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Equity mutual fund investments surge among Indian women

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Equity mutual fund investments surge among Indian women

New Delhi, Mar 8: Indian women investors are increasingly shifting towards equity mutual funds, with allocations rising sharply from about 10 per cent to 32 per cent over the past five years, according to a report released on Sunday.

The report by wealth management firm Equirus Wealth noted a significant change in investment preferences, as allocations to traditional fixed deposits declined from around 45 per cent to 20 per cent during the same period. At the same time, exposure to alternative investment assets such as Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs) increased from about 3 per cent to 7 per cent.

The findings are based on interactions with nearly 55,000 women investors and more than 100 relationship managers across different age groups. The report indicates a growing shift from conventional investments like fixed deposits, gold and property towards diversified portfolios aligned with long-term financial goals.

It also highlighted growing resilience among women investors, with nearly 75 to 90 per cent holding their investments during market corrections instead of exiting in panic. Around 55 per cent of investors even add capital selectively during market dips, reflecting stronger conviction in long-term investing.

 

Greater Kashmir