← Parag Parikh Mutual Fund

Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
26
Aug 2026
Equity Holdings
₹578.72 Cr
Equity only, excl. debt & cash
AAUM
₹2,677.37 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.3%
Diversified
Top 10 Weight
18.2%
Diversified
Changes
30
1 new · 6 exits
Top Sector
Gas
2.9% 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 Parag Parikh Dynamic Asset Allocation Fund made 1 new addition and exited 6 stocks this month. The biggest new buy was Power Finance Corporation Limited (Finance) at 0.91% weight. REC Limited was the biggest exit (Finance), which was held at 1.13%. Among existing holdings, Petronet LNG Limited saw the biggest increase — now at 2.92% of the portfolio. Reliance Industries Limited was trimmed the most, now at 1.61%. Petronet LNG Limited remains the top holding with Gas the dominant sector at 2.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Gas 2.7% 2.9% +0.2%
Consumable Fuels 2.9% 2.8% -0.1%
Power 2.8% 2.6% -0.2%
Diversified FMCG 2.5% 2.3% -0.2%
Banks 3.5% 2.3% -1.2%
Petroleum Products 2.9% 1.6% -1.3%
Telecom - Services 2.0% 1.6% -0.3%
Finance 1.4% 1.2% -0.2%
Industrial Products 1.0% 1.0% 0.0%
Commercial Services & Supplies 0.9% 0.9% 0.0%
🟢
Biggest New Buy
Power Finance Corporation Limited
0.91% weight · Finance
🔴
Biggest Exit
REC Limited
1.13% was held · Finance
Biggest Add
Petronet LNG Limited
+0.23% · now 2.92%
Biggest Trim
Reliance Industries Limited
-1.30% · now 1.61%
🤝 Other funds also bought this month
Power Finance Corporation Limited 16 funds
Power Finance Corporation Limited
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty Next 50 ETF + more
👋 Other funds also exited
Eternal Limited 64 funds
Eternal Limited
Mirae Asset Great Consumer Fund
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Technology Fund - Direct Plan - Growth Option + more
Hindalco Industries Limited 47 funds
Hindalco Industries Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more
REC Limited 24 funds
REC Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Energy Opportunities Fund-Direct-Growth + more
JSW Steel Limited 22 funds
JSW Steel Limited
Kotak Nifty Commodities Index Fund-Direct Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Kotak Quant Fund - Direct Plan - Growth Option + more
Zydus Lifesciences Limited 15 funds
Zydus Lifesciences Limited
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Kotak Flexicap Fund - Growth - Direct
Motilal Oswal Quant Fund - Direct - Growth + more
Jio Financial Services Limited 13 funds
Jio Financial Services Limited
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Nifty 50 Equal Weight Index Fund - Direct Plan - Growth
Kotak Nifty 100 Equal Weight Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 6 Exits ↑ 2 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Power Finance Corporation Limited
₹23.35 Cr
Finance 0.91%
#StockSectorLast Weight (Jul 2026)
1
REC Limited
₹29.41 Cr
Finance 1.13%
2
Eternal Limited
₹15.26 Cr
Retailing 0.58%
3
JSW Steel Limited
₹1.80 Cr
Ferrous Metals 0.07%
4
Hindalco Industries Limited
₹88.67 L
Non - Ferrous Metals 0.03%
5
Zydus Lifesciences Limited
₹20.28 L
Pharmaceuticals & Biotechnology 0.01%
6
Jio Financial Services Limited
₹6.03 L
Finance 0.00%
#StockSectorJul 2026Aug 2026Change
1
Petronet LNG Limited
₹75.28 Cr
Gas 2.69% 2.92% +0.23%
2
NMDC Limited
₹4.11 Cr
Minerals & Mining 0.15% 0.16% +0.01%
#StockSectorJul 2026Aug 2026Change
1
Reliance Industries Limited
₹41.50 Cr
Petroleum Products 2.91% 1.61% -1.30%
2
Kotak Mahindra Bank Limited
₹18.29 Cr
Banks 1.44% 0.71% -0.73%
3
HDFC Bank Limited
₹40.97 Cr
Banks 2.02% 1.59% -0.43%
4
Bharti Airtel Limited
₹39.85 Cr
Telecom - Services 1.89% 1.55% -0.34%
5
ITC Limited
₹60.06 Cr
Diversified FMCG 2.53% 2.33% -0.20%
6
Power Grid Corporation of India Limited
₹66.79 Cr
Power 2.76% 2.59% -0.17%
7
Coal India Limited
₹72.38 Cr
Consumable Fuels 2.86% 2.81% -0.05%
8
Coforge Limited
₹19.24 Cr
IT - Software 0.80% 0.75% -0.05%
9
VST Industries Limited
₹18.82 Cr
Cigarettes & Tobacco Products 0.76% 0.73% -0.03%
10
DLF Limited
₹6.70 Cr
Realty 0.28% 0.26% -0.02%

What Stocks Does This Fund Hold?

26 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹75.28 Cr
Gas
2.92%
2
₹72.38 Cr
Consumable Fuels
2.81%
3
₹66.79 Cr
Power
2.59%
4
₹60.06 Cr
Diversified FMCG
2.33%
5
₹41.50 Cr
Petroleum Products
1.61%
6
₹40.97 Cr
Banks
1.59%
7
₹39.85 Cr
Telecom - Services
1.55%
8
₹25.40 Cr
Industrial Products
0.99%
9
₹23.73 Cr
Commercial Services & Supplies
0.92%
10
₹23.35 Cr
Finance
0.91%
🏆 Top stocks held by Equity funds
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🏦 Parag Parikh Mutual Fund — Portfolio & Holdings
See all funds managed by Parag Parikh Mutual Fund — conviction stocks, monthly entries & exits

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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