DIIs

Domestic institutional investors' ownership in NSE-listed firms climbed to 18.26% in September 2025, while FPIs' holdings dropped to a 13-year low of 16.71%, Prime Database said

The US could substantially slash tariffs on Indian exports as the two countries near a trade deal that could see New Delhi cutting oil purchases from Russia, according to reports

The Nifty Bank index touched a record high of 57,828.30 on Friday, surpassing its previous peak of 57,628.40 recorded on July 2, 2025

The strong domestic flow, meanwhile, offset the selling by foreign portfolio investors (FPIs) during CY25, who pulled out $23.3 billion (Rs 2.03 trillion) from the domestic equity markets.

In 2025 so far, Nifty and Sensex have risen by nearly 7 per cent, while gold and silver have rallied 53.09 per cent and 74.65 per cent, respectively

The near-record selling by foreign investors has come at a time when policymakers have already played their best cards, for now, analysts opine.

A balanced allocation to gold for crisis protection, bonds for stability, and quality equities for growth can help build resilient portfolios in CY25

Nifty and Sensex had closed at record levels on September 26, 2024, while the broader Mid and Small-cap gauges hit a record on September 24 last year

The NSE F&O data shows that FIIs open interest in index futures has declined by over 14 per cent from its peak; amid net purchases of contracts worth ₹7,737.41 crore in the last 8 trading sessions.

Kotak Securities said that $90 billion of DII inflows and a flat market show that flows alone don't drive markets

India remains under-owned: FIIs hold 19 per cent of equities, lagging emerging market averages and FIIs have broadened exposure into small-and mid-caps

DIIs' steady inflows, backed by retail investors and long-term capital, have made Indian markets more self-reliant and less vulnerable to global shocks

There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.

After an initial dip in Q3 and Q4 of FY25, we can now see volumes and client activity are starting to stabilise, says Gurpreet Sidana, chief executive officer at Religare Broking

Domestic institutional investors, led by mutual funds, have invested Rs 7.1 trillion in equities over the past year, cushioning markets from persistent FPI selling

Market outlook: We believe the market will reward companies that consistently deliver strong earnings growth, regardless of whether they are large-cap, mid-cap, or small-cap, says Ajay Khandelwal

Indian investors have understood that equities/mutual funds are the best way to beat inflation and participate in the structural growth story in a tax-efficient manner

DIIs - which include mutual funds, insurance companies, and pension funds -- poured $19.7 billion into Indian stocks last quarter, far ahead of the $5.4 billion invested by FIIs.

Stock Market Highlights on Tuesday, July 29, 2025: All sectoral indices ended in the green on Tuesday, with notable gains in metal, pharma, realty, oil & gas, and healthcare stocks

Stock Market Highlights on Monday, July 28, 2025: Barring Nifty FMCG and Pharma, all other sectoral indices on the NSE settled in the red, with the Nifty Realty index being the top laggard