Major Indian mutual funds increased equity allocations in their October portfolios, according to recent filings. Large-cap and flexi-cap schemes led inflows, supported by steady SIP contributions from retail investors. Portfolio adjustments reflected sector rotation, with higher exposure to IT and pharma stocks, while banking allocations were slightly reduced amid selective profit-taking. Fund managers are balancing growth and stability, capitalizing on resilient sectors, and navigating market volatility. The trend underscores sustained investor interest in equities and active portfolio rebalancing across key segments.