Parag Parikh Flexi Cap Fund Goes Defensive Yet Bold: Ramps Up Pharma, Global Tech, and Auto Bets in March buy

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Parag Parikh Flexi Cap Fund: Top Buys in March 2025 Known for its long-term and stable investment approach, Parag Parikh Flexi Cap Fund made key additions across domestic and international equities in March, showing increased confidence in pharma, auto, FMCG-linked sectors, and US tech giants. 1. Pharma Sector – Bullish stance across multiple names - Zydus Lifesciences: quantity increased by 13.28% - Cipla: quantity increased by 3.08% - Dr. Reddy’s Labs: quantity increased by 2.24% These additions reflect a strong conviction in the healthcare space, likely driven by improved domestic demand, export opportunities, and margin stability. 2. Global Tech Exposure – Continued allocation to US big tech - Alphabet (Google): quantity increased by 0.18% - Amazon: quantity increased by 0.16% Reinforces the fund’s strategy to stay exposed to long-term global compounding stories, even with modest position adjustments. 3. Auto Sector – Focus on strong domestic performers - Mahindra & Mahindra: quantity increased by 3.28% Backed by leadership in SUVs and strong rural demand, this indicates positive sentiment toward the domestic auto upcycle. 4. Sugar & Agri-linked FMCG – Strategic exposure - EID Parry: quantity increased by 8.98% A play on rising sugar prices and ethanol blending policies, with an eye on integrated agri-businesses. ### Strategic View Parag Parikh Flexi Cap Fund’s recent activity signals a balanced approach: - Strengthening bets in **defensive and growth sectors** like pharma - Maintaining exposure to **global innovators** in tech - Selective accumulation in **domestic cyclicals** like auto and sugar So, keep on radar these stocks

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