 0.0287 · market value ₹24.0 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
PPFCF 2.98% 3.25% +0.27pp
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
Infosys Limited · INE009A01021 · IT - Software
5 Observation
weight 2.98% → 3.25% (+0.27pp) · native cell 0.0325 · market value ₹4,830.0 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
3 observation(s) · 1 disclosure document(s)
collector ppfas-mf · observed 2026-08-20
Signal
3 increase(s) and 0 decrease(s) recorded in the period ending 2026-07-31.
derived by change_rows over 3 observation(s)
Interpretation no figures, by rule
Positioning moved in one direction on balance.