← Parag Parikh Mutual Fund

Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
31
Jul 2026
Equity Holdings
₹693.67 Cr
Equity only, excl. debt & cash
AAUM
₹2,677.37 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.8%
Diversified
Top 10 Weight
21.2%
Diversified
Changes
24
0 new · 0 exits
Top Sector
Banks
3.5% of portfolio
Launch Date
20 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹2,677.37 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Bharti Airtel Limited saw the biggest increase — now at 1.89% of the portfolio. HDFC Bank Limited was trimmed the most, now at 2.02%. Reliance Industries Limited remains the top holding with Banks the dominant sector at 3.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 4.0% 3.9% -0.1%
Consumable Fuels 3.1% 3.0% -0.1%
Petroleum Products 2.9% 2.8% 0.0%
Power 2.7% 2.7% 0.0%
Gas 2.5% 2.7% +0.1%
Diversified FMCG 2.4% 2.5% +0.0%
Telecom - Services 1.8% 1.8% +0.0%
Finance 1.2% 1.3% +0.1%
Industrial Products 1.0% 1.1% +0.1%
IT - Software 1.0% 1.1% +0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 3.9% 3.5% -0.4%
Petroleum Products 2.8% 2.9% +0.1%
Consumable Fuels 3.0% 2.9% -0.1%
Power 2.7% 2.8% +0.0%
Gas 2.7% 2.7% +0.0%
Diversified FMCG 2.5% 2.5% +0.1%
Telecom - Services 1.8% 2.0% +0.2%
Finance 1.3% 1.4% +0.1%
Industrial Products 1.1% 1.0% -0.1%
Commercial Services & Supplies 0.9% 0.9% 0.0%
Biggest Add
Bharti Airtel Limited
+0.15% · now 1.89%
Biggest Trim
HDFC Bank Limited
-0.45% · now 2.02%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 16 Increased ↓ 8 Decreased
#StockSectorJun 2026Jul 2026Change
1
Bharti Airtel Limited
₹49.27 Cr
Telecom - Services 1.74% 1.89% +0.15%
2
ITC Limited
₹66.05 Cr
Diversified FMCG 2.45% 2.53% +0.08%
3
Eternal Limited
₹15.26 Cr
Retailing 0.50% 0.58% +0.08%
4
Reliance Industries Limited
₹76.11 Cr
Petroleum Products 2.84% 2.91% +0.07%
5
REC Limited
₹29.41 Cr
Finance 1.08% 1.13% +0.05%
6
Petronet LNG Limited
₹70.31 Cr
Gas 2.65% 2.69% +0.04%
7
Mahindra & Mahindra Limited
₹9.31 Cr
Automobiles 0.32% 0.36% +0.04%
8
Power Grid Corporation of India Limited
₹72.03 Cr
Power 2.73% 2.76% +0.03%
9
Kotak Mahindra Bank Limited
₹37.55 Cr
Banks 1.42% 1.44% +0.02%
10
DLF Limited
₹7.33 Cr
Realty 0.26% 0.28% +0.02%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹52.76 Cr
Banks 2.47% 2.02% -0.45%
2
Coforge Limited
₹20.85 Cr
IT - Software 1.06% 0.80% -0.26%
3
JSW Steel Limited
₹1.80 Cr
Ferrous Metals 0.26% 0.07% -0.19%
4
Titan Company Limited
₹4.86 Cr
Consumer Durables 0.36% 0.19% -0.17%
5
UltraTech Cement Limited
₹9.58 Cr
Cement & Cement Products 0.52% 0.37% -0.15%
6
Coal India Limited
₹74.62 Cr
Consumable Fuels 2.98% 2.86% -0.12%
7
VST Industries Limited
₹19.88 Cr
Cigarettes & Tobacco Products 0.88% 0.76% -0.12%
8
Swaraj Engines Limited
₹25.82 Cr
Industrial Products 1.07% 0.99% -0.08%

What Stocks Does This Fund Hold?

31 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹76.11 Cr
Petroleum Products
2.91%
2
₹74.62 Cr
Consumable Fuels
2.86%
3
₹72.03 Cr
Power
2.76%
4
₹70.31 Cr
Gas
2.69%
5
₹66.05 Cr
Diversified FMCG
2.53%
6
₹52.76 Cr
Banks
2.02%
7
₹49.27 Cr
Telecom - Services
1.89%
8
₹37.55 Cr
Banks
1.44%
9
₹29.41 Cr
Finance
1.13%
10
₹25.82 Cr
Industrial Products
0.99%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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