Archive · 31 Aug 2026
PPFAS Equity Schemes Differ Despite Stock Overlap
Two investment funds managed by Rajeev Thakkar have many of the same stocks, but they work differently.
The Flexi Cap fund can invest in many types of companies, including some outside India, and keeps some money as cash.
The Large Cap fund mostly invests in the biggest 100 companies in India.
Both funds pick stocks based on their value, but they put different amounts of money into each stock.
Financial planners say it's common for funds from the same company to have similar stocks.
The main difference is that the Flexi Cap fund can change its investments more easily, while the Large Cap fund is more focused and steady, which is better for careful investors.
PPFAS Flexi Cap and Large Cap schemes share 39 overlapping stocks.
Flexi Cap uses a dynamic allocation strategy with global equity and cash buffers.
Large Cap invests at least 80% in top-100 domestic companies by market cap.
Both funds follow a value-oriented investment approach led by Rajeev Thakkar.
Flexi Cap offers wider asset allocation agility, while Large Cap provides targeted, steady exposure.
- Who
- Rajeev Thakkar and his research team
- What
- Differences in investment strategies between PPFAS Flexi Cap and Large Cap schemes
- When
- Not specified
- Where
- India
- Why
- To cater to different investor preferences and risk appetites
- Funds Compared
- PPFAS Flexi Cap and Large Cap
- Overlap
- 39 stocks
- Flexi Cap Strategy
- Dynamic allocation, global equity, cash buffers
- Large Cap Strategy
- 80% in top-100 domestic companies
- Investment Approach
- Value-oriented, led by Rajeev Thakkar
- Key Difference
- Asset allocation agility vs. targeted exposure