PPFAS view on Indian PSUs

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

The PPFAS view on Indian PSUs is the body of investment reasoning through which PPFAS Mutual Fund has periodically built and maintained substantial positions in Indian Public Sector Undertaking (PSU) equities at the Parag Parikh Flexi Cap Fund , including the long-running positions in Coal India , Power Grid Corporation of India, NTPC and ONGC, together with periodic positions in additional PSU names. The PSU view is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety and contrarian investing , and has been articulated continuously through monthly factsheet commentary by Chief Investment Officer Rajeev Thakkar and at the PPFAS Annual Unitholders’ Meet by the broader investment team.

ONGC on WebNotes

PPFAS view on Indian PSUs