Indian Mutual Funds Reduce IT Stock Holdings, Increase Exposure to Other Sectors in September 2026
In September 2026, Indian mutual funds reduced their holdings in Information Technology stocks, with sector weight dropping to 5.3% of equity assets amid concerns over AI disruption and weak client spending. Major IT companies like Infosys and TCS saw declines in mutual fund exposure. Meanwhile, mutual funds increased holdings in other stocks such as BSE, HDFC Bank, Coal India, Meesho, and Gland Pharma, reflecting portfolio reshuffling influenced by share price changes and buying activity.
First-hand measurement across 2 sources
We measured how 2 outlets covered this story. No outlet gave this story a measurable political slant — there is no left–right reading to report. Overall sentiment is neutral (51/100). Lens Score 51/100.
Outlets measured: economictimes, mint. See how each one headlined and framed the same story in the source comparison below.
AI Analysis
Sentiment was consistent across outlets (50–52/100), indicating broadly factual reporting rather than editorialising.
Coverage timeline
mint broke this story on 18 Oct, 03:45 am. Other outlets followed.