RBI’s New Comfort with Foreign Capital Spurs FDI Turnaround in India’s Financial Sector 17Jan2026

RBI’s New Comfort with Foreign Capital Spurs FDI Turnaround in India’s Financial Sector  17Jan2026

 

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(This is for information purposes only. This should not be construed as a recommendation or investment advice even though the author is a CFA Charterholder. Please consult your financial adviser before taking any investment decision. Safe to assume the author has a vested interest in stocks / investments discussed if any.) 

 

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        Table showing major FDI deals in India's Financial Sector in 2025

 

 

In the final months of 2025, two landmark deals announced a new chapter for foreign investment in India’s financial sector. 

Japan’s MUFG moved to acquire a 20 per cent strategic stake in Shriram Finance Limited in a transaction valued at Rs 39,618 crore (approximately USD 4.4 billion), while UAE-based Emirates NBD set sights on a controlling 60 per cent acquisition of RBL Bank Limited for about Rs 26,850 crore (USD 3 billion). 

Though both deals are still in the process of closure, they signal a remarkable shift: global financial giants are committing substantial capital to India’s banks and non-banking financial companies (NBFCs), reflecting growing confidence spurred by the Reserve Bank of India’s (RBI) relaxed stance on foreign ownership.

 

1. A Raft of Deals 

As shown in the table above, the seven major deals announced in 2025 together amount to around USD 12.6 billion, or nearly Rs 1.10 lakh crore. 

Among these, the deals involving Yes Bank and IDFC First Bank have already closed, while the remaining transactions — including the MUFG-Shriram Finance and Emirates NBD-RBL Bank deals — are expected to see foreign direct investment (FDI) materialise over the next one to two quarters, subject to regulatory approvals. 

This wave of foreign capital we witnessed in India's financial sector in 2025 is generally positive for the Indian economy.

Other deals include (see above chart for more details):

Sammaan Capital-IHC / Avenir Investment
Federal Bank-Blackstone Group
Yes Bank-SMBC 
IDFC First Bank-Warburg Pincus, ADIA
Manappuram Finance-Bain Capital 

 

2. Role of RBI 

The role of RBI, India's banking supervisor, in allowing foreign capital to flood Indian banks and NBFCs is particularly noteworthy. For years, foreign investors were cautious about taking large or controlling stakes in Indian banks due to regulatory uncertainty and investment hurdles. 

In 2025, however, the RBI provided clearer signals on foreign ownership and made approval processes more predictable, reducing the uncertainty that had earlier kept large foreign investors cautious.

This regulatory reassurance and comfort gave the filip and confidence to global banks and funds to commit billions of dollars. This is a clear turning point for foreign capital in India's financial services sector.

Observers suggest the RBI’s comfort with significant foreign stakes may reflect wider government backing, giving investors confidence that large foreign participation in banks and NBFCs is now broadly supported.

It indicates the RBI is no longer hesitant about foreign investors owning meaningful stakes, including controlling positions, in Indian banks and NBFCs. This shift is reflected in clearer acceptance of higher ownership levels, faster and more predictable approvals.

As shown above, UAE-based Emirates NBD is set to acquire a 60 per cent controlling stake in RBL Bank, while Abu Dhabi-bassed private equity firm IHC will take a 43 per cent controlling stake in Sammaan Capital.

This combination of regulatory clarity and policy backing helps explain why 2025 has seen an unprecedented wave of foreign capital exploring both minority and controlling stakes across the financial sector.

Even board representation has been permitted for foreign investors with strategic stakes, with examples including two board seats for SMBC in Yes Bank, one seat for Blackstone Group in Federal Bank and two director positions for Bain Capital in Manappuram Finance. 

 

3. Earlier Cases

There have been earlier instances of the RBI allowing significant foreign participation in Indian banking, though they were limited and situation-specific. 

In Oct2018, Prem Watsa’s Fairfax India Holdings (FIH) acquired a majority stake in CSB Bank (formerly Catholic Syrian Bank), eventually raising its holding to 49.7 per cent before paring it down to 40 per cent in Jun2024. 

Similarly, in Nov2020, the troubled Lakshmi Vilas Bank (LVB) was taken over by DBS Bank India with explicit regulatory backing from the RBI, underscoring the central bank’s willingness to use foreign capital as a stabilising force when domestic options were limited.
 

4. How the flood of capital will change India's financial sector landscape:

The scale of foreign capital entering India’s financial sector in 2025 is likely to have effects beyond individual transactions. 

Beyond strengthening balance sheets and capital buffers, foreign participation can bring operational expertise, technology and global best practices to Indian financial institutions. This exposure often supports better innovation, risk management and product design within the existing regulatory framework. 

With more room to lend, invest in systems and absorb economic shocks, institutions also face greater scrutiny on governance, risk management and compliance, particularly where foreign investors have operational influence and a long-term strategic role. 

While controlling stakes allow investors to shape strategy and execution, minority stakes enable participation without full responsibility, and over time this combination can translate into improved services and a wider range of financial products for customers.

 

5. Competition and consolidation

The influx of foreign capital may also lead to intensify competition and encourage consolidation in the financial sector. Well-capitalised banks and NBFCs can expand more aggressively, offer better products and compete for talent and customers -- putting pressure on smaller or weaker players. 

At the same time, stronger balance sheets and strategic foreign partners may make mergers and acquisitions easier, helping consolidate the sector.

Major domestic and dominant players such as HDFC Bank, SBI, ICICI Bank and Bajaj Finance are likely to watch these developments closely. 

The new foreign capital and strategic stakes in other banks and NBFCs could influence competitive dynamics across the sector -- prompting the existing major players to assess their strategies and growth opportunities in response to the changing landscape.

 

6. Dominance of Financial Services Sector in India

The financial services sector is the largest in India’s Nifty 500 index (a proxy for India's stock market), accounting for nearly one-third (31.6 per cent) of the index as of Dec2025. 

 

It includes not only traditional banks and NBFCs, but also asset management companies, insurance firms, small finance banks, capital-market-related entities and FinTech companies.

The sector’s expansion reflects broader economic growth, financial inclusion and innovation. Digital payments, UPI, mobile wallets; and FinTech platforms like Zerodha and Groww have made financial services more accessible to millions, while new products in wealth management, insurance and lending have diversified consumer choice. 

The surge in demat accounts has broadened access to capital markets, making it easier for companies of all sizes to raise funds for growth and expansion.

With this dominant role in India’s economy, the sector naturally attracts foreign capital, which sees both scale and innovation as opportunities to invest and bring global expertise into India’s evolving financial landscape.

 

 

7. Tiger Global Case 

 

With its dominant role in India’s economy, the financial services sector naturally attracts foreign capital, and its potential is widely recognised. 

 

Economists such as Ajay Shah of the XKDR Forum have argued that easing foreign capital rules and removing regulatory cholesterol can further unlock investment, allowing large volumes of funds to flow efficiently into the sector.

He noted that regulatory changes allowed a significant volume of capital to enter financial firms in a single calendar year, illustrating how capital account decontrol can unlock large-scale foreign investment in specific sectors. 

 

However, recent developments, such as India's Supreme Court ruling directing Tiger Global to pay capital gains tax on its Flipkart stake sale to Walmart, highlight that while India welcomes foreign direct investment (FDI inflows), it also upholds its sovereign right to tax cross-border transactions.

For foreign investors, clear rules around both entry and exit are just as important as regulatory comfort during ownership. Predictable frameworks for investing, operating and eventually exiting investments strengthen confidence and make India a more attractive destination for long-term foreign capital.

 

 

8. Gist 

 

The year 2025 marks a turning point for foreign direct investment (FDI) in India’s financial sector, while the manufacturing sector continues to struggle in attracting significant foreign capital.

India’s manufacturing sector has been unable to attract foreign investment due to regulatory complexities, infrastructure bottlenecks and lengthy approval processes. High compliance costs, land acquisition challenges and inconsistent policy signals have further stymied foreign capital flows to India. 

 

Similarly, in the banking space, the government continues to face challenges in divesting public sector banks, as seen in the prolonged efforts to sell IDBI Bank, highlighting the difficulty of attracting private and foreign capital into certain domestic institutions.

Financial Sector an outlier: Clearer regulation, government support and strategic global interest have unlocked significant capital in the financial sector strengthening companies and gradually reshaping competition.

For customers and the financial sector, this signals a more robust, globally connected and resilient financial landscape.

The influx of foreign capital strengthens the balance sheets and operational capabilities of banks and NBFCs, contributing to a more stable financial system. Customers too may benefit from greater competition and wider ranger of produdcts and services.

While new foreign capital does not guarantee higher stock market returns, it signals a more resilient and globally connected financial sector for Indian investors. 

 

In short, investors can't ignore India's growing financial sector, both on the lending as well as non-lending side.

The Government of India and the RBI remain cautious about allowing domestic corporate groups to take significant stakes in Indian banks. Opening this space could bring new capital and greater competition, which may help improve customer services in a sector that still has room for enhancement.

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References and additional data:

Tweet thread 17Jan2026 - RBI's New Comfort with Foreign Capital Spurs FDI Turnaround in India’s Financial Sector 17Jan2026 (IDBI Bank stake sale announced by Govt of India on 14Oct2026)

Tweet thread 20May2025 Interesting route chosen by RBI to sort out troubles banks in India

Tweet thread 20Oct2025 Foreign Ownership in Indian financial sector (including banks and NBFCs) 

Tweet 26Nov2020 LVB branches to operate as DBS Bank India Ltd

Tweet 21Mar2025 Past Private equity deals in India's financial sector 

Blackstone's investment Aadhar Housing Finance    
Bain Capital in 360 One WAM
TPG Capital in Poonawalla Housing Finance (now Grihum Housing Finance) 

Jan2026 State Street to invest Rs 580 crore for 23% stake in Groww AMC (State Street's voting rights capped at just 4.99%) 

Jan2026 TPG Capital nears deal to acquire 40% stake in IIFL Capital Services (media rumour)

 

 

Motilal Oswal Nifty MidSmall Financial Services Index fund - Rupee Vest 

Mirae Asset Nifty Financial Services ETF

ICICI Pru Nifty Financial Services Ex-Bank ETF

Kotak Nifty Financial Services Ex-Bank Index Fund 

Tata Nifty Capital Markets Index Fund

Motilal Oswal Nifty Capital Market Index Fund

Motilal Oswal Nifty Capital Market ETF 

 

 

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Disclosure:  I've got a vested interest in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.

 

Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets.

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NSE Emerging Indices Fundamentals Comparison 30Jun2025

NSE Emerging Indices Fundamentals Comparison 30Jun2025

 

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(The views expressed here are for information purposes only and should not be construed as a recommendation or investment advice. While the author is a CFA Charterholder with nearly 25 years of experience in financial markets, this content is intended to share general insights and does not constitute financial guidance. Please consult your financial adviser before taking any investment decision. Safe to assume the author has a vested interest in stocks / investments discussed if any.)

 

(See bonus charts totaling three, comparing Nifty 50 and Nifty Next 50 and a snapshot on growing financial services sector in India at the end of the blog) 

 

 

 

This is an update of earlier blog named 'NSE Emerging Indices Comparison 31Mar2024' dated 30Apr2024. Please see this blog to know more about how these indices are constructed. You could also see subsequent blog with data as of 30Sep2024.

 

Today's blog takes a comprehensive overview of NSE's emerging indices, namely, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250; and how they are doing in comparison to Nifty 500. The latest data are as of 30th of June, 2025. 

NSE or National Stock Exchange of India Limited is a premier stock exchange in India, closely followed by BSE Limited.

 

 

2. NSE Emerging Indices Comparison

 

Nifty Indices Limited is the index provider for NSE. 

 

3. Fundamentals

 

Table 1 below presents the returns, risks and valuation measures of four indices, namely, Nifty 500, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250 (all data as of 30Jun2025) >

 

On a year-to-date basis, Nifty 500 has provided better returns compared to other three indices, namely, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250.

 

If you compare one-year returns, Nifty Midcap 150 and Nifty 500 have done better than the other two indices. On a five-year basis, the total return of Nifty Smallcap 250 is the highest at 35.4 per cent annualised return and the lowest being Nifty Next 50 with 22.8 per cent.

 

On a one-year and five-year basis, Nifty Smallcap 250 and Nifty Next 50 are the most volatile; whereas Nifty 500 undergoes the least volatility (as indicated by standard deviation) among the four.

 

When you observe the valuation ratios, namely, PE ratio, PB ratio and dividend yield, Nifty Midcap 150 is the most overvalued index and Nifty Next 50 the least richly valued. 

 

Compared to the peak valuations of 30Sep2024, these four indices are less richly valued now.  

 

 

4. Top 15 Stocks

Tables 2 and 3 below show the share of top five and top 10 stocks in the indices and list out top 15 stocks in the indices as on 30Jun2025. 

 

Of the four indices, Nifty 500 and Nifty Next 50 are having higher concentration risk compared to the two other indices, though between Nifty 500 and Nifty Next 50, Nifty 500 is more concentrated in a few names.

 

When analysing concentration risk, you need to bear in mind the number of stocks in an index. For example, Nifty Smallcap 250 as the name suggests has 250 stocks and as such the index's share of top 10 stocks will be lower compared to say, that of an index with 50 stocks like Nifty Next 50. 

 

Nifty 500 is dominated by: HDFC Bank, ICICI Bank, Reliance Industries, Infosys and Bharti Airtel. Nifty Next 50 is led by: InterGlobe Aviation, Hindustan Aeronautics, Divi’s Labs, Vedanta and Britannia Industries. 

 

 

5. Top 10 Sectors

Tables 4 and 5 below delineate the weights of top three and five sectors in these NSE indices as on 30Jun2025.  

 

Interestingly, financial services is the top sector in all the four indices.  

 

The top three sectors in Nifty Midcap 150 and Nifty Smallcap 250 are the same and they are:

1. financial services
2. capital goods
3. healthcare 

 

The Midcap index (top 3 sectors at 49.6 per cent and top 5 at 62.7 per cent) is more top-heavy, meaning a larger proportion of its value is concentrated in fewer stocks.

The Nifty Next 50 index (top 3 sectors at 40 per cent and top 5 at 56.8 per cent) is more diversified across constituents, with a lower concentration in top stocks, but comes with higher volatility and greater drawdowns. 

 

Nifty 500 is dominated by financial services, with almost one-third of the total exposure. The weights of top two and three sectors in Nifty 500, namely, information technology and oil & gas are much lower at 8.6 and 7.9 per cent respectively.  

 

Midcap and Smallcap indices have more exposure to healthcare and capital goods sectors; whereas their exposure in Nifty 500 and Nifty Next 50 is much lower.  

 

 

(please click on the images to view better) 

 

 

6. Summary

If you compare the data as of 31Mar2024 and data 30Sep2024 with the current data as on 30Jun2025, these four indices have become less expensive now when you compare them on the metrics of P/E ratio, P/B ratio and dividend yield. 

 

The returns from these indices vary over time due to a combination of market structure, different risk exposures of the underlying stocks, macroeconomic factors, valuation levels, earnings momentum and investor fancy for particular market segments.  

 

Small and mid-cap indices tend to outperform in bull markets due to growth potential. Large-cap indices are more resilient in downturns, often favoured for stability. 

 

The premium valuations of Midcap and Smallcap indices indicate that investors are betting on higher growth for mid- and small-cap stocks versus their large-cap counterparts.  

 

Nifty 500 being a broader index is offering stable returns, compared to more volatile indices, like, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250.  

 

Midcap and smallcap indices are more exposed to cyclical sectors like industrials, capital goods, auto components, power and real estate making them more sensitive to economic conditions. 

 

Midcap and Smallcap indices are richly valued and more volatile — suitable for long-term and risk-tolerant investors only. 

 

If there's economic stress, small caps underperform due to fragile balance sheets. In contrast, in periods of broad economic recovery (like 2022-2024), small and mid-caps surged. 

 

If you have a positive view on healthcare and capital goods sector, you can consider indices like, Nifty Midcap 150 and Nifty Smallcap 250 that have higher exposure to these two sectors. It is your individual choice.

 

In case you like financial services sector, you could opt for Nifty 500 that has almost one-third of total exposure to this sector.  

  

Each index has a unique risk-return profile, so it's important to align your investment strategy (for example, growth, income, stability) with the right index or combination. Happy investing!

 

 

 

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Bonus charts: (earlier blog was NSE Indices Comparison 31Dec2024): Three charts numbered 6, 7 and 8 are given below:

 

 

Comparison between India's two top large-cap indices, Nifty 50 and Nifty Next 50 as on 30Jun2025 >

 

Changes in ranking: In the Oct-Dec2024 quarter, Reliance Industries (RIL) was dethroned from its second position in the Nifty 50 index, now ranking third. RIL's weighting in Nifty 50 index in Sep2024 was 8.6 per cent, which has slightly increased to 8.8 per cent now, yet its ranking slipped to third (see table 7 below).

The top two stocks in the Nifty 50 index are HDFC Bank and ICICI Bank now.

Interestingly, in Jul2023, Reliance Industries lost its position at the top, slipping to second rank after HDFC Bank overtook it. HDFC Bank's top rank was a result of the amalgamation of HDFC Ltd into HDFC Bank Ltd in Jul2023, which catapulted HDFC Bank into the number one spot in the Nifty 50 index. Since then, HDFC Bank has managed to maintain its dominance, solidifying its position at the top. 

 

Dominance of financial services sector in Nifty 50 Index: 

 

The Financial Services sector in India is steadily expanding (refer table 8 below). Its share in the Nifty 50 index is now more one-third of the total, 37.4 per cent to be exact as at the end of 30Jun2025. 

 

Its share rose from 32.5 per cent in Feb2024 to 37.4 per cent in Jun2025. It is worth noting that its share had previously peaked at 37.7 per cent in Dec2022 before declining to 32.5 per cent in Feb2024.

 

It now encompasses not only traditional banks (both private and public sector) and non-banking financial companies (NBFCs), but also a diverse range of other entities. 

These include: 

asset management companies (AMCs), 
life and general insurance companies, 
holding companies, 
small finance banks, 
capital market-related stocks, 
FinTech firms, 
and more. 

 

 

What is the secret sauce of the sector's increasing pie?

The Financial Services sector in India is undergoing significant expansion, reflecting broader economic growth and modernisation. 

The sector’s expansion signifies a wider reach in terms of financial inclusion and growth of payment and lending services offered by innovative FinTech companies. For example, the rise of mobile wallets like PhonePe and Paytm has allowed millions of people to access digital payments, savings and loans for the first time. Payment initiatives, like, UPI have made financial access easier for millions. 

The expansion reflects the diversification of financial products and services available to consumers. The diversified services include:

- Wealth management services through AMCs and portfolio management firms
- Life and general insurance policies with greater reach
- Innovative FinTech solutions like peer-to-peer lending, crowd-sourced funding and digital insurance

This gives both consumers and businesses more choice in terms of financial solutions tailored to their needs. Startup firms, like, Zerodha and Groww have expanded the landscape of financial services in India. 

The financial sector growth signifies the unprecedented growth in number of demat accounts, especially in the past five years, leading to burgeoning growth of capital market related companies. Accessing money from capital markets is made easier for corporates and even for mid-tier firms. 

As the sector continues to evolve, it will continue to play a central role in our economic growth. 

 

 

 

Table 6: NSE Indices Fundamentals

Table 7: NSE Indices Top 15 Stocks

Table 8: NSE Indices Top 10 Sectors 

 

The data are self-explicit. Readers can draw their own conclusions in terms of risk-return calculus, except comments mentioned above.  

 

 

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References and additional data:

 

 

Nifty Passive Insights Mar2025 PDF

 

NSE Index Methodology Document Jun2025 PDF 

 

Check Rupee Vest MF portfolio for all stock weights

 

Nifty Indices - Index factsheets

 

Raw data > 

 

 

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Read more:

 

Blog of Blogs Theme-wise 

 

Weblinks and Investing

 

India Fixed Income Data Bank

 

Indian Economy Data Bank 

India Forex Data Bank 

 

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Stocks and Peer Comparison by Industry 16Feb2024  

 

 

 

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Disclosure:  I've got a vested interest in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.

Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets.

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