- In July, consumer services recorded the highest net FPI investment at Rs 10,201 crore, with Rs 7,361 crore in the first half and Rs 2,840 crore in the second.
- Healthcare was the second-largest recipient, with net investment of Rs 7,731 crore in July, split as Rs 4,101 crore in the first half and Rs 3,630 crore in the second.
- Consumer durables saw buying accelerate, with total net investment of Rs 7,342 crore in July, including Rs 2,384 crore in the first half and Rs 4,958 crore in the second.
- Capital goods saw net FPI outflows of Rs 6,275 crore in July, while telecommunications recorded selling of Rs 5,725 crore and power saw net outflows of Rs 2,863 crore.
- Financial services, the largest sector in the FPI portfolio by assets under custody (AUC), recorded net selling of Rs 694 crore in July, with net buying of Rs 1,975 crore in the first half and net selling of Rs 2,669 crore in the second.
- Metals and mining attracted Rs 5,993 crore in the first half before FPIs sold a net Rs 1,056 crore in the second, leaving the sector with net inflows of Rs 4,937 crore for July.
- Information technology saw a sharp pickup in buying in the latter half, with net investment of just Rs 60 crore in the first fortnight and Rs 3,298 crore in the second, taking July inflows to Rs 3,358 crore.
Foreign Portfolio Investors (FPIs) made significant investments in July, particularly in consumer services, healthcare, and consumer durables.123
Consumer services led with a net investment of ₹10,201 crore, attracting ₹7,361 crore in the first half and ₹2,840 crore in the latter half.
Healthcare followed closely with ₹7,731 crore, with ₹4,101 crore in the first half and ₹3,630 crore in the second.
Consumer durables also saw a surge, with total investments reaching ₹7,342 crore after ₹2,384 crore in the first half and ₹4,958 crore in the second half.
In contrast, the capital goods sector experienced net outflows of ₹6,275 crore, while telecommunications faced selling of ₹5,725 crore.4
Financial services, despite being the largest sector by assets under custody, recorded a net selling of ₹694 crore for the month, with a shift from net buying of ₹1,975 crore in the first half to selling of ₹2,669 crore in the latter half.5
The metals and mining sector had a mixed month, attracting ₹5,993 crore in the first half but seeing a net outflow of ₹1,056 crore in the second, resulting in net inflows of ₹4,937 crore for July.6
Information technology also saw a notable increase in investments, with ₹3,298 crore added in the second half after just ₹60 crore in the first half, totaling ₹3,358 crore for the month.7
“Consumer services led with Rs 10,201 crore, while healthcare and durables followed at Rs 7,731 crore and Rs 7,342 crore. Financial services, the largest sector by AUC, saw net selling of Rs 694 crore, and capital goods outflows hit Rs 6,275 crore.”
