NSE Market Pulse — Thursday, 3 September 2026: Gainers, losers, sectors
Thursday, 3 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 |
|---|---|---|
| 3 Sept 2026 | ₹-2346 Cr | +₹4977 Cr |
| 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 |
🤖 AI Market Analysis
Indian Equity Market Overview: Nifty 50 and Sensex closed the week with losses of 0.90% and 1.01% respectively, extending their one-month decline to over 3%. This underperformance contrasts sharply with developed markets—the S&P 500 and NASDAQ managed marginal weekly gains of 0.19% and 0.15%—while emerging market benchmarks like Brazil (+6.16% weekly) and Jakarta (+2.24%) outperformed. The persistent weakness in Indian indices over the past month suggests domestic-specific headwinds, particularly as the broader ACWI and World indices remain flat-to-positive. Notably, the VIX rose 2.55% this week, indicating some uptick in market anxiety despite resilient global cues.
Sector Rotation & Key Themes: The most striking move is the explosive rally in Real Estate, with multiple sub-indices surging between 9% and 12.5% this week, despite still sitting deeply negative over three months. This looks like a sharp technical rebound rather than a fundamental shift. Financial Services also gained 8.98% weekly, signaling renewed interest in rate-sensitive plays. In contrast, the data shows no conventional laggards among bottom performers—Industrials and Technology actually posted strong weekly gains of 6-6.2%. The real rotation story lies in sub-sectors: Regulated Water Utilities (+36% weekly) and Grocery Stores (+22-28% weekly) are witnessing extreme capital inflows, pointing to defensive, inflation-hedged positioning amid a 3-month slump in broader markets.
Commodities & Currency Impact: Crude oil is the dominant macro force—Brent jumped 7.87% weekly and 21.79% monthly, with WTI up 10.48% weekly. This is a clear margin threat for Indian refiners, aviation, and FMCG companies reliant on petroleum-based inputs. Conversely, the Indian Rupee appreciated 1% against the USD this week, which cushions some import-cost pressures but hurts exporters. Gold fell 1.12% weekly despite a strong monthly gain, while silver dipped 2.07%. The surge in energy prices, coupled with a stronger INR, creates a mixed bag—positive for oil marketing companies' inventory gains but negative for downstream consumers. The 22% monthly jump in corn and 16% wheat rise could pressure food inflation, a key watch-point for consumer staples.
Outlook: The divergence between India's monthly decline and global resilience warrants caution. With crude up over 20% in a month, watch for inflation prints and any RBI commentary next week. The real estate and financial rally needs follow-through to confirm a trend reversal. Keep an eye on whether the rupee's strength persists—a break below recent levels could attract FII inflows. Given the VIX uptick and sectoral volatility, maintain disciplined position sizing.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.18% | +0.83% | +1.69% | +12.91% | +21.62% |
| AEX | +0.07% | -0.64% | +5.66% | +12.63% | +22.05% |
| Argentina | +2.22% | -3.80% | -3.04% | +16.12% | +51.74% |
| ASX 200 | -1.64% | -1.83% | +3.37% | +0.43% | +1.72% |
| Brazil | +6.16% | +4.61% | +10.23% | +3.02% | +31.74% |
| CAC 40 | -0.54% | -4.55% | +0.93% | +3.52% | +6.99% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -3.04% | -7.87% | -3.89% | -3.91% | +14.32% |
| DAX | -1.49% | -0.58% | +5.52% | +10.11% | +9.28% |
| Developed | -0.05% | +1.43% | +2.15% | +11.54% | +25.83% |
| Dow Jones | +0.27% | -1.16% | +4.18% | +12.01% | +18.65% |
| EAFE | +0.14% | +0.69% | +3.07% | +9.09% | +19.24% |
| EM ETF | -0.53% | +2.34% | -2.67% | +16.70% | +34.48% |
| EM ETF2 | -0.20% | +1.46% | +0.95% | +11.00% | +17.99% |
| Euro Stoxx 50 | -0.82% | -1.62% | +5.11% | +8.54% | +18.72% |
| FTSE 100 | -0.49% | -0.51% | +4.40% | +2.43% | +17.44% |
| FTSE MIB | -0.24% | -2.45% | +3.85% | +18.09% | +24.17% |
| Hang Seng | -1.38% | -2.71% | -0.16% | -3.25% | -2.39% |
| HSCE | -1.24% | -2.54% | -1.37% | -3.64% | -9.33% |
| IBEX 35 | +0.39% | -0.49% | +9.53% | +16.90% | +33.04% |
| Israel | +1.84% | +3.64% | -1.47% | +1.62% | +36.14% |
| Jakarta | +2.24% | +6.95% | +12.23% | -19.76% | -15.52% |
| KOSPI | -3.61% | +4.88% | -25.44% | +5.10% | +109.67% |
| Malaysia | -1.91% | -0.61% | +2.53% | +0.88% | +7.37% |
| Mexico | -0.57% | -1.61% | -0.37% | -4.28% | +9.55% |
| NASDAQ | +0.15% | +0.82% | -0.93% | +16.84% | +23.64% |
| NIFTY 50 | -0.90% | -3.05% | +2.17% | -5.18% | -3.39% |
| Nikkei 225 | -2.92% | +0.90% | -5.96% | +9.30% | +49.98% |
| Russell 2000 | -1.78% | -1.94% | +0.87% | +14.51% | +25.99% |
| S&P 500 | +0.19% | +0.29% | +2.13% | +13.40% | +20.12% |
| Sensex | -1.01% | -3.09% | +2.57% | -6.32% | -5.74% |
| Shanghai | -0.37% | +1.64% | -2.13% | -3.44% | +4.67% |
| Shenzhen | -3.02% | -3.67% | -11.03% | -2.10% | +14.24% |
| Singapore | +1.12% | +2.41% | +13.82% | +19.43% | +33.71% |
| SMI | +0.06% | -1.09% | +8.05% | +6.53% | +18.20% |
| South Africa | -0.19% | +5.26% | +6.09% | +1.33% | +27.27% |
| Taiwan | -0.26% | +2.79% | +0.39% | +39.69% | +94.10% |
| Thailand | -3.13% | +0.28% | +5.85% | +26.95% | +41.34% |
| Turkey | -4.41% | +1.67% | +1.74% | +1.56% | +23.51% |
| VIX | +2.55% | -5.88% | -3.38% | -49.54% | -2.75% |
| World | +0.04% | +0.91% | +1.95% | +12.58% | +21.25% |
🏭 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 | +7.87% | +21.79% | +1.82% | +13.29% | +43.14% |
| Cocoa | +2.23% | +6.97% | +58.69% | +112.35% | -15.83% |
| Coffee | -13.47% | -9.50% | +19.70% | +0.97% | -23.21% |
| Copper | +1.24% | -0.51% | +2.42% | +15.91% | +46.29% |
| Corn | +4.90% | +22.55% | +26.09% | +21.23% | +34.57% |
| Cotton | -4.92% | +5.79% | +15.61% | +37.36% | +33.76% |
| Crude Oil WTI | +10.48% | +22.68% | -0.82% | +13.91% | +44.26% |
| Gasoline | -12.68% | +4.09% | -2.74% | +10.64% | +46.87% |
| Gold | -1.12% | +7.36% | +1.84% | -10.01% | +26.86% |
| Heating Oil | +8.31% | +22.08% | +26.15% | +28.22% | +96.30% |
| Natural Gas | -0.21% | +7.92% | -13.04% | -3.40% | -5.32% |
| Palladium | +6.98% | +4.86% | +8.51% | -11.68% | +22.46% |
| Platinum | -0.22% | +5.98% | -2.78% | -13.55% | +27.11% |
| Silver | -2.07% | +9.49% | -7.84% | -16.76% | +63.68% |
| Soybeans | +4.38% | +13.89% | +16.11% | +12.70% | +29.08% |
| Sugar | -0.60% | +19.34% | +26.70% | +31.78% | +12.79% |
| Wheat | +0.40% | +16.12% | +28.19% | +27.97% | +47.97% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.27% | +2.19% | +2.24% |
| EUR/USD | -0.22% | +0.84% | +0.93% |
| GBP/USD | -0.43% | +0.66% | +1.53% |
| US Dollar Index | -0.17% | -0.70% | -0.42% |
| USD/BRL | -0.86% | -0.79% | -1.43% |
| USD/CAD | -0.64% | -1.98% | -1.13% |
| USD/CHF | +0.26% | -0.24% | +1.35% |
| USD/CNY | -0.22% | -0.67% | -0.85% |
| USD/IDR | -0.53% | -1.55% | -1.91% |
| USD/INR | -1.00% | -0.65% | -0.50% |
| USD/JPY | -2.33% | -1.36% | -2.98% |
| USD/KRW | -1.89% | -4.98% | -12.69% |
| USD/MXN | +0.10% | -1.71% | -2.88% |
| USD/TRY | +0.36% | +1.55% | +4.81% |
| USD/ZAR | +0.34% | -2.35% | -3.38% |
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
