ITC at PPFCF

Sat, 16 May 2026 00:00:00 +0000

Lead

ITC Limited is among the most studied and most discussed domestic holdings of the Parag Parikh Flexi Cap Fund (PPFCF). The position is widely treated as the canonical illustration of PPFAS contrarian investing on the Indian side of the portfolio: a multi-year build during a period of consumer-staples underperformance and persistent environmental, social and governance (ESG) scepticism around cigarettes, followed by a sharp re-rating that lifted ITC into the top three weights of the scheme.

ITC on WebNotes

ITC at PPFCF

Lead