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PPFAS Mutual Fund makes contrarian bet on IT stocks

The Nifty IT index is down over 27% this year, driving a sharp compression in valuations. The gauge trades at 15.7 times 2026 estimated price to earnings, down from 21.2 times a year ago

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thehindubusinessline.comStai leggendo1 mese fa

PPFAS Mutual Fund makes contrarian bet on IT stocks

The Nifty IT index is down over 27% this year, driving a sharp compression in valuations. The gauge trades at 15.7 times 2026 estimated price to earnings, down from 21.2 times a year ago

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economictimes.indiatimes.com1 mese fa

India’s biggest equity fund makes contrarian bet on IT stocks

Indias largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on AI disruption fears. CIO Rajeev Thakkar argues pessimism is overdone, betting on…

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martedì 23 giugno 2026·economictimes.indiatimes.com
India’s biggest equity fund makes contrarian bet on IT stocks
Indias largest actively managed equity fund, PPFAS Flexi Cap, is increasing exposure to beaten-down IT stocks, taking a contrarian view on AI disruption fears. CIO Rajeev Thakkar…
martedì 23 giugno 2026·thehindubusinessline.com
PPFAS Mutual Fund makes contrarian bet on IT stocks
The Nifty IT index is down over 27% this year, driving a sharp compression in valuations. The gauge trades at 15.7 times 2026 estimated price to earnings, down from 21.2 times a…