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![InvestorOfJAMMU Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1746349024607961088.png) Margin of Safety🇮🇳 [@InvestorOfJAMMU](/creator/twitter/InvestorOfJAMMU) on x 11.4K followers
Created: 2025-07-14 12:27:43 UTC

Parag Parikh Flexicap fund was at XX% cash when Nifty was 21800

PPFAS invested in M&M/Airtel when Nifty at 25k and reduced their cash level below 20%. They invested in both when stocks at very high valuations and already 7x-12x from Covid bottom.

Disappointing🔻

Do not expect outperformance from here🔴


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944735558896386503/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[nifty](/topic/nifty)

[Post Link](https://x.com/InvestorOfJAMMU/status/1944735558896386503)