Strategy : FII Monthly Flow Tracker – July’25 By JM Financial Services
In Jul’25 FIIs were net sellers (to the tune of USD 2.9bn) while DIIs were net buyers (to the tune of USD 7.1bn) in the Indian equity market. Sectors which witnessed the highest FII outflows included IT (USD 2.3bn), BSFI (USD 671mn), Realty (USD 450mn), Auto (USD 412mn), O&G (USD 372mn) and Durables (USD 302mn), while sectors including Metals (USD 388mn), Services (USD 347mn), FMCG (USD 175mn), Telecom (USD 169mn) and Chemicals (USD 130mn), saw the highest inflows.
* FIIs turned net sellers as the month went on: In Jul’25, FIIs were net sellers to the tune of INR 247.2bn (USD 2.9bn) while the Nifty fell ~3% MoM, after a 3.1% rise in Jun’25. FIIs turned net sellers after four consecutive months of being net buyers. Until 10th July, FIIs were net buyers, purchasing equities to the tune of ~USD 0.4bn. They then turned net sellers post that, and offloaded Indian equities to the tune of USD 3.2bn over the rest of the month with a high quantum of selling seen towards the end of the month.
* IT, BFSI, Realty, Auto, O&G and Durables saw the largest FII outflows: Sectors that saw the highest outflows were IT (USD 2,285mn), BSFI (USD 671mn), Realty (USD 450mn), Auto (USD 412mn), O&G (USD 372mn) and Durables (USD 302mn).
* Metals, Services, FMCG, Telecom and Chemicals saw FII inflows: Metals saw inflows of USD 388mn in Jul’25, followed by Services at USD 347mn, FMCG at USD 175mn, Telecom at USD 169mn and Chemicals at USD 130mn.
* Top 5 sectoral holdings remain unchanged, while shareholding in IT and O&G see a fall: BFSI, IT, Oil & Gas, Auto and Pharma remained the top 5 sectors wherein FIIs held Indian equities. These 5 sectors in themselves add ~60% of FII assets in India. Of these, we saw a marginal sequential uptrend in Pharma and Auto, while IT and O&G saw a decrease. As a % of FII AUC in India, BFSI remained the highest at 31.6%, flat sequentially. FIIs turned net sellers of BFSI equities in Jul’25. IT services (the second highest) stood at 7.4%, declining from 8.2% in Jun’25. FIIs turned net sellers of IT Services equities in Jul’25.
Please refer disclaimer at https://www.jmfl.com/disclaimer
SEBI Registration Number is INM000010361
More News
Nifty opened on a flat note and traded with negative bias throughout the session - Jainam Sh...
