PPFAS view on technology stocks

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

The PPFAS view on technology stocks is the body of investment reasoning through which PPFAS Mutual Fund has built and maintained substantial positions in technology-sector equities at the Parag Parikh Flexi Cap Fund , spanning both the foreign-core technology allocation in US-listed mega-cap technology and consumer-digital franchises (Alphabet at PPFCF , Microsoft at PPFCF , Amazon at PPFCF , Meta Platforms at PPFCF ) and the Indian information-technology services holdings at Infosys Limited, Tata Consultancy Services Limited, HCL Technologies Limited and Persistent Systems Limited. The technology-sector view is structurally consistent with the broader PPFAS investment philosophy of value investing , margin of safety , focused portfolio construction and the owner mindset framework.

PPFAS Technology Stocks on WebNotes