Overview

The NSDL report presents the Assets Under Custody (AUC) and net investment figures for Foreign Portfolio Investors (FPIs) across 22 BSE‑classified sectors for the month of July 2026. AUC is expressed in INR crore, while net investment is shown both in INR crore and its USD‑million equivalent using the RBI end‑of‑period reference rate.

Sector‑wise AUC and Net Investment

  • Grand Total AUC as of July 31 2026 stood at ₹78,04,857 cr (≈ USD 96.22 mn). The AUC on July 15 2026 was ₹77,35,721 cr (≈ USD 96.22 mn), indicating a modest increase of about ₹69,136 cr over the second half of the month.
  • Net Investment for the first half of July (01‑15) was ₹7,23,968 cr (≈ USD 96.22 mn). For the second half (16‑31) it fell to ₹7,36,566 cr (≈ USD 95.37 mn), reflecting a slight dip of ₹1,598 cr.
  • Sector Highlights (values are AUC as on July 31 2026):
  • Financial Services: ₹21,38,724 cr (largest AUC), with net investment of ₹2,22,248 cr (≈ USD 95.37 mn).
  • Others: ₹14,427 cr AUC, net investment ₹487 cr.
  • Automobile and Auto Components: ₹5,40,015 cr AUC, net investment ₹56,581 cr.
  • Power: ₹2,82,335 cr AUC, net investment ₹28,428 cr.
  • Oil, Gas & Consumable Fuels: ₹4,68,308 cr AUC, net investment ₹48,518 cr.
  • Remaining sectors such as Capital Goods, Chemicals, Construction, Consumer Durables, etc., contributed AUC ranging from ₹1,06,543 cr to ₹5,25,590 cr with proportionally smaller net investment figures.
  • Debt Segment Adjustments: The report notes that FPI AUC in the Debt VRR segment has been included since 30 April 2020, while Debt‑FAR, Mutual Funds and AIF segments were incorporated from 31 August 2024 (AUC) and 15 September 2024 (Net Investment).

Top Debt Holders in the ‘Others’ Category

The table lists the ten largest debt‑holding companies within the ‘Others’ sector:

| Rank | Company | AUC (July 31 2026) INR Cr | AUC (July 15 2026) INR Cr |

| 1 | PORTEAST INVESTMENT PRIVATE LIMITED | 25,564 | 25,584 |

| 2 | EQYIZEN INVESTMENT PRIVATE LIMITED SR A | 19,405 | – |

| 3 | MANIPAL HOSPITALS PRIVATE LIMITED | 5,310 | 5,310 |

| 4 | RELIANCE LOGISTICS AND WAREHOUSE HOLDING GS LIMITED | 5,275 | 5,275 |

| 5 | JSW KALINGA STEEL LIMITED | 4,700 | 4,700 |

| 6 | RELIANCE CAPITAL LIMITED | 3,651 | 3,639 |

| 7 | FULLERTON INDIA CREDIT COMPANY LTD | 2,094 | 2,177 |

| 8 | SIDBI | 2,020 | 1,976 |

| 9 | NABARD | 1,587 | 1,747 |

|10 | BILT GRAPHIC PAPER PRODUCTS LIMITED | 1,334 | 1,633 |

The combined AUC of these ten entities amounted to ₹70,939 cr on July 31 and ₹53,266 cr on July 15.

Conversion Methodology and Notes

  • The RBI reference rate for the end‑of‑period day is used to convert INR values to USD. Consequently, the AUC in USD is reported as 96.2219 mn for July 15 and 95.3706 mn for July 31.
  • The report follows the Common Industry Classification (CIC) adopted by BSE and NSE from 21 March 2022, classifying roughly 4,800 issuers into 22 sectors. Any FPI investment outside these issuers is grouped under ‘Others’.
  • Footnotes clarify the inclusion dates for various debt‑related segments and the conversion approach, ensuring consistency with NSDL’s online data.

Observations

  • FPIs continued to hold a substantial AUC in Indian markets, with Financial Services alone accounting for over 27 % of total AUC.
  • Net investment showed a marginal decline in the second half of July, suggesting a short‑term pause in fresh inflows.
  • Concentration in the ‘Others’ debt segment is notable, with the top ten holders representing roughly 90 % of the category’s AUC.
  • The use of end‑of‑period RBI rates for USD conversion provides a uniform basis for cross‑period comparison.

Topics: Foreign Portfolio Investment, Assets Under Custody, Sector Allocation