BSE and other 3 stocks Parag Parikh Mutal Fund recently added to their portfolio; Do you hold any?

Synopsis: The Parag Parekh MF made new investments in December 2025, and the total allocation made was approximately Rs 292 crores in Great Eastern Shipping, Cigniti Technologies, BSE Ltd, and CG Power. These bets are on a diversified portfolio of global trade, a specialised IT services sector, a growing capital market, and an industrial capex cycle in India, respectively.

Parag Parikh Flexi Cap Fund remains busy with the portfolio optimisation phase by introducing four new stocks to the portfolio in the month of December 2025 in the realms of global shipping, specialised information and communication technology services, the capital market, and the manufacturing of electrical equipment. The most recently introduced stocks into the portfolio are Great Eastern Shipping, Cigniti Technologies, BSE Ltd, and CG Power.

Great Eastern Shipping Company Ltd

The Great Eastern Shipping Company is involved in the maritime transport service segment, which offers shipping services along various routes across the entire global network. It transports crude oil, petroleum products, and gas, along with carrying dry bulk cargo, and serves a wide spectrum of clients through the use of ocean-going ships.

With a market cap of Rs 16,438 crore, the shares of Great Eastern Shipping Company Ltd have closed at Rs 1,118.5; the shares are trading at a PE of 9, whereas their industry PE is at 13, and have given a return of more than 300% in the last 5 years. 

PPFAS Mutual Fund introduced The Great Eastern Shipping Company, valued at Rs 197.87 crore, by buying 17.53 lakh shares in December 2025. With faith in India’s biggest private-sector shipping company, reaping the benefits of solid freight cycles, disciplined capital allocation, and the exposure to global trade recovery, this asset-heavy but cash-generative business model fits well with the long-term, value-orientated approach of PPFAS.

Cigniti Technologies Ltd

The company provides software testing and analysis services in the areas of quality assurance, next-generation testing, digital assurance, quality engineering, advisory & transformation, IP & innovation, etc., and uses multiple solutions for automated testing like AI-driven prediction tools.

With a market cap of Rs 4,688 crore, the shares of Cigniti Technologies Ltd have closed at Rs 1,702; the shares are trading at a PE of 16.4, whereas their industry PE is at 29.4, and have given a return of almost 300% in the last 5 years. 

PPFAS also took a stake in Cigniti Technologies with an investment of Rs 50.32 crore through 3.08 lakh shares. Cigniti is engaged in digital assurance and software testing, a niche within IT services that is relatively stable in demand. This addition indicates a positive view taken by PPFAS on mid-sized IT companies that have domain depth, are seeing improving margins, and have global client exposure

BSE Ltd

This company, the first-ever stock exchange in Asia, facilitates a market for trading in equity, currencies, debt instruments, derivatives, and mutual funds. It is also the first in the country to be granted permanent recognition under the Securities Contract Regulation Act, 1956, and is the fastest stock exchange in the world, with a speed of 6 microseconds.

With a market cap of Rs 1,14,321 crore, the shares of BSE Ltd have closed at Rs 2,803. The shares are trading at a PE of 63.6, whereas their industry PE is at 64.3, and have given a return of almost 4,000% in the last 5 years. 

PPFAS introduced BSE Ltd to its portfolio with an investment of Rs 31.19 crores, acquiring 1.19 lakh shares. The reason behind this pick is the optimism in the Indian capital market infrastructure story, in which BSE Ltd is expected to benefit from increased retail participation, derivatives turnover, and new product offerings. Its business model is based on asset-light and high operating leverage.

CG Power & Industrial Solutions Ltd

This company is a global enterprise providing end-to-end solutions to utilities, industries, and consumers for the management and application of efficient and sustainable electrical energy and offers products, services, and solutions in two main business segments: Power Systems and Industrial Systems.

With a market cap of Rs 88,483 crore, the shares of CG Power & Industrial Solutions Ltd have closed at Rs 562; the shares are trading at a PE of 82.7, whereas their industry PE is at 45.6, and have given a return of 1,184% in the last 5 years. 

The fund invested Rs 12.17 crore in CG Power, buying 1.88 lakh shares. CG Power is a major beneficiary of the India industrial capex and power infrastructure cycle, having dominant exposure in the electrical equipment and motor segment. Including this stock reflects the fund’s constructive outlook towards making India a manufacturing destination and the supporting demand from the railway and renewable sectors.

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