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FIIs have sold ₹3,804 Cr net over five days while DIIs absorb ₹13,675 Cr, but the divergence is orderly—not panic.
The script has flipped sharply: FIIs turned sellers from 15 June onwards, dumping ₹878–991 Cr daily, yet Nifty barely flinched (up just 0.12%). That's because domestic money has become the market's floor. DIIs deployed ₹2,377–3,459 Cr each session, amassing ₹53,001 Cr over 20 days. The 20-day net remains deep red for FIIs at -₹1,159 Cr, yet indices stayed neutral—a sign the bulk of FII exit happened without triggering cascade selling.
What's interesting: HDFCBANK shows FIIs accumulating even as the stock fell 3.7% in 30 days. That's either conviction in a dip or hedged positioning ahead of expiry. With 7 days to option expiry, PCR sits at 1.0 on both Nifty and BankNifty, suggesting no extreme put-call imbalance. The real tell isn't the flow size—it's the steadiness. No panic, no whiplash. Just patient domestic capital meeting measured foreign exit.
Auto-generated from NSE flow & options data, every trading evening. Not investment advice.
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