As 2026 begins, Indian IT stocks are slipping into “value” territory, drawing flexi-cap funds seeking longer-term bets. At the same time, digital-focused funds are trimming IT exposure and shifting toward higher-risk e-commerce themes. With fund strategies diverging, investors now face a harder question: is the switch signaling opportunity—or masking a potential value trap?
Swipe through stories, personalise your feed, and save articles for later — all on the app.
