LIC’s Investment Share Price Declines as IT Stocks Lose Rs 42,500 Crore| Stock Market Today

The Life Insurance Corporation of India has witnessed a significant dip in the value of its investments in IT stocks over the past two months. Market movements and sectoral volatility contributed to a sharp decline, reflecting broader concerns in the IT space.

Market Performance

The IT sector, long considered a stable contributor to portfolios, has struggled in 2026. The Nifty IT index, tracking the sector, has extended its losses for the fifth consecutive session as of February 24.

• Nifty IT Index: Fell 5% on February 24, 2026
• Monthly Losses: Nearly 21% decline so far in February
• Sector Trend: Biggest monthly drop since 2008

This slump has had a ripple effect on institutional investors, including LIC, highlighting the impact of sectoral disruptions on large portfolios.

Main News

LIC’s IT investments have declined by Rs 42,500 crore over the last two months, with key stocks taking the brunt of the erosion.

• Infosys & TCS: Combined losses of Rs 26,510 crore
• Other IT Stocks: LTI Mindtree, Tech Mahindra, Persistent Systems, HCL Tech, Coforge all saw declines ranging from 5.2% to 6.5%

The decline aligns with growing uncertainty in IT earnings amid technological shifts and market volatility.

Company Details

LIC’s equity investments remain diversified, with substantial exposure across sectors:

• Total Equity Portfolio (as of Dec 31, 2025): Rs 17.83 lakh crore
• IT Stocks Allocation: 12.43% (Rs 2.17 lakh crore)
• Financial Stocks Allocation: 26.52% (Rs 4.64 lakh crore)

Despite the recent losses in IT, LIC’s broad exposure to other sectors helps cushion the overall portfolio, though the impact on IT remains notable.

Summary of the Article

In essence, LIC’s investment share price has come under pressure due to sharp declines in the IT sector. The Rs 42,500 crore erosion over two months underscores the vulnerability of even large, well-diversified portfolios to sector-specific downturns.

• IT stocks have borne the maximum brunt, particularly Infosys and TCS.
• Sectoral indices like Nifty IT have faced multi-month lows.
• LIC’s diversified portfolio includes significant allocations to both IT and financial stocks.

For investors and market watchers, the key takeaway is the importance of monitoring sector-specific trends, even for giant institutions like LIC. The recent IT slump provides a clear snapshot of how swiftly market sentiment can shift and impact major holdings.

Source: Moneycontrol