FII return with Rs 46K cr buying spree; likely prefer largecaps vs broader market stocks. Here’s why

FIIs have poured in over Rs 46,000 crore into Indian equities since mid-April, favouring largecaps amid easing geopolitical and trade tensions. Analysts point to quality-led buying in private banks, capital goods, and infrastructure stocks. While midcaps see selective interest, high valuations and liquidity concerns are keeping FIIs focused on scalable, liquid large-cap opportunities.