FII Sector Inflows and Outflows: Where Foreign Money is Moving
Track the latest fortnight and 1-year FII flows across Indian sectors to see where foreign investors are increasing exposure and where selling pressure remains high.
FII sector flows show a mixed picture, with Sovereign and Metals & Mining leading 1-year inflows. Financial Services, IT, FMCG and Auto remain under pressure, despite fresh fortnight buying in several sectors.
Foreign Institutional Investors (FIIs) are reshuffling their portfolios across Indian sectors. This article breaks down the latest sector-wise FII net flows, highlighting short-term fortnight trends and long-term 1-year cumulative shifts against overall Assets Under Management (AUM).
Tracking sector-wise foreign money flow shows you exactly where big global investors are putting their cash. In the Indian stock market, when FIIs pump money into a specific sector, it often triggers a strong rally.
Looking at their 15-day flows helps you catch quick, short-term market moves, while their 1-year data reveals the big industries they truly trust for long term investing. Keeping eyes on this data makes it easy for you to see which sectors are in high demand and which ones are facing continuous selling pressure.
Key Takeaways for You
-
Sovereign & Metals Lead 1-Year Inflows: Foreign investors recorded the highest 1-year net inflow in the Sovereign category at ₹1,06,671 crore, followed by Metals & Mining at ₹29,106 crore. Both sectors also saw buying in the latest fortnight.
-
Short-Term Buying in Sectors Facing 1-Year Outflows: Financial Services (+₹2,462 crore), Consumer Services (+₹7,361 crore) and Healthcare (+₹4,101 crore) saw net FII buying in the latest fortnight despite recording net outflows over the past year.
-
Auto & FMCG See Continued Selling: FIIs remained net sellers in Automobiles and Auto Components (-₹6,936 crore fortnight / -₹38,944 crore 1Y) and FMCG (-₹1,106 crore fortnight / -₹46,908 crore 1Y), indicating continued selling pressure in both sectors..
Methodology & Dataset Overview
This analysis evaluates Sector-wise Foreign Portfolio/Institutional Investor (FII) net flows across two critical dimensions:
-
Short-Term Shift: Net inflows and outflows over the latest reported fortnight.
-
Long-Term Trend: Cumulative net flows over a trailing 1-year period compared against the sector's total share in FII Assets Under Management (% of AUM).
1. Sector-wise FII Exposure Ranked by Total AUM
The table below outlines how foreign institutional capital is distributed across Indian sectors, alongside recent fortnight buying and 1-year cumulative flows.
|
S.No. |
Sector |
% of FII AUM |
Latest Fortnight Net Flow (₹ Cr) |
1-Year Net Flow (₹ Cr) |
|---|---|---|---|---|
|
1 |
Financial Services |
28.0% |
+2,462 |
-1,44,871 |
|
2 |
Healthcare |
6.8% |
+4,101 |
-31,466 |
|
3 |
Capital Goods |
6.5% |
-2,657 |
+22,364 |
|
4 |
Automobile and Auto Components |
6.5% |
-6,936 |
-38,944 |
|
5 |
Oil, Gas & Consumable Fuels |
6.1% |
+228 |
-18,845 |
|
6 |
Sovereign |
5.2% |
+10,688 |
+1,06,671 |
|
7 |
Telecommunication |
5.0% |
-2,452 |
+277 |
|
8 |
Information Technology |
4.7% |
+60 |
-78,010 |
|
9 |
Others |
4.3% |
+316 |
+43,747 |
|
10 |
Fast Moving Consumer Goods (FMCG) |
3.9% |
-1,106 |
-46,908 |
|
11 |
Metals & Mining |
3.8% |
+5,993 |
+29,106 |
|
12 |
Power |
3.6% |
-1,304 |
-13,407 |
|
13 |
Consumer Services |
3.5% |
+7,361 |
-18,053 |
|
14 |
Services |
2.7% |
+2,353 |
+6,895 |
|
15 |
Consumer Durables |
2.4% |
+2,384 |
-11,236 |
|
16 |
Realty |
2.0% |
+2,192 |
-15,823 |
|
17 |
Chemicals |
1.6% |
-114 |
-2,167 |
|
18 |
Construction |
1.6% |
+366 |
-635 |
|
19 |
Construction Materials |
1.4% |
+1,574 |
-10,530 |
|
20 |
Textiles |
0.3% |
+248 |
-2,305 |
|
21 |
Media, Entertainment & Publication |
0.1% |
-289 |
-1,731 |
|
22 |
Diversified |
0.1% |
+29 |
-111 |
|
23 |
Utilities |
0.0% |
+119 |
+102 |
|
24 |
Forest Materials |
0.0% |
-11 |
-108 |
2. Sector-wise FII Exposure Ranked by 1-Year Net Flows
The table below reorganizes the data to highlight which sectors have witnessed the largest cumulative net inflows versus heavy multi-month pullbacks over the past 1 year.
|
S.No. |
Sector |
1-Year Net Flow (₹ Cr) |
Latest Fortnight Net Flow (₹ Cr) |
% of FII AUM |
|---|---|---|---|---|
|
1 |
Sovereign |
+1,06,671 |
+10,688 |
5.2% |
|
2 |
Others |
+43,747 |
+316 |
4.3% |
|
3 |
Metals & Mining |
+29,106 |
+5,993 |
3.8% |
|
4 |
Capital Goods |
+22,364 |
-2,657 |
6.5% |
|
5 |
Services |
+6,895 |
+2,353 |
2.7% |
|
6 |
Telecommunication |
+277 |
-2,452 |
5.0% |
|
7 |
Utilities |
+102 |
+119 |
0.0% |
|
8 |
Forest Materials |
-108 |
-11 |
0.0% |
|
9 |
Diversified |
-111 |
+29 |
0.1% |
|
10 |
Construction |
-635 |
+366 |
1.6% |
|
11 |
Media, Entertainment & Publication |
-1,731 |
-289 |
0.1% |
|
12 |
Chemicals |
-2,167 |
-114 |
1.6% |
|
13 |
Textiles |
-2,305 |
+248 |
0.3% |
|
14 |
Construction Materials |
-10,530 |
+1,574 |
1.4% |
|
15 |
Consumer Durables |
-11,236 |
+2,384 |
2.4% |
|
16 |
Power |
-13,407 |
-1,304 |
3.6% |
|
17 |
Realty |
-15,823 |
+2,192 |
2.0% |
|
18 |
Consumer Services |
-18,053 |
+7,361 |
3.5% |
|
19 |
Oil, Gas & Consumable Fuels |
-18,845 |
+228 |
6.1% |
|
20 |
Healthcare |
-31,466 |
+4,101 |
6.8% |
|
21 |
Automobile and Auto Components |
-38,944 |
-6,936 |
6.5% |
|
22 |
Fast Moving Consumer Goods (FMCG) |
-46,908 |
-1,106 |
3.9% |
|
23 |
Information Technology (IT) |
-78,010 |
+60 |
4.7% |
|
24 |
Financial Services |
-1,44,871 |
+2,462 |
28.0% |
Conclusion
Sectoral money flow gives you actionable clarity on where global funds are reallocating capital across different market cycles. While large-cap sectors like Financials and IT show green shoots of buying in the latest fortnight, their 1-year numbers indicate that foreign investors remain selective.
Use these sectoral trends as a macro compass to identify emerging sectoral tailwinds and spot where foreign interest is turning positive.
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