October Fortnight Review: DIIs & MFs Stay Resilient as FPIs Return to Buying
FPIs Turn Selective Buyers in October – FPIs turned active in cyclical and financial sectors during the first half of October 2025, led by strong inflows into Financial Services (₹8,276 Cr), Automobile & Auto Components (₹1,560 Cr) and Metals & Mining (₹1,395 Cr). Buying interest also extended to Power (₹1,103 Cr) and Oil & Gas (₹1,086 Cr), reflecting confidence in core and growth-linked segments, while Construction (₹641 Cr), Services (₹234 Cr), and Media & Entertainment (₹87 Cr) saw modest participation.
FPI Selling Focused on FMCG and IT – On the flip side, FPIs trimmed holdings in FMCG (₹2,992 Cr) and Healthcare (₹2,739 Cr), extending pressure on defensive and consumption-driven sectors. Selling was also evident in Information Technology (₹1,927 Cr) and Consumer Services (₹1,785 Cr), while Capital Goods (₹851 Cr), Realty (₹807 Cr) and Chemicals (₹316 Cr) saw moderate outflows.
FPIs Turn Buyers in October – Foreign Portfolio Investors (FPIs) turned net buyers in Indian equities during the first half of October 2025, reversing three straight months of selloff. They invested ₹3,631 Cr into equities, supported by easing global risk sentiment, softening U.S. yields and rate cut expectations by major central banks — signaling renewed optimism toward India’s growth outlook. FPIs also infused ₹6,657 Cr into debt, extending their preference for fixed income assets amid attractive real yields and bond index inclusion prospects. The steady debt inflows highlight a tactical shift toward stability and yield-driven opportunities.
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