Fund Manager Explains why he is buying Big IT names | Says large acquisitions are a concern

Fund manager Sandeep Agarwal believes large-cap IT stocks could generate strong returns over the next few years. He expects enterprise AI to drive growth, with most of the efficiency gains (70–80%) already achieved. While revenue growth may remain modest over the next five years, he forecasts very high profitability for large IT companies and expects 13–18% EPS CAGR, which is why his fund is increasing exposure to large-cap IT stocks. He also notes that large acquisitions remain a key concern. #ITStocks #StockMarket #ArtificialIntelligence #EnterpriseAI #LargeCap #Investing #MutualFunds #Moneycontrol #MarketOutlook #Technology #EPS #Stocks #IndiaMarkets #Finance #Investment Moneycontrol is India’s leading financial portal, offering market news, expert analysis, and powerful tools. A part of Network18, moneycontrol.com is India’s most trusted destination for financial and business news. #live #livenews #latestnews #topnews #moneycontrol #moneycontrollive #businessnews #businessnewslive #stockmarket #stockmarket #sharemarketnews #stockmarketliveupdates Subscribe: https://bit.ly/moneycontrolyoutube Follow us: Visit https://www.moneycontrol.com/ Facebook: /moneycontrol Twitter: /moneycontrolcom Instagram: /moneycontrolcom