PPFAS view on consumption stocks

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

The PPFAS view on consumption stocks is the body of investment reasoning through which PPFAS Mutual Fund has periodically built and maintained substantial positions in Indian consumption-sector equities at the Parag Parikh Flexi Cap Fund , including the long-running contrarian-build ITC Limited position that grew to a top-three portfolio holding during periods of consumer-staples underperformance, and periodic positions in Maruti Suzuki India Limited, Mahindra and Mahindra Limited and Hero MotoCorp Limited across the automotive sub-sector. The consumption-sector view is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety , contrarian investing , focused portfolio construction and the owner mindset framework.

PPFAS Consumption on WebNotes

PPFAS view on consumption stocks