Technology's weight in mutual fund portfolios slipped to 5.9% in June 2026, down 70 basis points month-on-month and 240 basis points year-on-year, according to the latest Fund Folio: Indian Mutual Fund Tracker by Motilal Oswal Financial Services.
This reduction in exposure by mutual funds raises an important question for investors—should they interpret this as a warning sign or as an opportunity to accumulate the sector for the long term?
