For the past two years, foreign Institutional investors have remained net sellers of Indian equities, weighed down by rich valuations, relatively slower earnings growth, tariff and geopolitical uncertainties, a weakening rupee and the lure of AI-led opportunities in overseas markets. However, the tide appears to be turning, with FPIs pumping nearly ₹46,183 crore into Indian equities in the last six trading sessions since November. Against this backdrop, a bl.portfolio analysis of Capitaline data reveals how selective foreign investors have been: of the 8,009 listed companies, only 60 witnessed a consecutive increase in FII ownership in both the June and September 2026 quarters, pointing to pockets of sustained foreign investor conviction amid the broader market sell-off.
FII favourites: Top large-, mid-, small- and micro-cap stocks that saw rising ownership for two straight quarters
EXECUTIVE SUMMARY
For the past two years, foreign Institutional investors have remained net sellers of Indian equities, weighed down by rich valuations, relatively slower earnings growth, tariff and geopolitical uncertainties, a weakening rupee and the lure of AI-led opportunities in overseas markets. However, the tide appears to be turning, with FPIs pumping nearly ₹46,183 crore into Indian equities in the last six trading sessions since November. Against this backdrop, a bl.portfolio analysis of Capitaline data
Key Takeaways
- FII favourites: Top large-, mid-, small- and micro-cap stocks that saw rising ownership for two straight quarters.
- However, the tide appears to be turning, with FPIs pumping nearly ₹46,183 crore into Indian equities in the last six trading sessions since November.
- However, the tide appears to be turning, with FPIs pumping nearly ₹46,183 crore into Indian equities in the last six trading sessions since November.
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Published originally on The Hindu Business Line
