Infosys Share Price And June MF Flows Across Sectors

Nidhi Thakur

July 16, 2026

Key Takeaways

Mutual funds bought into financials, IT, FMCG and healthcare in June, offsetting heavy FII selling.
Fund houses increased holdings in bajaj finance limited stock price, hdfc bank share price and other financials, with reductions in icici bank and sbi.
In IT, mutual funds bought ₹1,732 crore while FIIs net sold ₹7,444 crore as infosys share price and other IT stocks moved.
Healthcare and FMCG saw net MF buying with selective exposure changes; divergence persists across sectors.

June's market action underscored a sharp divergence: mutual funds continued to pour money into financials, IT, FMCG and healthcare even as FIIs pulled money from several sectors. For the retail investor, this dynamic matters because it signals where domestic flows are strongest and which stocks are gaining traction. According to AMFI and NSDL data, mutual funds bought ₹9,296 crore in financials, ₹1,732 crore in IT, ₹3,545 crore in FMCG, ₹5,139 crore in healthcare, ₹5,351 crore in services and ₹1,860 crore in telecom, while FIIs sold ₹12,453 crore in financials, ₹7,444 crore in IT, ₹5,598 crore in FMCG, ₹4,976 crore in healthcare and bought ₹334 crore in services and ₹412 crore in telecom. The divergence between domestic and foreign flows across these sectors is the main story of June. The infosys share price remains a focal point for IT watchers as mutual funds tilt toward quality names in the sector.

Infosys Share Price And The IT Sector: June Flows In Focus

In IT, FIIs were net sellers of ₹7,444 crore in June while mutual funds bought ₹1,732 crore. The IT basket includes infosys, tech mahindra, hcl technologies, coforge and tata technologies; mutual funds increased holdings in infosys, tech mahindra, hcl technologies and coforge while trimming positions in wipro, persistent systems, cyient and l&t tech services. The infosys share price has been a barometer for the sector's pulse, and MF activity here suggests a continued preference for higher-quality, earnings-growth names in a soft macro backdrop. The data from AMFI-NSDL highlights how domestic funds remained constructive on the IT space even as foreign investors reduced exposure.

Mutual Funds Flow In Financials: June Data And Stock Moves

Financials saw FIIs selling ₹12,453 crore in June, while mutual funds invested ₹9,296 crore in the sector. Fund houses increased holdings in bajaj finance limited stock price, hdfc bank share price, kotak mahindra bank stock price, canara bank, federal bank, yes bank and bank of india. At the same time, they reduced exposure to icici bank, state bank of india, samaan capital, axis bank, indusind bank and bajaj finserv. These shifts point to a tilt toward private lenders and banks with robust capital bases, while stepping back from some larger state-owned lenders. The hdfc bank share price tends to move with macro cues and policy signals, which retail investors should monitor in conjunction with earnings updates.

FMCG And Healthcare: Domestic Flows In June

For FMCG, FIIs sold ₹5,598 crore in June while mutual funds bought ₹3,545 crore. Funds added hindustan unilever limited stock price, doms industries, britannia industries, nestle india stock price, tata consumer products, united spirits, dabur india; exposures were reduced to itc, patanjali foods, colgate-palmolive india, procter & gamble. In healthcare, FIIs sold ₹4,976 crore and mutual funds invested ₹5,139 crore; fund houses increased holdings in ajanta pharma, divi’s laboratories, alkem laboratories, torrent pharmaceuticals, while trimming positions in gland pharma, aurobindo pharma, biocon, laurus labs, vijaya diagnostics centre, lupin. The data highlight that domestic buyers are rotating into names with pricing power and new product pipelines while foreign money trims exposure in some legacy pharma holdings.

Services And Telecom: The Mixed June Flow Picture

Mutual funds invested around ₹5,351 crore in services in June, while FIIs bought around ₹334 crore in services. In telecom, mutual funds purchases were around ₹1,860 crore and FIIs bought ₹412 crore. This pattern suggests domestic funds are quietly building exposure in services and telecom, even as global investors remain selective and cautious in other corners of the market. The net effect is a more nuanced, sector-balanced mosaic for retail investors to study.

What The June Data Means For Retail Investors

The June data highlight a noteworthy divergence: domestic mutual funds are continuing to deploy into financials, IT, FMCG and healthcare even as FIIs step back in several of these areas. For a retail investor, this reinforces the value of stock-specific approaches, focusing on quality and fundamentals rather than chasing broad macro themes. Two practical steps stand out: (1) build a watchlist of bank and IT names with strong capital positions and defensible earnings, including bajaj finance limited stock price and infosys share price, (2) use a disciplined review process to compare price action around the hdfc bank share price and kotak mahindra bank stock price with earnings updates. If you want deeper, stock-level insights, consider Swastika's Sarthi AI stock assistant: Swastika's Sarthi AI stock assistant.

Frequently Asked Questions

Which sectors showed mutual fund buying in June according to AMFI-NSDL data?

Mutual funds bought ₹9,296 crore in financials, ₹1,732 crore in IT, ₹3,545 crore in FMCG, ₹5,139 crore in healthcare, ₹5,351 crore in services and ₹1,860 crore in telecom.

What were the net FII selling patterns in June by sector?

FIIs sold ₹12,453 crore in financials, ₹7,444 crore in IT, ₹5,598 crore in FMCG, ₹4,976 crore in healthcare; FIIs bought ₹334 crore in services and ₹412 crore in telecom.

Which mutual funds increased exposure in Bajaj Finance and HDFC Bank?

Mutual funds increased holdings in bajaj finance limited stock price and hdfc bank share price, along with kotak mahindra bank stock price, canara bank, federal bank, yes bank and bank of india.

Which IT stocks saw rising or falling mutual fund holdings in June?

Mutual funds increased holdings in infosys, tech mahindra, hcl technologies, coforge and tata technologies; holdings declined in wipro, persistent systems, cyient and l&t tech services.

What is the practical takeaway for a retail investor from June's mutual fund and FII flows?

A domestic mutual fund tilt toward financials, IT, FMCG and healthcare suggests focusing on sector leaders with solid earnings and pricing power. Retail investors should consider stock-specific opportunities and use Swastika's Sarthi AI stock assistant for deeper research, especially around infosys share price and related IT names.

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