FPI Movement Overview: May 16–31, 2025
Foreign Portfolio Investors (FPIs) significantly influence the stock market through sectoral shifts. This fortnightly report for May 16–31, 2025, tracks their capital allocation patterns. Overall FPI inflows during the period stood at ₹6,987 Crore.
Top 5 Sectors with the Highest FPI Inflows
Sector | FPI Inflow (₹ Cr) |
Telecom | 7,052 |
Services | 6,210 |
Capital Goods | 3,094 |
FMCG | 1,872 |
Chemicals | 475 |
The telecom sector emerged as the most favored investment destination for FPIs, attracting ₹7,052 Crore. Services and capital goods followed, reflecting optimism in domestic demand and industrial activity.
Top 5 Sectors with the Highest FPI Outflows
Sector | FPI Outflow (₹ Cr) |
IT | -2,725 |
Healthcare | -2,008 |
Power | -1,774 |
Consumer Services | -1,731 |
Auto | -1,509 |
The IT sector experienced the largest outflow of ₹2,725 Crore, possibly due to concerns about the global tech slowdown.
Percentage Change in Investment vs Previous AUC
This section of the fortnightly report highlights sectors that saw the most significant relative change in foreign portfolio allocation, measured against their previous Asset Under Custody (AUC).
Highest % Inflows (Compared to Previous AUC)
Sector | % Change |
Services | +3.98% |
Telecom | +2.12% |
Capital Goods | +0.88% |
FMCG | +0.48% |
Chemicals | +0.38% |
The services sector led the momentum, with an AUC increasing from ₹156,158 Crore to ₹161,268 Crore, representing a 3.98% surge, backed by ₹6,210 Crore of inflows.
Most significant % Outflows (Compared to Previous AUC)
Sector | % Change |
Power | -0.71% |
Realty | -0.59% |
Consumer Services | -0.58% |
Consumer Durables | -0.56% |
IT | -0.45% |
Power and Realty faced the steepest reductions in FPI holdings as investors rotated capital into growth-focused sectors.
FPI Weightage Shifts: Sectoral Realignment
This section of the fortnightly report captures changes in sectoral weightage in total FPI investment, revealing which sectors are gaining or losing investor interest.
Sectors Gaining Weightage
Sector | Change in Weightage |
Textiles | +0.15% |
Telecom | +0.14% |
Services | +0.07% |
Realty | +0.03% |
Power | +0.02% |
Textiles led the chart with a +0.15% increase in weightage, indicating emerging confidence in the sector.
Sectors Losing Weightage
Sector | Change in Weightage |
Auto | -0.30% |
Capital Goods | -0.25% |
Chemicals | -0.24% |
Construction | -0.13% |
Construction Materials | -0.11% |
The auto sector witnessed the steepest cut at -0.30%, marking the third consecutive fortnight of declining allocation.
Summary: Key Insights from This Fortnightly Report
- Total FPI inflows during May 16–31 stood at ₹6,987 Crore.
- Telecom led inflows in absolute terms; services led in percentage terms.
- IT and Power sectors saw the most significant outflows.
- Textiles, Telecom, and Services gained weightage in FPI allocations.
- Auto and Capital Goods sectors saw notable declines.
Monitoring such fortnightly reports is crucial for investors aiming to align with institutional flow trends and sectoral rotation patterns.
Source: NSDL
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