Bet on IT funds to gain from digitisation, generative AI adoption
Last Update Date: 06-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar cautioned that sector funds can go wrong for investors who are not nimble, said most people are better off in diversified funds, and suggested capping any sector fund at 10% of the equity portfolio with a five to seven year horizon.
More of Abhishek's views on mutual funds
The article looks at why technology sector funds lagged other equity categories after tech spending slowed and US demand weakened. Fund managers quoted expect a recovery linked to US rate cuts, digitisation and wider use of generative AI, while the piece flags how volatile sector funds can be and suggests a staggered entry.
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Bet on IT funds to gain from digitisation, generative AI adoption