Research · MarketOS

Mahindra & Mahindra Limited

INE101A01026

5 change(s) across schemes recorded activity

5 scheme(s) agreeing

period ending 2026-07-31 · question classified deterministically as SECURITY_DETAIL

Observed facts · 5

Per-scheme observations supporting this signal
Scheme	Previous	Current	Delta	Provenance
PPTSF	3.52%	3.83%	+0.31pp	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 Mahindra & Mahindra Limited · INE101A01026 · Automobiles 5 Observation weight 3.52% → 3.83% (+0.31pp) · native cell 0.0383 · market value ₹218.1 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	3.56%	3.80%	+0.24pp	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 Mahindra & Mahindra Limited · INE101A01026 · Automobiles 5 Observation weight 3.56% → 3.80% (+0.24pp) · native cell 0.038 · market value ₹5,646.4 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	2.02%	2.20%	+0.18pp	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 Mahindra & Mahindra Limited · INE101A01026 · Automobiles 5 Observation weight 2.02% → 2.20% (+0.18pp) · native cell 0.022 · market value ₹18.4 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	0.32%	0.36%	+0.04pp	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 Mahindra & Mahindra Limited · INE101A01026 · Automobiles 5 Observation weight 0.32% → 0.36% (+0.04pp) · native cell 0.0036 · market value ₹9.3 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	2.70%	2.09%	-0.61pp	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 Mahindra & Mahindra Limited · INE101A01026 · Automobiles 5 Observation weight 2.70% → 2.09% (-0.61pp) · native cell 0.0209 · market value ₹57.2 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

Sourced from

5 observation(s) · 1 disclosure document(s)

collector ppfas-mf · observed 2026-08-20

PPFAS_Monthly_Portfolio_Report_July_31_2026.xls

Signal

3 increase(s) and 1 decrease(s) recorded in the period ending 2026-07-31.

derived by change_rows over 5 observation(s)

Interpretation no figures, by rule

Positioning moved in one direction on balance.