Why Fii’s Indian shares sell is not wrong: Samir Arora from Helios Capital explains

Foreign Institutional Investors (FIIs) are net sellers of Indian shares worth RS 1.16,617 Crore in 2025 so far, but it is no reason to worry, according to Samir Arora, founder and fund manager at Helios Capital Management. He tweeted that the FII who sells this year is not wrong with it and is a marginal herbalance.

Arora said that the FII sales accounts are only 2% of their portfolio, which is worth $ 750 billion. According to him, the right way to look at the data is to look at buying/selling not only in the secondary market, but also what that buys through initial public offers (IPOs) and qualified institutional placements (QIPs).

“Why only look at secondary data? FII display on India is better understood by their total investments- their buying/selling of shares plus their shares via IPOs and QIPs. Fii’s own around 750 billion USD of shares, mainly in old, large capnaments in the old, consumer and financial sector. He said nothing is wrong with this marginal.

Foreign Institutional Investors (FIIs) sold domestic shares worth RS 20,975 Crore in the first two weeks of 14 August. They sold shares worth RS 10,173 Crore last week.

The FIIs are four times net sellers until July on a monthly basis. January saw the highest amount of FII selling on RS 78,027 Crore and was followed by RS 34,574 CRORE SOLD OUT in February. In March and July – they sold shares worth RS 3,973 Crore and RS 17,741 Crore respectively. They were buyers in April, May and June on RS 4,223 Crore, RS 19,860 Crore and RS 14,590 Crore in June. Expert VK Vijayakumar, who is Chief Investment Strategist, Geojit Investments, sees Fii -Outstreams from India’s who have had the past six weeks. This underperformance is despite a huge DII that is helped by robust inflow into investment funds, he said. “The hard rates of Trump and the effort of relations between us and India have influenced the market feelings and, therefore, shorts have piled up the market. Influence on the market,” said Vijayakumar. Love Fii sales in IT shares has brought down the IT index, although the bank and financial data have been relatively resilient because of fair valuations and institutional purchases, he believed.

In the future, the FII activity will be influenced by the action on the Tarieffront, he said, adding that the latest news about relieving tensions between the US and Russia and no further sanctions on Russia indicate that the secondary rate of 25% of the India’s credit is a positive factor of the India of the India of the India of the India of the India of the India of the India of the India. BBB, “he said.

(Disclaimer: recommendations, suggestions, views and opinions of the experts are their own. These do not represent the views of economic times)