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  5. HDFC Flexi Cap Fund vs Parag Parikh Flexi Cap Fund portfolios: What changed in July 2026

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HDFC Flexi Cap Fund vs Parag Parikh Flexi Cap Fund portfolios: What changed in July 2026

image Sangeeta Ojha
By Sangeeta Ojha

4 min read | Updated on August 11, 2026, 12:26 IST

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SUMMARY

Mutual fund investors tracking the monthly portfolio changes of popular flexi-cap schemes have several moves to watch in July. In this article, we take a look at the HDFC Flexi Cap Fund and Parag Parikh Flexi Cap Fund portfolios

HDFC Flexi Cap Fund vs Parag Parikh Flexi Cap Fund portfolios

In this article, we take a look at the HDFC Flexi Cap Fund and Parag Parikh Flexi Cap Fund portfolios. | Image: Shutterstock.

Mutual fund investors keeping an eye on monthly portfolio changes have several moves to track in July. Here’s a look at how HDFC Flexi Cap Fund and Parag Parikh Flexi Cap Fund changed their portfolios during the month.

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HDFC Flexi Cap July 2026 portfolio

HDFC Flexi Cap Fund added multiple new stocks to its portfolio, including SBI Funds Management, Biocon, Diamond Power Infrastructure, Ather Energy and Jupiter Life Line Hospitals. It also exited Birlasoft.
Parag Parikh Flexi Cap Fund (PPFAS), on the other hand, did not add or completely exit any equity stock in July, with its equity portfolio remaining at 61 holdings. The fund instead increased exposure to some of its existing stocks and made several changes to its debt and money-market investments.

HDFC Flexi Cap Fund made five notable additions to its equity portfolio in July. The biggest addition by value was SBI Funds Management, where the fund held a 0.347% stake worth around ₹384.24 crore.

This was followed by Biocon, with a 0.2807% holding valued at around ₹310.84 crore. Other new additions included Diamond Power Infrastructure, Ather Energy and Jupiter Life Line Hospitals.

CompanyHoldingMarket Value
SBI Funds Management0.3470%₹384.24 crore
Biocon0.2807%₹310.84 crore
Diamond Power Infrastructure0.2035%₹225.34 crore
Ather Energy0.1753%₹194.07 crore
Jupiter Life Line Hospitals0.0299%₹33.15 crore
( Source: ACE MF data)

The fund held around 15.40 lakh shares of Ather Energy, while its Biocon holding stood at about 73.02 lakh shares.

HDFC Flexi Cap Fund also showed Birlasoft as an OUT position in the July portfolio changes. The fund's portfolio data also showed a reduction in Eternal, with a negative entry of around 29.1 lakh shares and a value of about ₹0.89 crore.

PPFAS makes no fresh equity additions

The July portfolio changes were quite different for Parag Parikh Flexi Cap Fund.

The fund had 61 equity holdings, with no new equity stock added and no equity stock completely exited during the month.

Instead, PPFAS increased its exposure to several companies that were already part of its portfolio. Among the notable increases were CIE Automotive India and Petronet LNG, along with other existing holdings.

PPFAS also reshuffles its debt portfolio

The changes were more visible in PPFAS's debt and money-market portfolio.

The July data shows several securities coming into the portfolio, including instruments issued by Bharat Petroleum Corporation, Bajaj Finance, Bank of Baroda, Punjab National Bank, ICICI Securities and Small Industries Development Bank of India (SIDBI).

The largest IN position in the data was the Bharat Petroleum Corporation instrument, with a holding valued at around ₹495.25 crore.

SecurityHoldingMarket Value
Bharat Petroleum Corporation Ltd. - 80D0.3337%₹495.25 crore
Bajaj Finance Ltd. - 91D0.1325%₹196.67 crore
Bank of Baroda (12-Aug-2026)0.1009%₹149.72 crore
Punjab National Bank (02-Sep-2026)0.0670%₹99.45 crore
Small Industries Development Bank of India (11-Jun-2027)0.0317%₹47.09 crore
ICICI Securities Ltd. - 126D0.0167%₹24.73 crore
Bank of Baroda (07-Dec-2026)0.0164%₹24.41 crore
( Source: ACE MF data)

At the same time, the July portfolio-change data showed the following debt and money-market securities as OUT:

  • ICICI Bank Ltd. (15-Sep-2026)

  • Indian Bank (28-Jul-2026)

  • Punjab National Bank (15-Dec-2026)

  • Small Industries Development Bank of India (09-Jul-2026)

The securities listed with dates such as August, September or December 2026 are debt/money-market instruments.

For mutual fund investors, it is important to remember that a change in a fund’s portfolio is not necessarily a buy or sell signal. Whether a fund adds a new stock, increases an existing holding or changes its debt investments simply reflects the fund manager’s positioning at that point in time.
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Disclaimer: This article is written purely for informational purposes and should not be considered investment advice from Upstox. Securities mentioned are illustrative and not recommendations. Investors should do their own research or consult a registered financial advisor before making investment decisions.

About The Author

image Sangeeta Ojha
Sangeeta Ojha is a business and finance journalist with experience across leading media platforms like Mint and India Today. She has built a reputation for covering a wide range of personal finance topics, including income tax, mutual funds, insurance, savings and investing.

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