Fpis dump defensives like it, pharma, fmcg; Throw money into auto's, Capital Goods, Metal in September

Foreign portfolio investors (FPIs) expanded their sales line in September 2025 and downloaded the Indian shares for a third consecutive month as they moved capital to markets with cheaper valuations. Data from the National Securities Depository Ltd (NSDL) showed net FPI outflow of £ 23,885 from Indian shares in September, which took the total outflow in the calendar year to October 7 to more than 1.61 Lakh Crore. Increased US tariff tensions, a recent increase in H-1B visa fees, have the Indian stock market valuations, poor earnings growth, and a depreciation rupee has urged overseas investors to become risk behavior. It is striking that FPIs had exposure to defensive sectors such as IT, Pharma and FMCG, while selectively contributing to cyclical products such as car, capital goods and metals. “Increased share scents in India compared to other emerging markets have caused the profit discussion and capital condition, which resulted in the third consecutive month of net selling within the Indian stock market. However, it is, however, that investors continue to engage in the primary market, and thus increase their allocation to new sectors, directing the conditions. Top sectors FPIs bought in September 2025, the car and auto parts sector emerged as the largest beneficiary of FPI inflow in September, with investors pumping £ 3.641 in the sector. 3.010 crore of FPIs attracted, which reflects the optimism around India’s manufacturing pressure, higher government and private Capex and rising order books. The second half of the month. Despite some volatility in the middle of the month, FPIs in the financial services sector remained modestly positive, with inflow worth £ 992. Most sold in September 2025’s healthcare sector, the sales list above the sales list, with FPIs withdrawing £ 6,122 crore amid concerns about Trump tariffs. Information Technology (IT) sector still sells pressure, with £ 6,050 crore in the outflow amid concerns about the rise in H -1B visa fees. £ 1,092 crore, which increased to £ 3,110 crore in the second half of the month. crore), telecommunications (£ 2.422 crore) and the sectors of £ 2,259 crore. Main investment strategist, Geojit Investments, said that the FII strategy to sell in India and moving the money to other markets paid rich dividends to FIIs, as India has underperformed most markets over the past one year with one year return on a negative territory. Now that the valuation difference has dropped and the Indian earnings are likely to improve in FY27, FIIs are likely to sell the slowdown, “says Vijayakumar. Disclaimer: The views and recommendations above are those of individual analysts or brokerage companies, and not of currency. We advise investors to check with certified experts.