Foreign Institutional Investors (FIIs) were net sellers in FY25, offloading ₹1.27 lakh crore, while Domestic Institutional Investors (DIIs) remained consistent buyers, investing ₹6.06 lakh crore. March saw reduced FII selling, with DIIs continuing their strong buying streak throughout the year.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary