₹10,000 Cr Out, ₹13,000 Cr In: Sectors where FIIs moved their money in November 2025

Foreign​‍​‌‍​‍‌​‍​‌‍​‍‌ investors were repeatedly altering the sectors they wanted to invest in throughout November. As a result, this caused visible contrasts in the inflows and outflows of funds. Just glancing at the figures is enough to see the sectors from which FIIs are gradually withdrawing and those in which they are investing more ​‍​‌‍​‍‌​‍​‌‍​‍‌liberally. Foreign​‍​‌‍​‍‌​‍​‌‍​‍‌ Institutional Investors (FIIs) have sold nearly Rs 10,000 crore from a few sectors, whereas bought close to Rs 13,000 crore in other sectors simultaneously.

Top Sectoral Outflows

Foreign​‍​‌‍​‍‌​‍​‌‍​‍‌ investors kept indecisively changing their Indian investment strategies in the second half of November. In the second half (16-30) of November, FIIs continued to be heavy sellers across most consumer-facing and cyclical sectors, and the trend becomes clearer when compared with the second half of October(16-31). 

FMCG outflows jumped sharply from Rs 1,267 crore in late October to Rs 2,722 crore in late November. Automobile & Auto Components also saw a bigger hit, with selling rising from Rs 593 crore in October to Rs 1,257 crore in November. Financial services, which had seen massive inflows of over Rs 5,000 crore in October, witnessed selling of Rs 1,137 crore in the second half of November. 

Consumer services followed a similar pattern, with outflows falling from Rs 1,677 crore to Rs 1,075 crore, but staying firmly in the negative zone. Sectors like realty, IT, chemicals, metals & mining and construction materials also faced huge selling in November. Overall, the numbers show that while the pace of selling cooled off in a few areas, FIIs remained cautious across most of the consumption and cyclical segments.

Top Sectoral Inflows

Telecom, which had seen strong inflows of Rs 2,087 crore in late October, recorded an even bigger buying figure of Rs 4,913 crore in the second half of November, showing clear institutional confidence in the sector. Oil & gas inflows buying slowed from Rs 8,043 crore in late October to Rs 4,177 crore in late November, indicating sustained interest in energy and fuel-linked businesses. 

Capital goods, too, strengthened, with inflows increasing from just Rs 169 crore in late October to a staggering Rs 1,707 crore by the end of November, reflecting bullishness around India’s capex cycle. The biggest positive shift came in consumer durables and healthcare, both sectors, which saw outflows of Rs 1,543 crore and Rs 365 crore, respectively in October, turned into net inflows of Rs 1,273 crore and Rs 743 crore in November, as FIIs might feel the valuations are attractive.

If we look at the data as a whole, it clearly shows that there has been a significant rotation going on: FIIs are cutting down on consumption-heavy sectors and taking up more infrastructure, energy, and core economy plays. The change of this move may be eventual, with global interest rates coming down and India getting ready for an important Union Budget; in fact, we could see this shift going on for another few months to come. 

There is no doubt that to investors the message is a loud and clear one whereby foreign money is becoming more selective and hence backing those sectors that have structural tailwinds, stronger earnings visibility and healthier balance sheets. Monitoring these flows may be a great source of useful hints as to where long-term institutional confidence could be ​‍​‌‍​‍‌​‍​‌‍​‍‌heading.

Written by Satyajeet Mukherjee

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