4 Fundamentally Strong Stocks Where DIIs Increased Stake by up to 3% to Keep on Your Radar

Synopsis: Institutional investors are quietly increasing exposure to select large-cap stocks across healthcare, banking, quick commerce and real estate, signaling strong long-term confidence despite near-term market uncertainties and sector-specific challenges.

Domestic Institutional Investors have been steadily increasing their stakes in some of India’s most closely watched large-cap stocks. While retail sentiment has remained cautious amid volatile market conditions, DIIs appear to be taking a contrarian stance – accumulating shares in fundamentally sound businesses that span healthcare, banking, real estate, and consumer services. This quiet build-up often precedes broader market re-rating and is seen as a reliable signal of long-term confidence.

These four companies share a common thread – dominant market positions, strong balance sheets, consistent revenue visibility, and sectoral tailwinds that make them attractive for patient capital. Whether it is a debt-light structure, a monopoly-like presence in their respective industries, or a robust growth runway backed by India’s consumption and infrastructure story, each of these businesses offers institutional investors the kind of quality they seek during uncertain times.

Apollo Hospitals Enterprise

Apollo Hospitals is India’s largest integrated healthcare provider, operating hospitals, pharmacies, and diagnostic centres. It is also expanding its digital health platform, Apollo 24/7, across the country. It has a market cap of Rs. 1,12,641 Crore and closed at price of Rs. 7834.

Apollo Hospitals saw DII holding rise from 21.50% to 22.76%, a jump of 1.26%. As India’s largest private healthcare network, Apollo benefits from rising healthcare spending, a premium brand, and an expanding digital health vertical. Its consistent improvement in EBITDA margins and a growing diagnostics and pharmacy business make it a structural compounder in the healthcare space.

Eternal

Eternal is the parent company of Zomato and Blinkit, operating in food delivery and quick commerce. It is one of India’s fastest-growing consumer internet businesses by order volumes. It has a market cap of Rs. 2,46,180 Crore and closed at price of Rs. 255.

DII stake in Eternal moved up from 32.61% to 35.88%, an increase of 3.27%. The company operates in India’s fast-growing quick commerce and food delivery segment – a space that is witnessing strong order volume growth and improving unit economics. With a dominant market position and an expanding dark store network, institutional investors appear to be betting on the long runway ahead as consumption habits shift decisively online.

HDFC Bank 

HDFC Bank is India’s largest private sector lender by assets, offering retail, wholesale, and digital banking services. It completed its landmark merger with parent HDFC Ltd in 2023. It has a market cap of Rs. 12,16,525 Crore and closed at price of Rs. 790.

The most significant accumulation was seen in HDFC Bank, where DII holding jumped 3.14% – from 37.00% to 40.14%. India’s largest private sector lender continues to consolidate its post-merger integration with HDFC Ltd, and the increasing DII stake reflects confidence in its credit growth trajectory, improving deposit mix, and best-in-class asset quality metrics. A bank of this scale and pedigree rarely sees such sharp institutional accumulation in a short window.

DLF Limited

DLF is India’s largest listed real estate developer, with a strong presence in premium residential and commercial projects. Its rental arm, DCCDL, adds a steady annuity income stream. It has a market cap of Rs. 1,47,281 Crore and closed at a price of Rs. 595.

DII holding in DLF rose from 5.78% to 6.94%, up 1.16%. India’s premier real estate developer is riding a strong upcycle in premium residential demand, particularly in Delhi-NCR. With a robust launch pipeline, healthy collections, and a growing annuity income base through its rental arm DLF Cyber City Developers, the company offers a blend of growth and stability that is drawing renewed institutional interest.

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