Global funds buy net INR2.00B of India stocks June 15

Global funds have purchased a net INR2.00 billion worth of Indian stocks on June 15, 2026, marking a significant shift in investor sentiment toward the Indian equity market. This development follows a period of sustained inflows into Indian equities, with renewed confidence in the country’s economic trajectory and market fundamentals.

The inflows come amid positive global cues, including easing geopolitical tensions in West Asia and a favorable trade deal between India and the United States earlier this month. These factors have contributed to improved earnings momentum and more attractive valuations for Indian stocks, prompting global funds to increase their exposure.

The Nifty 50 benchmark has gained approximately 65% over the past 40 months, supported by steady mutual fund inflows and strong macroeconomic growth. Domestic investors have also shown robust participation, with equity mutual fund inflows reaching a record high of INR406.08 billion in June 2026. However, the recent surge in foreign buying highlights a shift in the balance of demand, with global funds outpacing domestic institutional buyers for the first time in 17 months.

Sector-wise, global funds have increased their holdings in financial services and capital goods, while reducing positions in information technology amid concerns over artificial intelligence-driven market dynamics. This strategic reallocation reflects a broader reassessment of sectoral exposure based on evolving market conditions and risk profiles.

The increased foreign interest in Indian equities is expected to provide further support to the market, particularly as valuation gaps between large-cap and small/mid-cap stocks begin to narrow. Investors are now closely monitoring whether this trend will continue, as it could signal realignment of global capital flows toward emerging markets.