2 weeks ago
Abakkus CEO expects FIIs return as India's headwinds become tailwinds
Abakkus Mutual Fund is a company in India that helps people invest their money.
Its leader, Vaibhav Chugh, says investors from other countries are starting to invest in India again.
A while ago, these foreign investors left because Indian stocks were very expensive.
Since then, stock prices in India have fallen a lot, so they are cheaper to buy now.
Mr. Chugh says India also now looks better for companies to grow their earnings.
In July 2026, foreign investors put around 20,200 crore rupees into Indian stocks.
They also bought more stocks than they sold in August 2026 so far.
Mr. Chugh says new areas like electric cars, cyber security and quick service restaurants are growing in India.
He believes these 'future-ready' companies will help the Indian market do well going forward.
The BSE Sensex is down over 8 per cent and the Nifty50 around 7 per cent year-to-date in 2026.
FPIs sold Rs 2.38 lakh crore worth of Indian equities so far in 2026, after offloading Rs 1.66 lakh crore in 2025.
FPIs invested Rs 20,200 crore in July 2026 and have been net buyers of Rs 16,270 crore in August up to August 13.
Abakkus Mutual Fund CEO Vaibhav Chugh says the headwinds of 2024 have turned into tailwinds and FIIs are returning selectively.
Net inflows into equity funds declined about 15 per cent to Rs 24,685 crore in July, while industry AUM rose to Rs 85.76 lakh crore.
- Who
- Vaibhav Chugh, CEO of Abakkus Mutual Fund, and foreign portfolio investors (FPIs/FIIs)
- What
- Chugh says the headwinds of 2024 have turned into tailwinds and FIIs have begun returning to Indian equity markets
- Where
- India
- When
- 2026, with data covering July 2026 and up to August 13, 2026
- Why
- Stock prices have corrected significantly, earnings visibility has improved, and the AI investment theme in other markets has largely played out
Key facts
- BSE Sensex YTD fall (2026)
- Over 8 per cent
- Nifty50 YTD fall (2026)
- Around 7 per cent
- FPI equity sales (2026 so far)
- Rs 2.38 lakh crore
- FPI equity sales (2025)
- Rs 1.66 lakh crore
- FPI investment (July 2026)
- Rs 20,200 crore
- FPI net buying (up to August 13, 2026)
- Rs 16,270 crore
- Equity fund inflows (July 2026)
- Rs 24,685 crore, down ~15 per cent from June
- Mutual fund industry AUM (end of July 2026)
- Rs 85.76 lakh crore
Quotes
Vaibhav Chugh
CEO of Abakkus Mutual Fund
“In 2024, the reasons for which FIIs started pulling out, most of those things are already behind us. We were the top performing market with very low earnings visibility. Market was expensive, and the AI play had also started. Now, we are the least performing market and have one of the best earnings visibility. So, that has turned around. Most of the AI play has also played out.”
businesstoday.in
“Growth in India is now happening in many new sectors, like electric vehicles, cyber security, medical tourism and lifestyle… Quick Commerce, QSRs (quick service restaurants), these are now part of our life. This is where the next India is growing. Structurally if you are not present there, in future you may underperform.”
businesstoday.in
Sources
Related news
FIIs Turn Net Buyers After $2.5 Billion July Inflow
FPIs Resume Indian Equity Buying on Earnings and Rupee Stability
Foreign Investors Return to Indian Stocks After Four-Month Selloff
Foreign Investor Flows Show Early Signs of India Turnaround
Indian equity markets present long-term opportunity despite near-term lag
FPIs Invest ₹16,621 Crore in Indian Equities in August
Sunil Singhania’s Abakkus Funds Show Early Wealth-Creation Promise
Mutual fund SIP accounts rise 1.2 million after six-month stagnation
Nifty Still 8% Below Record High; Midcaps, Smallcaps Lead Recovery
Missing Five Best Market Days Can Cost Investors Lakhs: Study
