Four stocks that saw a sharp rise in DII holding in September quarter
Meesho set out an expansion in an institutional flows development.
· LiveMint Markets
Spectrum Electrical, Meesho, Neogen Chemicals and Aditya Infotech drew higher domestic institutional ownership amid strong growth and expansion plans.
The analysis
Against that, the stock is -0.8% on the day at ₹223.01, and has returned +22.4% over three months. It sits 7% below its 52-week high. The consumer & retail sector has moved -9.5% over the same period, so Meesho is running 31.9 points ahead of its peers.
This is an Index / institutional flows event. Passive and institutional flows move price independently of fundamentals, and around rebalancing dates they dominate it. On the day the stock is -0.8%, so a modest reaction.
For Meesho, the question is how much of this is already reflected in the price and how much re-rates the consumer & retail peer set alongside it.
Why it matters
- Sustained FII or DII direction moves the whole market, not just the names being bought — it sets the tape's tone.
Market context
- In focus: Meesho (MEESHO), in Consumer & Retail.
- On the day, 0 of 2 are higher: Meesho leads at -0.8% and Aditya Infotech trails at -3.5%.
- Over three months: Meesho +22.4% against Consumer & Retail -9.5% (31.9 points ahead); Aditya Infotech +16.9% against Consumer Durables -12.4% (29.3 points ahead).
- Meesho: 52-week and period figures are measured since it listed on 10 Dec 2025.
| Company | Price | Day | 1M | 3M | From 52-wk high | Volume vs 20-day | Market cap |
|---|---|---|---|---|---|---|---|
| MeeshoMEESHO · Consumer & Retail · Listed 10 Dec 2025 | ₹223.01 | -0.8% | -2.1% | +22.4% | -7.3% | 0.4× | — |
| Aditya InfotechCPPLUS · Consumer Durables | ₹3,811.50 | -3.5% | -0.9% | +16.9% | -14.2% | 0.4× | — |
Consumer & Retail
1M -4.9% · 3M -9.5%
Meesho
Consumer Durables
1M -5.5% · 3M -12.4%
Aditya Infotech
Chemicals
1M -10.6% · 3M -14.2%
Prices as of 30 Oct 2026, 16:10 IST. Sector moves are the average of the stocks we track in each sector.
In this story
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