NSE Market Pulse — Tuesday, 1 September 2026: Gainers, losers, sectors
Tuesday, 1 September 2026: top gainers NIRAJISPAT, KALYANIFRG, ASIANHOTNR. Sector rotation, FII/DII, commodities — live tape from QUANTSCASE.
Auto-generated — This post was published automatically from QUANTSCASE screener data and updates 3× daily on weekdays. For informational purposes only — not investment advice.
Today’s top gainers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| NIRAJISPAT Niraj Ispat Industries Limited | Consumer Cyclical | ₹355.1 | +20.00% |
| KALYANIFRG Kalyani Forge Limited | Consumer Cyclical | ₹914.3 | +19.99% |
| ASIANHOTNR Asian Hotels (North) Limited | Consumer Cyclical | ₹366.4 | +15.97% |
| LANCER Lancer Container Lines Limited | Industrials | ₹13.1 | +14.09% |
| REMSONSIND Remsons Industries Limited | Consumer Cyclical | ₹98.5 | +13.86% |
| CORDSCABLE Cords Cable Industries Limited | Industrials | ₹282.5 | +12.44% |
| MANALIPETC Manali Petrochemicals Limited | Basic Materials | ₹81.8 | +11.44% |
| INNOVISION Innovision Limited | Industrials | ₹274.3 | +10.92% |
| LOKESHMACH Lokesh Machines Limited | Industrials | ₹345.3 | +10.50% |
| AYMSYNTEX AYM Syntex Limited | Consumer Cyclical | ₹280.5 | +10.24% |
| MODISONLTD Modison Limited | Industrials | ₹454.1 | +9.99% |
| BURNPUR Burnpur Cement Limited | Basic Materials | ₹17.8 | +9.97% |
Today’s top losers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| ADANIENSOL Adani Energy Solutions Limited | Utilities | ₹1,417.4 | -10.37% |
| WEL Wonder Electricals Limited | Consumer Cyclical | ₹89.8 | -10.00% |
| ADANIENT Adani Enterprises Limited | Energy | ₹2,859.1 | -9.76% |
| DCI DC Infotech and Communication Limited | Technology | ₹372.6 | -9.13% |
| KSR KSR Footwear Limited | Consumer Cyclical | ₹28.6 | -9.01% |
| DUCON Ducon Infratechnologies Limited | Industrials | ₹1.9 | -8.70% |
| CURAA Cura Technologies Limited | Technology | ₹64.1 | -8.52% |
| MASTEK Mastek Limited | Technology | ₹1,748.4 | -8.05% |
| ALOKINDS Alok Industries Limited | Consumer Cyclical | ₹8.5 | -8.01% |
| ZEEL Zee Entertainment Enterprises Limited | Communication Services | ₹93.6 | -7.81% |
| ADANIGREEN Adani Green Energy Limited | Utilities | ₹1,214.9 | -7.33% |
| TARAPUR Tarapur Transformers Limited | Industrials | ₹13.4 | -7.14% |
FII / DII cash flows
| Date | FII net | DII net |
|---|---|---|
| 31 Aug 2026 | ₹-7986 Cr | +₹4589 Cr |
| 28 Aug 2026 | ₹-5040 Cr | +₹5184 Cr |
| 27 Aug 2026 | ₹-298 Cr | +₹4977 Cr |
| 26 Aug 2026 | +₹503 Cr | +₹6425 Cr |
| 25 Aug 2026 | +₹1594 Cr | +₹230 Cr |
| 24 Aug 2026 | +₹1182 Cr | +₹2493 Cr |
| 21 Aug 2026 | ₹-543 Cr | +₹2124 Cr |
🤖 AI Market Analysis
Indian Equity Market Overview: Nifty 50 and Sensex closed the week with mild losses of 1.15% and 0.92%, respectively, while the one-month picture shows a deeper correction of 2.90% and 2.16%. This underperformance stands in stark contrast to regional peers like KOSPI (1W +1.84%, 1M +21.93%), Taiwan (1W +3.94%, 1M +8.21%), and Nikkei (1W +1.20%, 1M +7.18%), indicating that domestic indices are consolidating after a strong run while other Asian markets catch up. The 1M decline in Nifty suggests profit booking at higher levels, though the broader EM ETF still gained 4.54% over the month, implying India-specific headwinds rather than a regional sell-off.
Sector Rotation: The standout theme this week is a violent rotation into Real Estate, with four sub-sectors posting weekly gains between 9.05% and 12.51%. This is a sharp reversal from the 3-month picture, where these same segments were down 11-16%, suggesting a deep-value bounce. Financial Services also joined the party with a 8.98% weekly surge, likely on expectations of easing liquidity. On the flip side, the "bottom performers" list is misleading—Industrials (+6.09%), and Technology (+6.13% to +6.23%) are still positive on a weekly basis, just lagging the extreme real estate moves. The real laggards are absent from the weekly data, but the 1M picture shows Technology up 5.69-11.64%, meaning the recent momentum is broad-based, with defensives like Grocery Stores (+22-27% weekly) also catching speculative flows.
Commodities & Currency: Crude oil is a critical input for India, and Brent's 4.44% weekly jump (1M +10.43%) alongside WTI's 6.86% surge is a clear inflationary risk for the RBI and a margin threat for downstream sectors like paints, tyres, and aviation. Grains are on fire—Wheat (+15.06% weekly), Corn (+9.19%), and Soybeans (+7.08%)—which will pressure food inflation and FMCG input costs. Gold's 4.88% weekly drop after a strong month suggests profit-taking in safe havens, which could free up capital for risk assets. On the currency front, USD/INR fell 0.82% this week and 0.48% over the month—a stronger rupee is a positive for import-heavy sectors like electronics and chemicals, but a mild headwind for IT and pharma exporters. The US Dollar Index rose 0.71% weekly, but the rupee's resilience is notable and suggests FII inflows may be stabilizing.
Outlook: With Real Estate and Financials leading on extreme volume, investors should watch for sustainability of this rotation. The 3M negative returns in these sectors suggest a contrarian bounce, but follow-through is key. Next week, watch global cues—the KOSPI's 21.93% monthly surge and Taiwan's strength point to a
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.70% | +1.28% | -0.01% | +11.33% | +19.87% |
| AEX | -0.76% | -0.20% | +5.08% | +9.99% | +22.19% |
| Argentina | +1.93% | -6.81% | -5.42% | +9.55% | +45.83% |
| ASX 200 | -0.30% | +1.11% | +4.03% | -0.01% | +1.97% |
| Brazil | +3.40% | +1.41% | +5.97% | -1.42% | +27.97% |
| CAC 40 | -1.79% | -3.78% | +0.53% | +1.47% | +7.65% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -1.79% | -6.68% | -2.64% | -2.66% | +15.80% |
| DAX | -1.29% | -0.29% | +3.94% | +7.11% | +10.39% |
| Developed | -1.77% | +2.03% | +0.22% | +8.82% | +23.46% |
| Dow Jones | -1.14% | -0.40% | +3.23% | +9.21% | +16.29% |
| EAFE | -1.70% | +0.89% | +1.85% | +6.86% | +16.92% |
| EM ETF | -0.01% | +4.54% | -5.03% | +15.10% | +34.86% |
| EM ETF2 | +0.56% | +3.25% | -0.34% | +10.42% | +18.34% |
| Euro Stoxx 50 | -1.53% | -1.08% | +4.15% | +6.18% | +17.79% |
| FTSE 100 | -0.73% | -0.86% | +4.28% | -0.05% | +18.18% |
| FTSE MIB | -1.63% | -1.91% | +3.36% | +14.39% | +24.28% |
| Hang Seng | -0.71% | -2.61% | -2.72% | -3.99% | +0.90% |
| HSCE | +0.20% | -2.19% | -3.43% | -3.99% | -5.71% |
| IBEX 35 | -1.31% | -0.95% | +8.30% | +13.19% | +32.68% |
| Israel | +1.31% | +1.28% | -3.37% | -2.86% | +33.69% |
| Jakarta | +1.51% | +6.69% | +7.71% | -20.15% | -13.23% |
| KOSPI | +1.84% | +21.93% | -19.54% | +12.10% | +114.65% |
| Malaysia | -2.07% | -1.15% | +1.04% | -2.32% | +7.07% |
| Mexico | -1.61% | -2.21% | -3.22% | -4.69% | +11.10% |
| NASDAQ | +0.13% | +1.04% | -3.36% | +16.29% | +22.04% |
| NIFTY 50 | -1.15% | -2.90% | +2.78% | -5.60% | -3.27% |
| Nikkei 225 | +1.20% | +7.18% | -0.93% | +13.19% | +51.69% |
| Russell 2000 | -2.45% | -1.54% | +0.14% | +12.57% | +24.07% |
| S&P 500 | -0.32% | +0.69% | +0.56% | +12.27% | +18.46% |
| Sensex | -0.92% | -2.16% | +3.49% | -6.48% | -5.37% |
| Shanghai | +2.33% | +4.47% | -2.55% | -4.85% | +6.76% |
| Shenzhen | +0.92% | +3.15% | -11.67% | -4.10% | +17.21% |
| Singapore | -0.44% | +1.45% | +11.13% | +16.76% | +33.74% |
| SMI | -1.58% | -0.52% | +7.16% | +3.34% | +17.00% |
| South Africa | -2.12% | +7.68% | +2.58% | -11.11% | +26.12% |
| Taiwan | +3.94% | +8.21% | +3.05% | +33.78% | +91.76% |
| Thailand | -2.41% | +1.03% | +6.64% | +27.89% | +42.39% |
| Turkey | -1.69% | +6.10% | +1.89% | +3.03% | +25.16% |
| VIX | -0.19% | -2.77% | -2.22% | -27.09% | -10.19% |
| World | -0.69% | +1.43% | +0.33% | +10.99% | +19.51% |
🏭 NSE Sector Performance
All sectors ranked by 1-week return (market-cap weighted). Green = gains, Red = losses.
| Sector | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Real Estate | +12.51% | +2.95% | -13.10% | -15.83% | -1.55% |
| Real Estate | +11.89% | +1.17% | -16.35% | -17.31% | -4.98% |
| Real Estate | +9.81% | +6.07% | -11.79% | -17.36% | -3.69% |
| Real Estate | +9.05% | +5.80% | +19.51% | -4.88% | -15.35% |
| Financial Services | +8.98% | +0.98% | -3.75% | -0.09% | +18.59% |
| Consumer Cyclical | +8.97% | +3.71% | -4.66% | -4.02% | +24.96% |
| Industrials | +8.91% | +3.17% | +3.73% | +1.20% | +30.69% |
| Utilities | +8.76% | +9.36% | +11.03% | +4.39% | +17.99% |
| Communication Services | +7.96% | +5.44% | -3.91% | -6.17% | +11.50% |
| Technology | +7.89% | +2.89% | -18.05% | -15.00% | -2.91% |
| Financial Services | +7.87% | +0.05% | -5.66% | -1.36% | +15.52% |
| Real Estate | +7.84% | -6.26% | -22.71% | -21.12% | -8.56% |
| Utilities | +7.83% | +8.40% | +12.48% | +4.75% | +17.15% |
| Industrials | +7.70% | +8.02% | +24.97% | +20.31% | +22.39% |
| Basic Materials | +7.59% | +3.49% | +2.36% | +6.13% | +31.25% |
| Utilities | +7.20% | +15.85% | +24.88% | +10.99% | +18.35% |
| Industrials | +7.03% | +6.75% | +5.14% | +1.05% | +27.04% |
| Utilities | +6.99% | +15.61% | +24.43% | +10.46% | +20.71% |
| Real Estate | +6.85% | +13.60% | +21.34% | +1.01% | -7.94% |
| Consumer Cyclical | +6.81% | +1.79% | -7.80% | -6.07% | +22.04% |
| Financial Services | +6.77% | +4.11% | +7.32% | -1.54% | +5.61% |
| Consumer Defensive | +6.71% | +10.71% | +3.49% | -5.17% | -1.40% |
| Utilities | +6.64% | +3.52% | +27.97% | +28.79% | +36.00% |
| Technology | +6.55% | +4.80% | -15.33% | -13.95% | -3.34% |
| Real Estate | +6.32% | -7.61% | -24.11% | -21.86% | -15.10% |
| Industrials | +6.28% | +14.14% | +16.58% | +6.61% | +26.03% |
| Real Estate | +6.25% | +4.96% | +15.67% | -4.62% | -16.74% |
| Technology | +6.23% | +11.64% | +5.86% | -7.32% | -7.19% |
| Technology | +6.13% | +5.69% | +8.44% | -12.01% | -9.40% |
| Industrials | +6.09% | +1.21% | -0.22% | -1.64% | +25.53% |
🔬 Top 10 Sub-Sectors This Week
Best performing industry groups within sectors by 1-week return.
| Sub-Sector / Industry | Sector | 1W | 1M | 3M |
|---|---|---|---|---|
| Utilities - Regulated Water | Utilities | +36.24% | +21.13% | +20.76% |
| Grocery Stores | Consumer Defensive | +27.79% | -6.79% | -15.09% |
| Grocery Stores | Consumer Defensive | +24.96% | +4.12% | -5.26% |
| Utilities - Regulated Water | Utilities | +23.00% | +36.69% | +35.18% |
| Grocery Stores | Consumer Defensive | +22.41% | +12.73% | -6.90% |
| Computer Hardware | Technology | +20.58% | +17.60% | +40.85% |
| Rental & Leasing Services | Industrials | +20.06% | +7.92% | -28.67% |
| Electronics & Computer Distribution | Technology | +20.01% | +19.82% | +67.65% |
| Oil & Gas Equipment & Services | Energy | +19.90% | +41.62% | +44.54% |
| Utilities - Regulated Water | Utilities | +19.84% | +12.64% | -33.56% |
🛢️ Commodities
Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD.
| Commodity | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Brent Crude | +4.44% | +10.43% | -3.64% | +13.65% | +35.80% |
| Cocoa | +13.86% | +10.41% | +59.62% | +124.17% | -14.12% |
| Coffee | -17.80% | -4.44% | +17.79% | +6.39% | -23.07% |
| Copper | -1.60% | +1.35% | -0.71% | +14.35% | +46.11% |
| Corn | +9.19% | +21.65% | +24.06% | +25.85% | +37.31% |
| Cotton | +4.56% | +11.92% | +18.19% | +46.76% | +39.63% |
| Crude Oil WTI | +6.86% | +9.55% | -6.13% | +18.04% | +37.49% |
| Gasoline | -4.76% | +4.43% | -1.47% | +26.07% | +41.62% |
| Gold | -4.88% | +9.37% | -1.72% | -13.62% | +27.00% |
| Heating Oil | +8.91% | +19.21% | +24.97% | +45.03% | +103.91% |
| Natural Gas | +4.55% | +4.14% | -8.56% | -5.17% | -3.37% |
| Palladium | +0.08% | +6.56% | -2.92% | -18.47% | +20.61% |
| Platinum | -4.36% | +9.51% | -8.54% | -14.60% | +29.74% |
| Silver | -4.61% | +13.54% | -13.06% | -21.04% | +62.87% |
| Soybeans | +7.08% | +12.51% | +12.85% | +13.78% | +26.84% |
| Sugar | +4.63% | +20.39% | +25.66% | +29.72% | +10.38% |
| Wheat | +15.06% | +21.16% | +30.80% | +37.83% | +52.27% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.03% | +1.58% | +0.32% |
| EUR/USD | -0.61% | +0.46% | -0.11% |
| GBP/USD | -0.81% | +0.27% | +0.75% |
| US Dollar Index | +0.71% | -0.34% | +0.40% |
| USD/BRL | -0.15% | +1.45% | +1.36% |
| USD/CAD | +0.44% | -0.79% | +0.06% |
| USD/CHF | +1.19% | +0.56% | +2.59% |
| USD/CNY | -0.19% | -0.62% | -0.89% |
| USD/IDR | +0.04% | -1.71% | -1.57% |
| USD/INR | -0.82% | -0.48% | -1.27% |
| USD/JPY | +0.60% | +1.59% | +0.09% |
| USD/KRW | -0.65% | -4.45% | -10.34% |
| USD/MXN | +0.07% | -2.00% | -2.14% |
| USD/TRY | +0.41% | +1.56% | +5.00% |
| USD/ZAR | +0.73% | -2.12% | -1.41% |
Drill deeper — run live sector and screener analysis on QUANTSCASE
Disclaimer: This post is auto-generated for informational purposes only and does not constitute financial advice. Sector and macro data is market-cap weighted and reflects previous trading day closing prices. Past performance is not indicative of future results. Always conduct your own research.
For informational and educational purposes only. Not investment advice. QUANTSCASE is a stock screener, not a SEBI-registered investment adviser, research analyst, or portfolio manager. Terms
