The Indian stock market saw a dramatic fall on Monday, sending a wave of panic across Dalal Street. The Nifty tumbled over 3%, while the BSE Sensex nosedived by more than 2,200 points — making it one of the steepest single-day declines in recent times. Every sector was caught in the storm — metal, realty, auto, financial, and IT stocks all suffered significant losses.
It was a bloodbath, no doubt. But seasoned portfolio managers are urging calm, not chaos.
Despite the intensity of the selloff, portfolio management service (PMS) fund managers are advocating a long-term, strategic view. Instead of reacting emotionally to the market’s short-term madness, they are focusing on India’s broader growth story and advising investors to stay the course.
Fundamentals Over Fear
PMS fund managers emphasize that such corrections, although uncomfortable, are not unusual. In fact, they view it as an opportunity to “buy India” rather than flee in fear. Their message is clear: ignore the panic, trust the process, and stick with quality.
According to them, strong fundamentals continue to support India’s long-term growth outlook. Be it the demographic dividend, consumption potential, or structural reforms — India remains a compelling investment destination, especially for investors with multi-year horizons.
Why Panic Selling Can Be Dangerous
Reacting to sharp market corrections by liquidating portfolios is a classic investor mistake. Many fund managers point out that the biggest wealth in markets is often made by those who remain calm when others are fearful. Sharp declines, while painful, are sometimes the best entry points for disciplined investors.
“Short-term pain is temporary. Long-term gains come from staying invested in strong businesses,” one fund manager reportedly said.
Tactical Adjustments, Not Overhaul
Rather than completely overhauling portfolios, PMS managers are making tactical adjustments — shifting weightage, trimming overheated sectors, and increasing allocation to value opportunities. Their approach is not about predicting the bottom but preparing portfolios to thrive once stability returns.
This isn’t about timing the market. It’s about time in the market.
Final Thoughts
Yes, the Monday crash was unnerving. But for those managing crorepati portfolios — whether for HNIs or long-term investors — the advice is rooted in strategy, not sentiment. Buying into India’s story when markets are down, and fear is up, could make all the difference in long-term wealth creation.
When the market turns into a madhouse, it’s the calm voices that guide the way. And according to PMS fund managers, the path forward is not to run — but to realign, rebalance, and recommit to India’s growth story.
