After consistently reducing exposure to Indian equities up until the March 2025 quarter, Foreign Institutional Investors (FIIs) made a notable comeback in the June 2025 quarter by becoming net buyers.
According to NSDL data, they made a net investment of ₹38,668 crore in Indian stocks during the April to June quarter. However, this shift in equity buying was accompanied by a sharp sell-off in debt instruments, resulting in an overall net FII inflow of just ₹3,197 crore by the end of June 2025. In the month of July, FIIs sold equity of ₹17,741 crore.
Despite the ongoing trade war, FIIs increasing their equity exposure signals renewed confidence in a few selected stocks.
Interestingly, during the June quarter, FIIs aggressively bought into certain companies. Let’s take a look at the Nifty 500 stocks that saw this surge in FII interest.
Vishal Mega Mart, a hypermarket chain offering apparel, groceries, and electronics saw a jump in FII stake from 7.03% to 12.85%, marking a 5.82% rise. The company, listed on December 18, 2024, has delivered a 20.2% revenue growth YoY in FY25.
KFin Technologies, A financial services and investor solutions platform with operations in India and Southeast Asia, recorded a 5.25% rise in FII stake, now at 27.81%. Over five years, revenue CAGR stood at 17.79%. The company’s equity mutual fund AAUM market share rose from 28.8% in FY20 to 33.% in FY25.
Indegene, a healthcare solutions provider serving global life sciences firms, saw its FII holding rise by 4.8%, taking it to 10.04%. The company clocked a strong 24.06% CAGR in revenue over five years, driven by its integrated services across analytics, medical, and regulatory segments.
IndusInd Bank, one of India’s top private banks by market cap witnessed a 4.15% increase in FII holding to 33.68%. After correcting for governance and accounting lapses in Q4 FY25, the bank has reset its books and is set for a cleaner FY26, with over 40 million customers nationwide.
Capri Global, an NBFC active in MSME lending, housing finance, gold loans, and more, saw FII ownership rise from 0.98% to 4.72%—a 3.74% increase. The company posted a 34.53% revenue CAGR in five years, with FY25 highlights including 42% YoY total income growth and 131% PAT increase.
Disclaimer: The article is for informational purposes only and not an investment advice.