NSE Market Pulse — Wednesday, 2 September 2026: Gainers, losers, sectors
Wednesday, 2 September 2026: top gainers TBZ, KALYANIFRG, PRAENG. 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 |
|---|---|---|---|
| TBZ Tribhovandas Bhimji Zaveri Limited | Consumer Cyclical | ₹366.8 | +19.99% |
| KALYANIFRG Kalyani Forge Limited | Consumer Cyclical | ₹1,083.9 | +18.55% |
| PRAENG Prajay Engineers Syndicate Limited | Real Estate | ₹24.4 | +13.73% |
| SOTL Savita Oil Technologies Limited | Basic Materials | ₹771.4 | +12.04% |
| NIRAJISPAT Niraj Ispat Industries Limited | Consumer Cyclical | ₹390.6 | +10.00% |
| IZMO IZMO Limited | Technology | ₹916.3 | +10.00% |
| JINDALPOLY Jindal Poly Films Limited | Consumer Cyclical | ₹694.5 | +9.99% |
| JINDWORLD Jindal Worldwide Limited | Consumer Cyclical | ₹42.1 | +9.84% |
| GEEKAYWIRE Geekay Wires Limited | Industrials | ₹29.1 | +8.95% |
| HGM Handson Global Management (HGM) Limited | Technology | ₹48.7 | +7.92% |
| CAPLIPOINT Caplin Point Laboratories Limited | Healthcare | ₹2,711.2 | +7.70% |
| MUKKA Mukka Proteins Limited | Consumer Defensive | ₹26.7 | +7.62% |
Today’s top losers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| ATALREAL Atal Realtech Limited | Industrials | ₹26.7 | -19.99% |
| NEXTMEDIA Next Mediaworks Limited | Communication Services | ₹4.3 | -14.26% |
| HAPPSTMNDS Happiest Minds Technologies Limited | Technology | ₹362.7 | -10.87% |
| WEL Wonder Electricals Limited | Consumer Cyclical | ₹80.8 | -10.00% |
| ALOKINDS Alok Industries Limited | Consumer Cyclical | ₹7.7 | -9.53% |
| SONAMLTD Sonam Limited | Consumer Cyclical | ₹70.6 | -9.29% |
| EXXARO Exxaro Tiles Limited | Industrials | ₹6.5 | -9.12% |
| PRUDENT Prudent Corporate Advisory Services Limited | Financial Services | ₹3,352.3 | -8.77% |
| MEDICO Medico Remedies Limited | Healthcare | ₹38.9 | -8.12% |
| ICIL Indo Count Industries Limited | Consumer Cyclical | ₹433.5 | -7.67% |
| KEI KEI Industries Limited | Industrials | ₹5,348 | -6.83% |
| SHILPAMED Shilpa Medicare Limited | Healthcare | ₹889.7 | -6.28% |
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: The NIFTY 50 and Sensex have both slipped over the past week, down 1.21% and 1.17% respectively, extending their one-month declines to 2.85% and 2.37%. This weakness mirrors a broader global risk-off tone, with the MSCI World index down 0.42% weekly and the ACWI flat-to-negative over the month. Notably, the US Dollar Index firmed up 0.36% this week, while the USD/INR surged 1.51% — the sharpest weekly move among major Asian currencies — suggesting foreign outflows are pressuring the rupee. Domestic indices are underperforming regional peers like Taiwan (+0.72% weekly, +6.47% monthly) and Nikkei 225 (+0.54% weekly), indicating that India is facing idiosyncratic headwinds rather than simply following the global tide. The VIX creeping up 1.71% this week adds a cautionary layer for near-term volatility.
Sector Rotation: The standout theme is an aggressive, broad-based rally in Real Estate, with multiple sub-indices posting weekly gains between +9.05% and +12.51%. This is a sharp reversal from the 3-month picture, where most real estate pockets were down 11-16%, suggesting a powerful mean-reversion trade. Financial Services also joined the leadership with a +8.98% weekly surge. In contrast, the momentum has clearly shifted away from Technology and Industrials, which are now appearing in the bottom performers list despite maintaining positive one-month returns (+5.69% to +11.64% for Tech). This points to profit-booking in high-flying tech names and a rotation into beaten-down, rate-sensitive value sectors. The Grocery Stores sub-sector (+22% to +28% weekly) signals defensive buying within Consumer Defensive, likely a flight to stable cash flows amid global growth concerns.
Commodities & Currency: The energy complex is flashing a major inflationary signal: Brent Crude is up 8.60% weekly and 20.20% monthly, while WTI jumped 10.29% this week. Heating Oil (+10.64% weekly, +25% monthly) and Natural Gas (+4.43% weekly) reinforce this trend. For NSE investors, this is a direct margin threat for paints, lubricants, and aviation, while benefiting upstream oil producers. Agri commodities are also ripping higher — Wheat (+8.59% weekly, +24.24% monthly), Corn (+6.76%), and Soybeans (+5.08%) — which will pressure FMCG and food processing margins. However, Gold (-4.00% weekly) and Silver (-3.63%) have pulled back sharply, offering some relief for jewellery demand. The sharp USD/INR depreciation (+1.51% weekly) will raise import costs for electronics and crude, but the rupee is still stronger on a 1-month basis (-0.39%), suggesting this is a short-term spike.
Outlook: The real estate and financial rally needs to sustain above current levels to confirm a sectoral bottom; watch for follow-through buying next week. The primary risk is the crude spike — if Brent holds above
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.42% | -0.26% | +0.99% | +10.50% | +20.92% |
| AEX | -0.50% | -0.93% | +5.87% | +10.71% | +22.64% |
| Argentina | +1.15% | -6.56% | -5.10% | +11.08% | +45.27% |
| ASX 200 | -1.07% | +0.53% | +3.20% | +1.86% | +3.75% |
| Brazil | +6.49% | +4.51% | +10.00% | +0.30% | +31.47% |
| CAC 40 | -2.16% | -4.47% | +0.74% | +2.90% | +7.88% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -3.14% | -7.97% | -3.98% | -4.00% | +14.21% |
| DAX | -1.77% | -1.46% | +4.29% | +8.42% | +9.44% |
| Developed | -1.29% | +0.39% | +1.16% | +7.60% | +24.59% |
| Dow Jones | -0.72% | -1.87% | +4.71% | +8.90% | +17.18% |
| EAFE | -1.19% | -0.31% | +2.75% | +5.53% | +18.11% |
| EM ETF | -0.20% | +1.57% | -4.13% | +13.52% | +34.55% |
| EM ETF2 | +0.10% | +1.12% | +0.65% | +9.25% | +17.99% |
| Euro Stoxx 50 | -1.76% | -2.00% | +4.86% | +10.14% | +18.78% |
| FTSE 100 | -1.21% | -0.95% | +3.81% | +2.58% | +17.18% |
| FTSE MIB | -2.10% | -3.30% | +3.77% | +16.06% | +23.90% |
| Hang Seng | -1.33% | -2.10% | -1.26% | -4.95% | -0.11% |
| HSCE | -0.98% | -1.45% | -1.70% | -4.62% | -6.94% |
| IBEX 35 | -1.50% | -1.29% | +7.74% | +14.61% | +33.09% |
| Israel | +2.37% | +2.18% | -1.60% | +0.55% | +34.66% |
| Jakarta | +2.97% | +5.77% | +6.46% | -19.68% | -15.35% |
| KOSPI | +1.38% | +3.64% | -22.22% | +8.38% | +116.90% |
| Malaysia | -1.59% | -0.94% | +1.53% | -0.46% | +7.27% |
| Mexico | -2.06% | -3.00% | -1.98% | -7.95% | +10.13% |
| NASDAQ | +0.43% | -1.29% | -2.28% | +15.06% | +23.32% |
| NIFTY 50 | -1.21% | -2.85% | +2.13% | -6.21% | -4.22% |
| Nikkei 225 | +0.54% | +2.88% | -0.78% | +12.70% | +52.06% |
| Russell 2000 | -2.08% | -3.08% | +1.72% | +11.66% | +25.13% |
| S&P 500 | +0.06% | -0.73% | +1.67% | +11.80% | +19.71% |
| Sensex | -1.17% | -2.37% | +2.97% | -6.90% | -6.21% |
| Shanghai | +0.74% | +3.12% | -2.87% | -4.40% | +5.74% |
| Shenzhen | -1.66% | -1.97% | -13.09% | -2.93% | +15.14% |
| Singapore | +0.39% | +2.35% | +13.35% | +16.83% | +34.33% |
| SMI | -1.39% | -0.84% | +7.12% | +6.99% | +17.67% |
| South Africa | -1.91% | +6.16% | +4.05% | -8.40% | +26.34% |
| Taiwan | +0.72% | +6.47% | -0.63% | +34.50% | +89.56% |
| Thailand | -3.25% | +0.16% | +5.73% | +26.80% | +41.17% |
| Turkey | -3.84% | +2.65% | +1.29% | +1.24% | +24.47% |
| VIX | +1.71% | -6.24% | -3.67% | -34.86% | -5.38% |
| World | -0.42% | -0.16% | +1.42% | +10.28% | +20.62% |
🏭 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 | +8.60% | +20.20% | -2.47% | +17.19% | +37.97% |
| Cocoa | +7.89% | +5.94% | +54.13% | +111.46% | -15.42% |
| Coffee | -16.67% | -8.05% | +17.74% | +2.51% | -22.03% |
| Copper | +0.36% | +0.00% | +2.12% | +13.04% | +44.84% |
| Corn | +6.76% | +24.08% | +27.17% | +27.10% | +36.17% |
| Cotton | +1.21% | +9.49% | +15.77% | +42.91% | +37.57% |
| Crude Oil WTI | +10.29% | +19.69% | -5.55% | +21.47% | +38.27% |
| Gasoline | -4.87% | +10.74% | +0.86% | +25.59% | +54.62% |
| Gold | -4.00% | +7.79% | -0.50% | -13.79% | +24.37% |
| Heating Oil | +10.64% | +25.00% | +22.48% | +43.10% | +98.50% |
| Natural Gas | +4.43% | +10.66% | -7.65% | +1.75% | -1.36% |
| Palladium | +2.63% | +0.35% | +3.26% | -18.46% | +19.68% |
| Platinum | -3.68% | +1.20% | -5.38% | -17.94% | +25.78% |
| Silver | -3.63% | +9.10% | -10.83% | -20.71% | +59.53% |
| Soybeans | +5.08% | +14.11% | +14.21% | +14.16% | +28.49% |
| Sugar | +6.25% | +24.27% | +31.25% | +36.13% | +15.73% |
| Wheat | +8.59% | +24.24% | +35.08% | +39.96% | +54.63% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.17% | +2.57% | +0.63% |
| EUR/USD | -0.64% | +0.80% | -0.11% |
| GBP/USD | -1.03% | +0.59% | +0.59% |
| US Dollar Index | +0.36% | -0.37% | -0.01% |
| USD/BRL | -0.82% | +0.03% | +0.86% |
| USD/CAD | +0.02% | -1.48% | -0.49% |
| USD/CHF | +1.36% | +0.27% | +3.00% |
| USD/CNY | -0.19% | -0.67% | -0.98% |
| USD/IDR | +0.40% | -1.10% | -1.06% |
| USD/INR | +1.51% | -0.39% | -0.87% |
| USD/JPY | -0.37% | +0.70% | -0.85% |
| USD/KRW | -1.72% | -4.95% | -11.43% |
| USD/MXN | +0.23% | -1.99% | -1.71% |
| USD/TRY | +0.38% | +1.58% | +4.84% |
| USD/ZAR | +0.73% | -2.92% | -1.64% |
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
