Quant – The Outlanders – Monthly sector-wise FPI/FII flows – Jul’26
Published on 04 Aug 2026
Over Jan'26-Jul'26, sectoral flows remained highly selective, with Metals & Mining and Capital Goods emerging as key beneficiaries of foreign inflows, while Financial Services, IT, FMCG and Auto Components faced persistent selling. Jul'26 marked a sharp recovery in FII/FPI sentiment, with total flows turning positive at INR136.1bn against outflows of INR539.1bn in Jun'26. 11 out of the 18 sectors recorded net inflows, led by Consumer Services (INR73.6bn), Metals & Mining (INR59.9bn), Healthcare (INR41.0bn), Services (INR24.1bn), Consumer Durables (INR23.8bn) and Realty (INR20.7bn). Financial Services remained positive for the second consecutive month, recording inflows of INR19.8bn after INR33.7bn in Jun'26, indicating continued improvement in sentiment despite the quantum of inflows. However, FIs continued to reduce exposure to Automobile & Auto Components, Capital Goods, Telecommunication, Power and FMCG, which remained the key laggards during the month.
