PPFCF's 3.73 Cr shares bet very few noticed | CA Rachana Ranade

✔️ Magic of Mutual Fund https://www.rachanaranade.com/courses/Magic-of-Mutual-Fund-20-For-Window--Mac-66713144c5d4cd13a4a8dc5f ✔️Technical Analysis Using AI (Live Webinar)- Batch 3 https://www.rachanaranade.com/courses/Technical-Analysis-Using-AI-Live-Webinar--Batch-3-69e5f2bc62b13cd523010960 ✔️ Learn Stock Market in Simple Language: https://link.rachanaranade.com/CourseStore For any queries drop a WhatsApp message on +91 97635 04342 -------------------------------------------------------------------------------------------------------------- ✔️To open a free demat account click here: https://link.rachanaranade.com/Zerodha ✔️ All Social Media Handles: https://linktr.ee/RachanaRanade -------------------------------------------------------------------------------------------------------------- Spam-free Health/Term Insurance - https://ditto.sh/ty8y6t ____________________________________________________________________ PPFCF made some BIG portfolio moves in April 2026, and most investors completely missed them! In this video, we break down how Parag Parikh Financial Advisory Services’s flagship Parag Parikh Flexi Cap Fund quietly increased exposure to IT stocks like Tata Consultancy Services, Infosys, and HCL Technologies while also making a surprising bet. We also discuss: 1. PSU stake reductions 2. Full exit from Balkrishna Industries 3. Why banking remains the fund’s biggest conviction 4. The logic behind PPFCF’s massive cash position 5. Why its portfolio valuation is far cheaper than peers If you invest in mutual funds or want to understand how smart fund managers think, this video is packed with valuable insights. What is covered? 00:00 - Introduction 01:58 - A Sector & Stock where PPFCF has increased their allocation. 04:48 - PPFCF cuts exposure in one sector & fully exits one stock. 06:44 - Which sector currently has the highest portfolio allocation? 10:08 - The logic behind PPFCF’s high cash position and their Core Investing Philosophy. #CARachanaRanade #ShareMarket #mutualfunds #investment