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Digital funds cut IT bets in 2026 but value plays rise—opportunity or value trap
Economy
Published on 24 April 2026
Flexi caps pile into value IT while digital funds exit fast
As 2026 begins, Indian IT stocks are slipping into “value” territory, drawing flexi-cap funds seeking longer-term bets. At the same time, digital-focused funds are trimming IT exposure and shifting toward higher-risk e-commerce themes. With fund strategies diverging, investors now face a harder question: is the switch signaling opportunity—or masking a potential value trap?
- IT stocks have moved into value territory, attracting flexi-cap buyers
- Digital funds are reducing IT exposure to pivot to e-commerce themes
- Diverging strategies increase the risk of mismatched investor expectations
- The market question is whether this is upside or a trap
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times