Indian Investors Embrace Smart Strategies Amid Market Corrections
Indian investors are buying the dip and doing it smarter than ever: Sandipan Roy
The Economic TimesImage: The Economic Times
In 2026, Indian investors are adapting to market corrections with increased confidence, evidenced by a 50% surge in equity mutual fund inflows during a recent 11% market dip. With a focus on diversification and asset allocation, they are leveraging opportunities in gold, global equities, and private markets, according to Sandipan Roy, CIO at Motilal Oswal Private Wealth.
- 01Equity mutual fund inflows increased by 50% during a recent market correction.
- 02Asset allocation has become a mainstream practice among Indian investors.
- 03Private markets are gaining traction, with significant capital commitments.
- 04Roy recommends a balanced investment strategy focusing on largecaps, mid and smallcaps, international funds, and gold.
- 05Defence and capital markets are identified as long-term investment sectors.
Advertisement
In-Article Ad
In March 2026, Indian investors demonstrated resilience during a market correction, with equity mutual fund inflows rising from ₹26,000 crore to nearly ₹40,000 crore, marking a 50% increase. This trend reflects a shift in investor behavior, as they adopt more sophisticated strategies compared to previous years. Sandipan Roy, Chief Investment Officer at Motilal Oswal Private Wealth, noted that asset allocation has become a common practice, with multi-asset allocation funds surpassing ₹2 lakh crore in assets under management (AUM). Additionally, investments in gold ETFs have seen sustained inflows for 11 consecutive months, and international funds have grown significantly, indicating a broader diversification approach among investors.
Roy suggests a balanced investment strategy comprising 30% in largecaps, 30% in mid and smallcaps, 20% in international funds, and 20% split between gold and multi-asset funds. He emphasizes the importance of moderation in investment decisions, advising investors to scale up during pessimistic sentiments and pare back during optimistic periods. Furthermore, alternative investments are becoming central to high-net-worth individual (HNI) portfolios, with significant growth in private equity and credit vehicles. Roy identifies defence and capital markets as key sectors for long-term investment, driven by geopolitical uncertainties and the increasing financialization of Indian households.
Advertisement
In-Article Ad
This evolving investment landscape suggests that Indian investors are becoming more resilient and strategic, which could lead to more stable market conditions and increased capital flow into diverse sectors.
Advertisement
In-Article Ad
Reader Poll
Are you considering diversifying your investment portfolio?
Connecting to poll...
Read the original article
Visit the source for the complete story.


