Foreign portfolio investors invested ₹33,487 crore across 15 sectors during February 1-15, marking the highest fortnightly purchases since the second half of April 2025. The flow pattern indicated a clear rotation away from services-heavy segments toward capital-intensive and domestic-economy-linked sectors.
Capital goods emerged as the biggest beneficiary with ₹8,032 crore inflow, sharply higher than ₹2,761 crore in January. A government stake sale worth ₹4,470 crore also supported allocations. The sector had earlier underperformed the broader market and the absence of adverse policy developments encouraged reallocation.
Financial services attracted ₹6,175 crore after witnessing selling of ₹8,592 crore in January. Strong third-quarter earnings from banks and financial institutions revived investor interest even though valuations remained relatively elevated.
Oil, gas and consumable fuels recorded ₹4,678 crore buying following ₹940 crore selling in January and ₹8,431 crore inflow earlier in 2025. Metals and mining received ₹3,279 crore compared with ₹11,526 crore in January and ₹4,661 crore in 2025.
Power stocks saw ₹3,272 crore inflow after ₹1,867 crore outflow in January, although the sector had faced heavy selling of ₹26,522 crore earlier in 2025.
Foreign investors sold ₹13,812 crore across eight sectors during the period, with information technology alone accounting for ₹10,956 crore outflows. The sector has seen nearly ₹75,000 crore selling in 2025 amid concerns over artificial-intelligence-led disruption in outsourcing models. The IT index has declined about 15% this year compared with a 2.6% fall in the benchmark index.
FMCG recorded ₹1,182 crore outflow following ₹7,497 crore selling in January and ₹36,786 crore earlier in 2025. Healthcare saw an outflow of ₹ 1,051 crore after selling ₹ 6,162 crore in January and ₹24,967 crore in 2025.
Consumer durables witnessed ₹434 crore selling compared with ₹1,050 crore in January and ₹21,369 crore in 2025. Telecommunication remained negative with ₹106 crore outflow after ₹4,777 crore selling in January, despite receiving ₹48,222 crore inflow earlier in 2025.
The data highlights a decisive shift toward capital goods, financials, energy and infrastructure-linked segments, while technology and consumption-oriented sectors remain under pressure.
| Sector | Feb 1-15 | Jan 2026 | 2025 |
| NET INFLOW | |||
| Capital Goods | 8,032 | 2,761 | -2,581 |
| Financial Services | 6,175 | -8,592 | -14,903 |
| Oil, Gas & Consumable Fuels | 4,678 | -940 | 8,431 |
| Metals & Mining | 3,279 | 11,526 | 4,661 |
| Power | 3,272 | -1,867 | -26,522 |
| NET OUTFLOW | |||
| Information Technology | -10,956 | -1,835 | -74,698 |
| FMCG | -1,182 | -7,497 | -36,786 |
| Healthcare | -1,051 | -6,162 | -24,967 |
| Consumer Durables | -434 | -1,050 | -21,369 |
| Telecommunication | -106 | -4,777 | 48,222 |
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