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CA Vivek Khatri @CaVivekkhatri on x 202.1K followers
Created: 2025-03-15 16:04:22 UTC
⚡ Parag Parikh Flexi Cap Mutual Fund – February Portfolio Update
📊 Key Observations: 🔹 Increased Allocation to Pharma Stocks – Added Dr. Reddy’s, Zydus Lifesciences, Cipla, and EID Parry. 🔹 Reduced Exposure to IPCA Laboratories – Holdings down XXXXX% MoM. 🔹 Higher Cash Allocation – Cash & arbitrage holdings increased from XXXXX% in Jan to XXXXX% in Feb.
📉 Top % Changes in Holdings: ✔ Dr. Reddy’s Laboratories ⬆ +34.16% ✔ Zydus Lifesciences ⬆ +29.58% ✔ Cipla ⬆ +24.62% ✔ EID Parry ⬆ +5.21% ✔ IPCA Laboratories ⬇ -XXXXX%
📢 Disclaimer: Investment in mutual funds and securities markets is subject to market risks. This post is for educational purposes only and should not be considered investment advice. Always conduct your own research before making financial decisions.
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XXXXXX engagements
Related Topics $ipcalabbo $ciplans $zyduslifebo dr reddys stocks