Amid significant foreign institutional investor (FII) outflows exceeding ₹1 lakh crore during the March quarter, selective stocks in India have attracted increased investments. Notably, Vishal Mega Mart's FII holding surged by 6.48% to 22%, indicating strong confidence in the retail sector. Home First Finance also saw a 4.9% increase in FII stake, reaching 45.72%, driven by robust demand in affordable housing finance. Other notable increases include Max Financial Services, APL Apollo Tubes, and Clean Science and Technology, reflecting a strategic focus on sectors with strong growth narratives. Analysts suggest that this trend signifies a shift from passive allocations to more active stock picking, as investors seek companies with strong earnings visibility and growth potential. The overall market environment remains challenging due to rising US bond yields and geopolitical tensions, which have prompted a reevaluation of investment strategies. According to VK Vijayakumar, Chief Investment Strategist at Geojit Investments, future FII flows will depend significantly on developments in West Asia and oil prices, with potential stabilization hinging on geopolitical peace.