Largecap IT Companies
PPFAS to ICICI Pru Larecap: India's top mutual funds hold over 10% in IT stocks — Should retail investors worry?
Amid fears that AI's rise could disrupt the Indian IT sector, focus is shifting to high holdings in tech stocks of Indian mutual funds. PPFAS has a 25% exposure to IT stocks while several other funds also hold 10% or more, creating a concern for retail investors.
5 min read16 Feb 2026Samvat 2082 outlook: Domestic demand, reforms to drive market; large-cap IT stocks could emerge as contra bets
During the last Samvat, India’s market trended negatively in the first half and gained traction in the second half on hopes of FY26 earnings recovery, which were subsequently dampened by the unforeseen trade tensions between India and the US.
2 min read13 Oct 2025Investing in India’s $250 billion IT services sector? Here’s all you need to know
India’s IT services sector faces weak demand, layoffs, and AI-driven disruption. As large companies like TCS and Infosys struggle, nimble midcaps such as Coforge and Persistent are winning deals and adapting faster, drawing investor focus.
20 min read23 Aug 2025How India's mid-cap IT bested the Big Four in hiring
While the heavyweights added 9,442 employees, their mid-cap rivals together added 25,794. The increase in headcount comes on the back of a series of large deal wins for the mid-cap companies.
3 min read14 May 2025IT Sector: Between midcaps and largecaps, what should you pick? Here's what experts suggest
Mid-cap IT stocks like Coforge and LTIMindtree have been the biggest losers in 2024 YTD, with other mid-cap IT stocks also experiencing significant declines.
5 min read14 May 2024Wait for it…
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