The last instance of net selling was in April 2023, when mutual funds sold over Rs 4,532 crore in local equities. Prior to this, they had remained net buyers for 34 consecutive months.
According to data from Motilal Oswal, in the Smallcap 100 basket, pharmaceuticals, industrials, consumer durables and financials accounted for a large part of the incremental buying.
At the equity scheme level, industry-wide cash holdings fell to Rs 1.35 lakh crore in January 2026 from Rs 1.49 lakh crore in December, a decline of Rs 13,705.87 crore.
To address concerns, market participants are seeking a calibrated approach, including joint consultations between the RBI, SEBI and broker associations.
Stocks to Watch, 16 Feb: Stocks like Ola Electric Mobility, Precision Wires India, Azad Engineering, Fortis Healthcare, Manappuram Finance, Lodha Developers, Deep Industries, Ashoka Buildcon, Aurobindo Pharma, Natco Pharma, Fractal Analytics, Aye Finance, and Jubilant Pharmova will be in focus on February 16.
If the bearish trend continues and the Nifty 50 decisively breaks Friday's low, a fall toward the 200 DMA (25,300) and the 200 EMA (25,200) cannot be ruled out. However, holding above the said low can increase the possibility of the index facing resistance at 25,500–25,700.
The market may see consolidation with range-bound trading, though the possibility of a rebound exists after Friday's steep fall. Below are some short-term trading ideas to consider.
According to experts, the Nifty 50 is expected to see consolidation with range-bound trading as long as it trades below the 26,000 mark. However, there is a possibility of a bounce back on Monday after Friday's sharp sell-off, with immediate resistance placed at 25,600–25,700.
Both Fractal Analytics, and Aye Finance IPO shares are not getting any premium in the grey market, the market observers said.
With IT and metals facing persistent structural and external headwinds, market leadership may rotate toward domestically oriented sectors such as banking, autos and select consumption-driven segments.
The emergence of selling pressure of Friday seems to have dampened the effort of bulls to make a comeback. The short-term negative chart pattern suggests more weaknesses in the coming sessions, says Nagaraj Shetti, Senior Technical Research Analyst at HDFC Securities.
Fractal Analytics' Rs 2,834-crore IPO received bids for 4.94 crore shares against 1.85 crore shares on offer.
Markets will also watch the Supreme Court’s ruling on Trump tariffs scheduled for February 20. The week ahead will be holiday-shortened with potentially thinner liquidity.
AI may well redefine productivity over the next decade. But markets do not price decades, they price cash flows. And in 2026, the story has shifted from growth at any cost to returns on capital deployed.
If global risk appetite improves and domestic earnings remain in the mid-teens range, India can deliver relative outperformance, though returns are likely to be more moderate than the previous post-pandemic surge, said Sonam Srivastava of Wright Research PMS.
Max Financial Services has delivered a horizontal trendline breakout on the daily chart, backed by steady follow-through and rising volumes, which strengthens the validity of the move said Sudeep Shah.
The Istanbul-based brokerage reported net income of 37.4 billion liras ($856 million) for the year, up from 531.7 million liras in 2024, according to an exchange filing late Friday.
Bank guarantees issued in favour of exchanges or clearing houses must be backed by at least 50 percent collateral, of which 25 percent must be in cash, and equity shares accepted as collateral will attract a minimum 40 percent haircut for prudential valuation.
Following the regulatory approval, the exchange will offer cash-settled monthly index futures and monthly index options on the new index.
Madhusudan Kela expects 10–12% annual market returns, says volatility is an entry point and backs AI themes for long-term equity gains.
The top holdings of the Parag Parikh Flexi Cap Fund remained concentrated in large-cap financials and defensives.
Use a covered call when you expect the stock to stay sideways or drift slightly higher.
FIIs sold equities worth Rs 4,019.09 crore during the week. In contrast, Domestic Institutional Investors (DIIs) extended support to the market, with net purchases of Rs 6,883.81 crore.
Q3 numbers show sales accelerating, profits expanding and, importantly, companies have lined up capex
The Dow Jones Industrial Average rose 48.95 points, or 0.10%, to 49,500.93, the S&P 500 gained 3.41 points, or 0.05%, to 6,836.17 and the Nasdaq Composite lost 50.48 points, or 0.22%, to 22,546.67.