PPFAS view on banking and financials

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

The PPFAS view on banking and financials is the body of investment reasoning through which PPFAS Mutual Fund has built and maintained substantial positions in Indian banking and financial-services equities at the Parag Parikh Flexi Cap Fund , including the long-running positions in HDFC Bank , ICICI Bank , Kotak Mahindra Bank Limited and Bajaj Holdings and Investment Limited. The banking-and-financials view is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety , focused portfolio construction and the owner mindset framework, and has been articulated through monthly factsheet commentary by Chief Investment Officer Rajeev Thakkar and at the PPFAS Annual Unitholders’ Meet by the broader investment team.

PPFAS Financials on WebNotes

PPFAS view on banking and financials