MSCI index rejig takes effect today; four stocks added, two removed—Check expected inflows

MSCI rejig: Global index provider MSCI will implement its November 2025 Index Review changes at the close of trade on 24 November 2025. The reshuffle includes four additions and two deletions in the MSCI India Index, which forms part of the MSCI Global Standard Index.
Four stocks added to MSCI India Index

MSCI has included Fortis Healthcare, One 97 Communications (Paytm), GE Vernova T&D India and Siemens Energy India in the India Standard Index. These inclusions are expected to draw strong passive inflows, according to Zee Business research. Estimated fund flows include Rs 4,159 crore into Fortis, Rs 4,071 crore into One 97 Communications, Rs 3,363 crore into GE Vernova T&D and Rs 2,390 crore into Siemens Energy.

Two stocks removed in the November review

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Container Corporation of India (Concor) and Tata Elxsi have been removed from the MSCI India Index. These exclusions may trigger outflows of about Rs 1,504 crore from Tata Elxsi and Rs 1,416 crore from Concor.

Weight changes: inflows into select heavyweights

Several large-cap and mid-cap stocks are set for weight upgrades within the MSCI Global Standard Index. Estimated inflows include Asian Paints (Rs 855 crore), Apollo Hospitals (Rs 390 crore), Lupin (Rs 335 crore), SRF (Rs 330 crore), UPL (Rs 310 crore), Alkem Laboratories (Rs 255 crore) and Jubilant Foodworks (Rs 140 crore).

Weight cuts to drive outflows from key names

Stocks likely to see outflows due to weight reduction include Samvardhana Motherson (Rs 500 crore), Dr Reddy’s Laboratories (Rs 485 crore), REC (Rs 484 crore), Zydus Lifesciences (Rs 430 crore), Bharat Forge (Rs 300 crore), Colgate-Palmolive (Rs 275 crore), Voltas (Rs 220 crore) and Sundaram Finance (Rs 27 crore).

All index changes will be fully effective after market closing today.