Year-to-date, FPIs have withdrawn Rs 1.2 lakh crore, whereas DIIs have infused Rs 3.4 lakh crore into the market.
As of April 8, 2025, DIIs held a net long position of 79,153 contracts in index futures, marking an all-time high. This surge surpasses previous highs observed during significant market events
Today, FII resumed their selling after turning back net buyers for the first time in a month in the last session.
The Sensex and Nifty plunged nearly 2 percent on February 28, dragged down by a broad-based sell-off as fears of a full-blown global trade war and a slowing U.S. economy unsettled investors. The rout wiped out Rs 8.8 lakh crore in market capitalization.
DII investments in 2024 have been around Rs 4.41 lakh crore with two more months to go
DIIs bought Rs 12,258 crore worth of shares and sold shares worth Rs 10,857 crore. Meanwhile, FIIs purchased Rs 13,393 crore in shares and offloaded equities worth Rs 16,621 during the trading session.
And DIIs took it all, with Rs 9,000 crore worth purchases in equities.
Indian equities are up 7 per cent since April taking the Mcap-to-GDP ratio into a modestly overvalued zone
The likes of Bajaj Holdings & Investment, Shriram Finance, and Deepak Nitrite led the pack in terms of market capitalisation
FPIs turned net buyers for the first time in July after nine straight months of massive net outflows, which started in October last year. Between October 2021 till June 2022, they sold a mammoth Rs 2.46 lakh crore in the Indian equity markets.
Domestic investment was backed by strong and sustained flows into mutual funds through systematic investment plans
Changes in FII shareholding suggest foreign investors prefer sectors that can gain from the pandemic and those which can bounce back quickly when the situation improves
Having run up swiftly over the last few months, pharma, metal, cement and auto stocks are already seeing profit-booking, say experts.
Historically, bulls have controlled the D-Street in the last six out of ten years in the month of June
The recent price structure of descending lows and peaks indicates immediate hurdles near the 9600-9700 zone.
Small-ticket consumer discretionary sector which have corrected can bounce back. Private banks have seen a sharp correction, and insurance companies should continue to see secular growth.
The Sensex and the Nifty hit a record high of 41,163 and 12,158, respectively, on November 28, and are less than 1 percent away from breaking into new territory.
Experts are of the view that investors should not worry too much on under-ownership of stocks by FIIs as many times it offers potential opportunity for them to top up and increase exposure in them in the future
The latest round of outflow came after foreign portfolio investors (FPIs) had poured in $7.77 billion in 2017, while DIIs had invested $14 billion during the same period, said a report by Morningstar Investment Adviser.
A look at top cues from domestic and international cues that could have a bearing on D-Street.
Stocks which hit fresh lifetime highs in April include names like HDFC, Maruti Suzuki, Kotak Mahindra Bank, Yes Bank, P&G, MRF, RBL Bank, Dalmia Bharat, Godrej Industries, Natco Pharma, IIFL Holdings, Future Retail, Jubilant Life Sciences, Exide etc.
Domestic institutional investors are still buying in a big way and a check with foreign institutional investors also suggests they see the recent market decline as a temporary blip and are keen to pick up quality stocks, says Harendra Kumar of Elara Capital.
Arora feels sectoral allocation makes sense only once the market stabilises. Till then, she will be looking at earnings visibility as a key indicator.
Mahesh Nandurkar, CLSA expects USD 15 billion annual inflows from domestic institutional investors. According to him, a potential pull out by oil money is a risk to FII flows.
There will be a very good mix of small and mid-sized IPO, coupled with a few large ones in 2016, says V Jayasankar of Kotak Investment Banking.