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SASI KUMAR SEBI RA

6th Aug · SEBI-Registered Analyst

FPI/FII Sector Rotation | July 2026 (Equity)

Net Buyers 🟢 • Consumer Services: +₹10,201 Cr • Healthcare: +₹7,755 Cr • Consumer Durables: +₹7,342 Cr • Metals & Mining: +₹4,937 Cr • IT: +₹3,358 Cr • Construction Materials: +₹2,445 Cr • Services: +₹2,404 Cr • Realty: +₹1,793 Cr • Chemicals: +₹418 Cr • Textiles: +₹454 Cr Net Sellers 🔴 • Capital Goods: -₹6,275 Cr • Telecommunication: -₹5,725 Cr • Automobiles: -₹4,564 Cr • Power: -₹2,863 Cr • Construction: -₹1,199 Cr • Financial Services: -₹694 Cr • FMCG: -₹628 Cr • Oil & Gas: -₹255 Cr • Media: -₹265 Cr So, FPIs didn't buy the market as a whole. They shifted money into sectors like Consumer Services, Healthcare and Consumer Durables, while reducing exposure to Capital Goods, Telecom and Automobiles. That's a clear sign of sector rotation, not broad-based buying.

#PersonalFinance#FundamentalViews#TrendingSectors#PsychologyofMoney#Post-ClosingCommentary
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