INDIA MUTUAL FUNDS
Strongest accumulation What is being reduced Sector rotation A single security What changed in PPFCF
TVS Motor Company Limited
INE494B01023
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
PPLCF 0.60% 0.73% +0.13pp
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
TVS Motor Company Limited · INE494B01023 · Automobiles
5 Observation
weight 0.60% → 0.73% (+0.13pp) · native cell 0.0073 · market value ₹6.1 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 0.02% 0.03% +0.01pp
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
TVS Motor Company Limited · INE494B01023 · Automobiles
5 Observation
weight 0.02% → 0.03% (+0.01pp) · native cell 0.0003 · market value ₹41.8 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 0.01% 0.01% +0.00pp
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
TVS Motor Company Limited · INE494B01023 · Automobiles
5 Observation
weight 0.01% → 0.01% (+0.00pp) · native cell 0.0001 · market value ₹0.4 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
Sourced from
3 observation(s) · 1 disclosure document(s)
collector ppfas-mf · observed 2026-08-20
Signal
1 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.