PPFAS Mutual Fund
Mutual fund1%+ in 31 companies · ₹98,507 Cr at today’s prices · latest filings Sep 2026
PPFAS Mutual Fund holds 1% or more in 31 listed companies as of Sep 2026, worth about ₹98,507 Cr at current prices. In the latest quarter it added 2 new 1%+ stakes (DLF and CIE Automotive India) and fell below 1% in 2 companies (Great Eastern Shipping Co. and Maruti Suzuki India); it also raised its stake in 11 companies and cut it in 4. Its largest holdings by value are HDFC Bank at 1.26%, ITC at 2.55% and Power Grid Corporation of India at 3.56%; 8 of the 31 companies are in Financial Services.
Holdings
| Company | Industry | Trend | Dec '24 | Mar '25 | Jun '25 | Sep '25 | Dec '25 | Mar '26 | Jun '26 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | – | – | 1.19 | 1.26 | plus 0.07 pp | 15,327 | ||||||
| Fast Moving Consumer Goods | 1.27 | 1.90 | 2.55 | 2.55 | 0.00 pp | 9,048 | ||||||
| Power | 3.48 | 3.56 | 3.56 | 3.56 | 0.00 pp | 8,605 | ||||||
| Financial Services | 1.33 | 1.53 | 1.66 | 1.65 | minus 0.01 pp | 7,879 | ||||||
| Oil Gas & Consumable Fuels | 2.82 | 2.93 | 3.03 | 3.18 | plus 0.15 pp | 7,839 | ||||||
| Financial Services | 5.08 | 5.73 | 5.94 | 6.30 | plus 0.36 pp | 7,743 | ||||||
| Information Technology | – | 1.09 | 1.63 | 1.72 | plus 0.09 pp | 6,704 | ||||||
| Automobile and Auto Components | 1.13 | 1.27 | 1.44 | 1.63 | plus 0.19 pp | 6,434 | ||||||
| Information Technology | – | – | 1.13 | 1.17 | plus 0.04 pp | 5,599 | ||||||
| Financial Services | 1.20 | 1.19 | 1.17 | 1.17 | 0.00 pp | 4,820 | ||||||
| Realty | – | – | – | 2.14 | New | 3,988 | ||||||
| Healthcare | 1.86 | 1.96 | 2.02 | 2.01 | minus 0.01 pp | 2,402 | ||||||
| Healthcare | 1.43 | 1.69 | 1.87 | 1.86 | minus 0.01 pp | 2,120 | ||||||
| Oil Gas & Consumable Fuels | – | – | 6.90 | 8.78 | plus 1.88 pp | 1,745 | ||||||
| Healthcare | 1.65 | 1.73 | 1.76 | 1.46 | minus 0.30 pp | 1,671 | ||||||
| Oil Gas & Consumable Fuels | – | – | 1.00 | 2.36 | plus 1.36 pp | 1,122 | ||||||
| Fast Moving Consumer Goods | 7.27 | 7.33 | 7.33 | 7.33 | 0.00 pp | 1,093 | ||||||
| Financial Services | 9.50 | 9.50 | 9.87 | 9.87 | 0.00 pp | 961 | ||||||
| Fast Moving Consumer Goods | 3.63 | 4.34 | 5.89 | 6.30 | plus 0.41 pp | 722 | ||||||
| Oil Gas & Consumable Fuels | – | – | 1.68 | 4.05 | plus 2.37 pp | 452 | ||||||
| Financial Services | 2.76 | 2.77 | 2.94 | 3.05 | plus 0.11 pp | 420 | ||||||
| Healthcare | 1.03 | 1.03 | 1.03 | 1.03 | 0.00 pp | 398 | ||||||
| Consumer Services | 3.65 | 7.97 | 9.83 | 9.83 | 0.00 pp | 340 | ||||||
| Financial Services | 1.13 | 1.13 | 1.13 | 1.13 | 0.00 pp | 314 | ||||||
| Automobile and Auto Components | – | – | – | 1.73 | New | 232 | ||||||
| Fast Moving Consumer Goods | 1.05 | 1.05 | 1.05 | 1.05 | 0.00 pp | 135 | ||||||
| Financial Services | 3.04 | 3.04 | 3.04 | 3.04 | 0.00 pp | 130 | ||||||
| Capital Goods | 1.75 | 1.75 | 1.75 | 1.75 | 0.00 pp | 74 | ||||||
| Chemicals | – | – | 1.43 | 1.43 | 0.00 pp | 70 | ||||||
| Fast Moving Consumer Goods | – | 1.89 | 1.89 | 1.89 | 0.00 pp | 62 | ||||||
| Information Technology | – | – | 1.07 | 1.07 | 0.00 pp | 56 |