The Economic Times

Mutual funds raise tech exposure in March after 8-year low. Tactical move or trend reversal?

Mutual funds raised tech exposure in March after an eight-year low, driven by tactical rebalancing and improved valuations. Experts say global cues like US tech recovery and easing rate concerns are aiding sentiment. Despite recent losses of up to 25%, the sector outlook remains gradually positive, supported by AI and cloud trends, though near-term volatility persists.