Indian markets struggle to keep pace with global peers amid oil, rupee and geopolitical pressures
Indian markets moved lower in a mutual funds development.
28 Sept 2026 · ET Stocks, Economic Times Markets
Foreign Portfolio Investors have withdrawn significant funds from Indian equities, resulting in notable market losses. Meanwhile, domestic mutual fund inflows have provided some support, mitigating these losses. Sectoral performance has varied, with IT and FMCG experiencing declines amid external challenges.
The analysis
Fund flows and NAV moves show where domestic retail conviction is actually going, month after month.
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Why it matters
- Sustained FII or DII direction moves the whole market, not just the names being bought — it sets the tape's tone.
Market context
- This is a market-wide development — its reach goes beyond any single stock.
- Sector exposure: FMCG.
- The immediate tone of coverage reads negative.
In this story
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