Powered by daily large blocks and bulk deals, a large -scale sold -up was Rs. 43,000 crores will surpass the total, with heavyweight transactions dominated by the landscape. On Tuesday alone, the promoter of Vishal Mega Mart was Rs. Mutual funds sold 19.6% in bulk deals worth Rs 10,220 crore, while Bajaj Finswar’s promoter floated around Rs 5,500 crore shares at the beginning of the month, according to Prime Database and NSE.
The rampage of sales includes some of the leading market names. Flipkart owned by VAL Lamart, Aditya Birla Fashion and Retail (ABFRL) Rs. 588 crore bulk deals made its entire 6% stake, while Reliance Industries in Asian paints cost Rs. The 580 million stake added a significant weight of two weeks to sales.
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In this breakdown, in the first fortnight of June, Rs. With PE/VC Divestments worth Rs 8,500 crore, a sales of Rs 23,820 crore have been shown to the promoter. If you add a sales of Rs 9,580 crore to the RIL, a total of Rs. Adds 41,900 crores.
Also read | By promoters Rs. 43,000 crore is sold! Flash alert for Insider Nifty Bulls exits the sign
The capital migration pattern emerged
"Where is this capital? Real Estate and Portfolio Management Services (PMS) and category II/III alternative investment funds (AIFS)," said Akshay Badjar, "Marrisis PMS's fund manager, Akshay Badjat, said Akshay Badj.
Category II, including the latest SEBI data, real estate and private equity funds, manifests AIF, operating. Category III AIFS listed equity and derivatives focused 58% in the year-by-year-year to 3 2.3 trillion by March 2025.
"In the last two years (June 2023 - June 2025), the insider sales are linked to the joint category II/III AIF and PMS stream with 5.5 lakh crore, the real estate by December 2024 is absorbed by 000 74,000 crore."
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The elasticity of the market despite the supply overhang
Despite sales pressure, domestic institutional investors have provided crucial support. In June, the DII has net buyers with a purchase of over 49,000 crore, while foreign institutional investors became net vendors, in which around 000 7,000 crore equity was floated.
"While the growing supply of promoter and PE/VC sales actually make the supply overhang, especially the significant domestic flow from mutual funds, insurance companies and pension funds, to today, the market cushions and prevents no intense improvement."
Strategic exit, not the sale of panic
SBI Securities Sunny Agarwal, DVP and basic research analysts, argue that promoter sales are not required for red flag because many PE funds are bound to return money to their investors and have a limited period for which they can invest. Therefore, they are bound to book profits at the right time, he said.
"Regarding promoter sales, they also often sell equity to the company to meet personal needs and therefore it can always be a red flag. Therefore, the case may vary on the case," Agarwal adds.
Valuation Concern Mount
However, concerns about the stretched evaluation continue. "Heavy internal sales are a precise indication of the peak of the market but underscores the valid concerns about the current unsafe evaluation, especially in many pockets of small and mid-cap segments," warns Bedjet.
In June, the Nifty Midcap declined 1.5% in 150, reflecting selective pressure on the broader market segments.
Agarwal says, "Promoters/PEs are being witnessed in a few stocks and in those companies, in the short term, the UP trend may be closed as most of the demands of the institutions have been met."
"From the point of view of the overall equity market, Cape on Sidebuilders are likely to be limited, as the market is narrow and investors are chasing selected companies whose current uncertain business environment is a view of earnings."
Investment
At Marisis PMS, "one of the main dimensions for screening opportunities for viable investment is to find companies where promoter / insider holding is stable despite the recent price impact or in fact it is on the rise, as it reflects the internal optimism of the promoter around its professional probability for the future."
Share Market's Jain observes that "big investors sales, especially during the high evaluation period, serve as a signal that guarantees precautions instead of a full red flag."
"It reflects strategic portfolio decisions and efforts to earn favorable market conditions. Investors should be closely monitored whether the domestic flows should continue to offset the growing supply and the strong growth of weak market fundamentals should continue to warn for strong growth and strong growth.
As a Sensex, the Nifty eye -record S pleasure, the main question is whether the domestic flow can continue to absorb this unprecedented supply pressure.
(Connection: The recommendations, suggestions, views and views of the experts are their own. This does not represent opinions of economic time)
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