Sector Allocation Shifts by AMCs – June Overview
🔼 Increased Allocation:
NBFCs: +85 bps
Retail: +15 bps
Telecom: +12 bps
Consumer Durables: +12 bps
🔽 Reduced Allocation:
Private Banks: -53 bps
IT: -30 bps
Utilities: -23 bps
Auto: -20 bps
Fund managers favored NBFCs and consumer-facing sectors, while trimming exposure to banks, tech, and utilities.
🔼 Increased Allocation:
NBFCs: +85 bps
Retail: +15 bps
Telecom: +12 bps
Consumer Durables: +12 bps
🔽 Reduced Allocation:
Private Banks: -53 bps
IT: -30 bps
Utilities: -23 bps
Auto: -20 bps
Fund managers favored NBFCs and consumer-facing sectors, while trimming exposure to banks, tech, and utilities.
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