NSE Market Pulse — Saturday, 5 September 2026: Gainers, losers, sectors
Saturday, 5 September 2026: top gainers KAVDEFENCE, NIACL, RADHIKAJWE. 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 |
|---|---|---|---|
| KAVDEFENCE Kavveri Defence & Wireless Technologies Limited | Technology | ₹67.1 | +19.57% |
| NIACL The New India Assurance Company Limited | Financial Services | ₹229.9 | +17.70% |
| RADHIKAJWE Radhika Jeweltech Limited | Consumer Cyclical | ₹83.2 | +16.60% |
| RML Rane (Madras) Limited | Consumer Cyclical | ₹1,295.9 | +14.95% |
| NAGREEKEXP Nagreeka Exports Limited | Consumer Cyclical | ₹24.1 | +13.15% |
| MASTERTR Master Trust Limited | Financial Services | ₹89.2 | +10.03% |
| SMLMAH SML Mahindra Limited | Consumer Cyclical | ₹6,298.5 | +10.00% |
| ICDSLTD ICDS Limited | Real Estate | ₹71.5 | +9.99% |
| KSR KSR Footwear Limited | Consumer Cyclical | ₹34.6 | +9.73% |
| JISLJALEQS Jain Irrigation Systems Limited | Industrials | ₹30.9 | +9.62% |
| MARSONS Marsons Limited | Industrials | ₹137.6 | +9.58% |
| PURVA Puravankara Limited | Real Estate | ₹230.7 | +9.30% |
Today’s top losers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| FMGOETZE Federal-Mogul Goetze (India) Limited | Consumer Cyclical | ₹501.5 | -18.29% |
| DYCL Dynamic Cables Limited | Industrials | ₹487.9 | -10.36% |
| UGARSUGAR The Ugar Sugar Works Limited | Consumer Defensive | ₹53.4 | -8.90% |
| HIKAL Hikal Limited | Healthcare | ₹222.3 | -7.51% |
| AUTOIND Autoline Industries Limited | Consumer Cyclical | ₹86.5 | -6.79% |
| RRKABEL R R Kabel Limited | Industrials | ₹2,454.1 | -6.25% |
| LANDSMILL Landsmill Green Limited | Industrials | ₹0.6 | -5.97% |
| EXCEL Landsmill Green Limited | Industrials | ₹0.6 | -5.97% |
| UTTAMSUGAR Uttam Sugar Mills Limited | Consumer Defensive | ₹281.2 | -5.95% |
| BESTAGRO Best Agrolife Limited | Basic Materials | ₹19.3 | -5.16% |
| TARMAT Tarmat Limited | Industrials | ₹61.2 | -5.06% |
| SHAHALLOYS Shah Alloys Limited | Basic Materials | ₹101.5 | -5.00% |
FII / DII cash flows
| Date | FII net | DII net |
|---|---|---|
| 4 Sept 2026 | ₹-3112 Cr | +₹8930 Cr |
| 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 |
🤖 AI Market Analysis
Indian equities closed the week on a soft note, with the NIFTY 50 slipping 1.15% and the Sensex down 0.97% over the past five sessions. The one-month picture is more telling: both benchmarks are off roughly 3.0%–3.1%, underperforming the ACWI (+1.12% 1M) and Developed Markets (+2.27% 1M). This suggests domestic selling pressure is company-specific and macro-driven rather than a broad emerging-market rout. Notably, the EM ETF is up 5.66% over the month, while the rupee has strengthened 0.93% this week and 0.86% over the month against the dollar — a sign that FII flows may be turning constructive even as index levels consolidate.
The weekly sector data reveals a violent rotation into defensives and rate-sensitive names. Real Estate was the standout, with four sub-indices posting weekly gains between +9.05% and +12.51%, though the 3M trend remains deeply negative (-11% to -16%), implying a sharp mean-reversion bounce. Financial Services also rebounded (+8.98% 1W), likely on short-covering. On the flip side, the data flags Industrials (+6.09% 1W) and Technology (+6.13% to +6.23% 1W) as relative laggards — despite positive weekly moves, they are underperforming the momentum in realty. The real signal is in sub-sectors: Regulated Water (+36.24% 1W) and Grocery Stores (+22% to +28% 1W) point to a defensive bid in utilities and consumer staples, a classic risk-off posture within the broader market.
Commodities are flashing a clear inflationary impulse that will test NSE margins. Brent Crude surged +7.80% this week (+16.72% 1M) and WTI jumped +9.69% 1W (+18.36% 1M), while Natural Gas added +3.01% 1W and Heating Oil +4.21% 1W. This is a direct headwind for paints, lubricants, airlines, and FMCG packaging. Conversely, Gold (-1.08% 1W) and Silver (-1.42% 1W) pulled back despite a weaker US Dollar Index (-0.54% 1W), suggesting profit-taking after strong monthly gains. The INR strength (-0.93% 1W) is a silver lining for importers of crude and edible oils, but the 16%+ monthly spike in Brent will likely squeeze downstream margins. Sugar (+2.90% 1W, +16.06% 1M) and Corn (+16.63% 1M) remain hot, pressuring food processing and livestock names.
Outlook: The divergence between India’s 1M decline (-3%) and the resilience in EM ETF (+5.66% 1M) suggests the market is pricing in a domestic earnings slowdown. Watch for a technical bounce in NIFTY if it holds above recent lows, but the real test will be crude oil — a sustained break above current levels could force another
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.50% | +1.12% | +4.86% | +14.26% | +20.86% |
| AEX | +0.11% | +0.09% | +6.37% | +13.28% | +22.67% |
| Argentina | +2.34% | -3.40% | -3.95% | +17.13% | +49.96% |
| ASX 200 | -0.95% | -2.87% | +4.67% | +4.73% | +1.77% |
| Brazil | +5.40% | +5.47% | +9.03% | +3.22% | +31.93% |
| CAC 40 | -1.46% | -4.84% | +0.92% | +4.59% | +6.83% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.26% | -8.16% | -3.33% | -5.18% | +14.14% |
| DAX | -1.97% | -0.36% | +6.60% | +11.26% | +10.38% |
| Developed | +0.96% | +2.27% | +6.64% | +12.99% | +25.70% |
| Dow Jones | -0.27% | -0.87% | +5.01% | +12.45% | +17.08% |
| EAFE | +0.58% | +0.92% | +5.96% | +10.25% | +18.57% |
| EM ETF | +2.32% | +5.66% | +6.36% | +19.85% | +37.81% |
| EM ETF2 | +1.07% | +2.47% | +5.88% | +12.80% | +19.58% |
| Euro Stoxx 50 | -1.43% | -1.69% | +5.67% | +10.55% | +20.83% |
| FTSE 100 | +0.36% | -0.53% | +4.41% | +4.01% | +17.62% |
| FTSE MIB | -0.98% | -2.95% | +3.65% | +18.34% | +25.22% |
| Hang Seng | +0.26% | +0.47% | +2.76% | -0.45% | +0.49% |
| HSCE | +0.76% | +0.66% | +1.40% | -0.62% | -6.49% |
| IBEX 35 | +0.04% | -0.64% | +10.32% | +18.45% | +33.46% |
| Israel | +2.90% | +4.16% | -0.75% | +3.60% | +36.08% |
| Jakarta | +1.82% | +5.01% | +13.64% | -19.79% | -16.32% |
| KOSPI | -1.50% | +1.35% | -18.05% | +31.29% | +111.04% |
| Malaysia | -1.93% | -1.42% | +1.48% | -0.22% | +6.59% |
| Mexico | -0.94% | -2.30% | -0.83% | -3.64% | +8.74% |
| NASDAQ | +0.40% | +0.60% | +3.10% | +18.40% | +22.11% |
| NIFTY 50 | -1.15% | -3.00% | +3.35% | -3.89% | -2.46% |
| Nikkei 225 | -2.09% | -1.93% | -2.35% | +15.53% | +52.51% |
| Russell 2000 | +0.11% | -0.86% | +5.02% | +17.83% | +25.05% |
| S&P 500 | +0.09% | +0.11% | +4.54% | +14.52% | +18.71% |
| Sensex | -0.97% | -3.09% | +4.07% | -4.64% | -4.45% |
| Shanghai | -0.56% | +0.76% | -0.74% | -4.34% | +4.22% |
| Shenzhen | -3.13% | -4.20% | -8.80% | -4.06% | +13.40% |
| Singapore | +1.79% | +3.95% | +16.89% | +19.71% | +35.26% |
| SMI | -0.03% | -0.85% | +7.78% | +8.25% | +19.09% |
| South Africa | -0.53% | +3.96% | +8.93% | -1.10% | +29.23% |
| Taiwan | +0.47% | +4.85% | +3.28% | +38.24% | +94.27% |
| Thailand | +1.08% | +3.41% | +8.77% | +30.70% | +47.66% |
| Turkey | -4.30% | +1.55% | +1.10% | +4.99% | +28.82% |
| VIX | +0.69% | -4.09% | -32.45% | -43.02% | -4.28% |
| World | +0.45% | +1.13% | +5.24% | +13.95% | +20.47% |
🏭 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 | +7.80% | +16.72% | +3.43% | +3.87% | +43.72% |
| Cocoa | -6.82% | +5.30% | +61.67% | +93.82% | -15.59% |
| Coffee | -6.25% | +0.81% | +31.54% | +8.95% | -15.94% |
| Copper | +0.53% | -1.35% | +5.32% | +14.59% | +46.99% |
| Corn | +0.00% | +16.63% | +22.63% | +14.54% | +28.08% |
| Cotton | -8.34% | +0.56% | +11.76% | +30.43% | +27.41% |
| Crude Oil WTI | +9.69% | +18.36% | +1.04% | +0.64% | +44.11% |
| Gasoline | -7.89% | +9.40% | +5.54% | +17.04% | +59.97% |
| Gold | -1.08% | +4.43% | +2.14% | -13.92% | +24.23% |
| Heating Oil | +4.21% | +16.96% | +26.56% | +25.34% | +94.80% |
| Natural Gas | +3.01% | +12.69% | -7.87% | -6.62% | -3.22% |
| Palladium | -2.69% | +1.25% | +11.47% | -14.81% | +23.51% |
| Platinum | -1.44% | +5.32% | +1.62% | -15.00% | +32.80% |
| Silver | -1.42% | +7.50% | -4.20% | -21.20% | +61.44% |
| Soybeans | +1.37% | +11.80% | +15.36% | +9.18% | +27.84% |
| Sugar | +2.90% | +16.06% | +27.79% | +28.16% | +15.17% |
| Wheat | -6.65% | +13.43% | +23.45% | +17.14% | +42.56% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | +0.59% | +2.44% | +2.59% |
| EUR/USD | -0.30% | +0.55% | +0.80% |
| GBP/USD | -0.59% | +0.35% | +1.38% |
| US Dollar Index | -0.54% | -0.81% | -0.91% |
| USD/BRL | -1.30% | +0.04% | -1.28% |
| USD/CAD | -0.45% | -1.26% | -0.84% |
| USD/CHF | +0.65% | +0.29% | +1.36% |
| USD/CNY | -0.23% | -0.56% | -0.91% |
| USD/IDR | -0.65% | -1.56% | -2.21% |
| USD/INR | -0.93% | -0.86% | -0.91% |
| USD/JPY | -1.95% | -0.88% | -2.47% |
| USD/KRW | -1.89% | -5.01% | -11.45% |
| USD/MXN | -0.90% | -1.90% | -3.30% |
| USD/TRY | +0.37% | +1.61% | +5.00% |
| USD/ZAR | -1.35% | -2.39% | -3.02% |
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