<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1775812117.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1775812117.png"/></p>
<p>根据印度共同基金协会周五的数据显示，3 月份印度股票共同基金的资金流入环比激增 56%，达到 4045 亿卢比（约合 43.6 亿美元），创下八个月来的新高，尽管围绕伊朗战争的不确定性影响了市场情绪，零售投资者仍持续向股票市场注入资金。</p>
<p>在这个月，由于中东冲突导致股市剧烈波动，数据显示零售投资者越来越多地利用市场下跌的机会来积累股票，进一步强化了印度市场向国内资金流入的结构性转变。</p>
<h2>定期投资计划的贡献和参与达到创纪录水平</h2>
<p>定期投资计划（SIP）仍然是资金流入的关键支柱，3 月份参与账户数量从 2 月份的 9440 万上升至 9720 万。</p>
<p>通过定期投资计划的月度贡献攀升至近 3210 亿卢比（约合 34.6 亿美元），反映出零售投资者的稳定和有序参与。</p>
<p>“资金流入的激增反映了零售投资者的持续参与、财年末的投资组合配置，以及投资者利用近期市场修正来增加股票投资的意愿，” 晨星投资研究印度的 Himanshu Srivastava 在路透社的报道中表示。</p>
<h2>中小型基金吸引强烈兴趣</h2>
<p>在基金类别中，中型和小型基金继续吸引强劲的资金流入。</p>
<p>中型基金的资金流入上升至创纪录的 606.4 亿卢比，而小型基金的流入则激增 61%，达到 626.4 亿卢比。</p>
<p>大型基金也见证了健康的资金流入，增长 42%，达到 299.8 亿卢比。</p>
<p>分析师表示，中小型股票近期的修正缓解了估值担忧，使这些板块对投资者更具吸引力。</p>
<h2>国内资金流入抵消外资抛售</h2>
<p>国内资金流入的韧性与外资投资者的持续抛售形成鲜明对比。</p>
<p>外资投资者在 3 月份抛售了创纪录的 127 亿美元的印度股票，反映出对原油价格上涨和地缘政治紧张局势对增长和盈利潜在影响的担忧。</p>
<p>基准指数 Nifty 50 和 Sensex 在本月分别下跌 11.3% 和 11.5%，创下六年来的最差表现，并确认了技术性修正。</p>
<p>更广泛的市场也出现下跌，小型和中型指数分别下跌 10.2% 和 10.9%。</p>
<p>尽管如此，国内投资者积极介入，缓解了外资流出的影响，稳定了市场。</p>
<h2>债券基金出现大幅流出，黄金需求降温</h2>
<p>债券共同基金在 3 月份记录了 2940 亿卢比的显著流出，而 2 月份的流入为 421 亿卢比。</p>
<p>与此同时，黄金交易所交易基金的流入急剧下降。</p>
<p>在 1 月份创下 2404 亿卢比的记录后，黄金 ETF 的流入在 3 月份降至 230 亿卢比，表明资金回流至股票市场。</p>
<p>ASK 投资管理公司的分析师表示，近期的修正改善了股票的中期前景，并指出市场通常在地缘政治冲击后迅速恢复，一旦条件稳定。</p>
<h2>市场因停火希望反弹</h2>
<p>印度股票在期末显示出复苏迹象，受到地缘政治紧张局势缓解的支持。</p>
<p>Nifty 50 上涨 1.16%，而 Sensex 在周五的交易中上涨 1.2%，将周度涨幅扩大至约 6.5%。</p>
<p>反弹帮助基准指数结束了六周的下跌趋势，表明投资者情绪可能正在稳定。</p>
<p>展望未来，市场方向可能取决于全球发展，特别是油价和地缘政治风险，尽管强劲的国内资金流入继续为外部冲击提供缓冲。</p>
<p>印度股票共同基金流入创八个月新高，投资者在伊朗战争下跌中买入的文章首次出现在 Invezz 上。</p>

印度 MSCI ETF - iShares

印度 ETF - WisdomTree

印度小盘股 MSCI ETF - iShares

<p>印度股票共同基金的资金流入在 3 月份环比激增 56%，达到 4045 亿印度卢比（约合 43.6 亿美元），创下八个月来的新高。这一增长主要受到零售投资者利用市场下跌机会的推动，尤其是在伊朗战争带来的不确定性中。系统投资计划（SIPs）的贡献创下新高，账户数量上升至 9720 万。尽管外国投资者在股票市场上出售了 127 亿美元，但国内资金流入提供了稳定支持。中小盘基金吸引了强烈的兴趣，而债券基金则面临显著的资金流出。市场在 3 月底显示出复苏迹象，地缘政治紧张局势的缓解为其提供了支持</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1775812117.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/04/image-1775812117.png"/></p>
<p>Inflows into Indian equity mutual funds surged 56% month-on-month to an eight-month high of 404.5 billion rupees ($4.36 billion) in March, as retail investors continued to pour money into equities even as uncertainties centring around the Iran war weighed on sentiment, data from the Association of Mutual Funds in India showed on Friday.</p>
<div class="lb-trans"><p>根据印度共同基金协会周五的数据显示，3 月份印度股票共同基金的资金流入环比激增 56%，达到 4045 亿卢比（约合 43.6 亿美元），创下八个月来的新高，尽管围绕伊朗战争的不确定性影响了市场情绪，零售投资者仍持续向股票市场注入资金。</p>
</div><p>As the month witnessed sharp swings in stock markets due to the Middle East conflict, the data suggests that retail investors are increasingly using market dips as an opportunity to accumulate equities, reinforcing the structural shift toward domestic flows in Indian markets.</p>
<div class="lb-trans"><p>在这个月，由于中东冲突导致股市剧烈波动，数据显示零售投资者越来越多地利用市场下跌的机会来积累股票，进一步强化了印度市场向国内资金流入的结构性转变。</p>
</div><h2>SIP contributions and participation hit record levels</h2>
<div class="lb-trans"><h2>定期投资计划的贡献和参与达到创纪录水平</h2>
</div><p>Systematic Investment Plans remained a key pillar of inflows, with the number of contributing accounts rising to 97.2 million in March from 94.4 million in February.</p>
<div class="lb-trans"><p>定期投资计划（SIP）仍然是资金流入的关键支柱，3 月份参与账户数量从 2 月份的 9440 万上升至 9720 万。</p>
</div><p>Monthly contributions through SIPs climbed to a record nearly 321 billion rupees ($3.46 billion), reflecting steady and disciplined retail participation.</p>
<div class="lb-trans"><p>通过定期投资计划的月度贡献攀升至近 3210 亿卢比（约合 34.6 亿美元），反映出零售投资者的稳定和有序参与。</p>
</div><p>“The surge in inflows reflects sustained retail engagement, financial year-end portfolio allocations, and investors using recent market corrections to deploy incremental capital into equities,” said Himanshu Srivastava of Morningstar Investment Research India in a Reuters report.</p>
<div class="lb-trans"><p>“资金流入的激增反映了零售投资者的持续参与、财年末的投资组合配置，以及投资者利用近期市场修正来增加股票投资的意愿，” 晨星投资研究印度的 Himanshu Srivastava 在路透社的报道中表示。</p>
</div><h2>Mid and small-cap funds attract strong interest</h2>
<div class="lb-trans"><h2>中小型基金吸引强烈兴趣</h2>
</div><p>Among fund categories, mid-cap and small-cap funds continued to draw robust inflows.</p>
<div class="lb-trans"><p>在基金类别中，中型和小型基金继续吸引强劲的资金流入。</p>
</div><p>Flows into mid-cap funds rose to a record 60.64 billion rupees, while small-cap funds saw inflows jump 61% to 62.64 billion rupees.</p>
<div class="lb-trans"><p>中型基金的资金流入上升至创纪录的 606.4 亿卢比，而小型基金的流入则激增 61%，达到 626.4 亿卢比。</p>
</div><p>Large-cap funds also saw healthy inflows, rising 42% to 29.98 billion rupees.</p>
<div class="lb-trans"><p>大型基金也见证了健康的资金流入，增长 42%，达到 299.8 亿卢比。</p>
</div><p>Analysts said the recent correction in mid and small-cap stocks has eased valuation concerns, making these segments more attractive to investors.</p>
<div class="lb-trans"><p>分析师表示，中小型股票近期的修正缓解了估值担忧，使这些板块对投资者更具吸引力。</p>
</div><h2>Domestic flows offset foreign selling</h2>
<div class="lb-trans"><h2>国内资金流入抵消外资抛售</h2>
</div><p>The resilience in domestic inflows stands in contrast to continued selling by foreign portfolio investors.</p>
<div class="lb-trans"><p>国内资金流入的韧性与外资投资者的持续抛售形成鲜明对比。</p>
</div><p>FPIs offloaded a record $12.7 billion worth of Indian equities in March, reflecting concerns over rising crude oil prices and the potential impact of geopolitical tensions on growth and earnings.</p>
<div class="lb-trans"><p>外资投资者在 3 月份抛售了创纪录的 127 亿美元的印度股票，反映出对原油价格上涨和地缘政治紧张局势对增长和盈利潜在影响的担忧。</p>
</div><p>Benchmark indices Nifty 50 and Sensex fell 11.3% and 11.5%, respectively, during the month, marking their worst performance in six years and confirming a technical correction.</p>
<div class="lb-trans"><p>基准指数 Nifty 50 和 Sensex 在本月分别下跌 11.3% 和 11.5%，创下六年来的最差表现，并确认了技术性修正。</p>
</div><p>Broader markets also declined, with small-cap and mid-cap indices dropping 10.2% and 10.9%, respectively.</p>
<div class="lb-trans"><p>更广泛的市场也出现下跌，小型和中型指数分别下跌 10.2% 和 10.9%。</p>
</div><p>Despite this, domestic investors stepped in aggressively, cushioning the impact of foreign outflows and stabilising markets.</p>
<div class="lb-trans"><p>尽管如此，国内投资者积极介入，缓解了外资流出的影响，稳定了市场。</p>
</div><h2>Debt funds see sharp outflows, gold demand cools</h2>
<div class="lb-trans"><h2>债券基金出现大幅流出，黄金需求降温</h2>
</div><p>Debt mutual funds recorded significant outflows of 2,940 billion rupees in March, compared with inflows of 421 billion rupees in February.</p>
<div class="lb-trans"><p>债券共同基金在 3 月份记录了 2940 亿卢比的显著流出，而 2 月份的流入为 421 亿卢比。</p>
</div><p>Meanwhile, inflows into gold exchange-traded funds declined sharply.</p>
<div class="lb-trans"><p>与此同时，黄金交易所交易基金的流入急剧下降。</p>
</div><p>After hitting a record 240.4 billion rupees in January, gold ETF inflows dropped to 23 billion rupees in March, indicating a shift back toward equities.</p>
<div class="lb-trans"><p>在 1 月份创下 2404 亿卢比的记录后，黄金 ETF 的流入在 3 月份降至 230 亿卢比，表明资金回流至股票市场。</p>
</div><p>Analysts at ASK Investment Managers said the recent correction has improved the medium-term outlook for equities, noting that markets typically recover quickly from geopolitical shocks once conditions stabilise.</p>
<div class="lb-trans"><p>ASK 投资管理公司的分析师表示，近期的修正改善了股票的中期前景，并指出市场通常在地缘政治冲击后迅速恢复，一旦条件稳定。</p>
</div><h2>Markets rebound on ceasefire hopes</h2>
<div class="lb-trans"><h2>市场因停火希望反弹</h2>
</div><p>Indian equities showed signs of recovery toward the end of the period, supported by easing geopolitical tensions.</p>
<div class="lb-trans"><p>印度股票在期末显示出复苏迹象，受到地缘政治紧张局势缓解的支持。</p>
</div><p>The Nifty 50 rose 1.16%, and the Sensex gained 1.2% in Friday’s session, extending weekly gains to about 6.5%.</p>
<div class="lb-trans"><p>Nifty 50 上涨 1.16%，而 Sensex 在周五的交易中上涨 1.2%，将周度涨幅扩大至约 6.5%。</p>
</div><p>The rebound helped the benchmarks snap a six-week losing streak, suggesting that investor sentiment may be stabilising.</p>
<div class="lb-trans"><p>反弹帮助基准指数结束了六周的下跌趋势，表明投资者情绪可能正在稳定。</p>
</div><p>Going ahead, market direction is likely to hinge on global developments, particularly oil prices and geopolitical risks, even as strong domestic inflows continue to provide a cushion against external shocks.</p>
<div class="lb-trans"><p>展望未来，市场方向可能取决于全球发展，特别是油价和地缘政治风险，尽管强劲的国内资金流入继续为外部冲击提供缓冲。</p>
</div><p>The post India equity MF inflows hit 8-month high as investors buy Iran war dip appeared first on Invezz</p>
<div class="lb-trans"><p>印度股票共同基金流入创八个月新高，投资者在伊朗战争下跌中买入的文章首次出现在 Invezz 上。</p>
</div>

由于投资者在伊朗战争期间逢低买入，印度股票共同基金的资金流入达到 8 个月来的最高点