NSE Market Pulse — Sunday, 6 September 2026: Gainers, losers, sectors
Sunday, 6 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% |
| EXCEL Landsmill Green Limited | Industrials | ₹0.6 | -5.97% |
| LANDSMILL 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 Equity Market Overview: Nifty 50 and Sensex closed the week with losses of 1.15% and 0.97% respectively, extending the one-month downtrend to roughly 3%. This underperformance stands in stark contrast to the resilience seen in developed markets (ACWI +0.50% weekly) and select emerging markets. The sharp divergence from the EM ETF (+2.32% weekly) suggests India-specific headwinds, likely valuation concerns and profit booking after a strong run. However, the INR appreciated 0.93% against the USD over the week, hinting at underlying foreign flows stabilizing. The VIX remained subdued at +0.69% weekly, indicating that the correction is orderly rather than panic-driven.
Sector Rotation & Themes: The standout theme is an aggressive rotation into Real Estate, with multiple sub-indices posting extraordinary weekly gains between +9% and +12.5%. This is a sharp reversal from the 3-month picture, where real estate was down 11-16%, suggesting a powerful mean-reversion trade. Financial Services also rebounded strongly (+8.98% weekly), likely on hopes of improved credit demand. On the flip side, the "bottom performers" list is misleading—Industrials (+6.09%) and Technology (+6.13% to +6.23%) actually rose but lagged the speculative frenzy in rate-sensitive assets. The real laggards are global-facing sectors, as evidenced by the weak performance of the broader market. Sub-sector data shows a bizarre surge in Regulated Water Utilities (+36.24%) and Grocery Stores (+27.79%), indicating retail speculation in low-float, defensive names.
Commodities & Currency Impact: The commodity complex is flashing a clear inflationary signal. Brent crude surged 7.80% weekly and is up 16.72% over the month, with WTI gaining 9.69% weekly. This is a major margin concern for Indian paint, tyre, and aviation sectors. More alarming is the spike in food commodities—Corn (+22.27% monthly), Soybeans (+13.18%), and Sugar (+15.74%)—which will pressure FMCG and consumer staple margins. The sharp drop in Coffee (-15.31%) and Cotton (-8.34%) offers some relief. The INR's strength (-0.93% weekly) is a silver lining, helping offset imported inflation for oil marketing companies and reducing input costs for electronics manufacturers. However, with Brent above recent ranges, the rupee's resilience will be tested.
Outlook for Next Week: The key watchpoint is whether the real estate and financial rally has legs or is a short-covering bounce. Given the 3-month downtrend in these sectors, follow-through buying is critical. Globally, the divergence between surging EM ETF (+5.66% monthly) and India's decline suggests FIIs are rotating into cheaper Asian markets like Taiwan (+4.85% monthly) and Singapore (+3.95%). With crude oil up 18% monthly, watch for any government intervention on fuel prices. The USD/JPY drop (-1.95% weekly) and KRW strength (-1.89% weekly) signal risk-on flows in Asia, which could eventually spill over to India.
📈 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 | -5.39% | +6.91% | +64.14% | +96.78% | -14.30% |
| Coffee | -15.31% | -8.94% | +18.82% | -1.58% | -24.07% |
| Copper | +1.84% | -0.07% | +6.69% | +16.08% | +48.90% |
| Corn | +4.83% | +22.27% | +28.56% | +20.08% | +34.27% |
| 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 | -0.03% | +5.53% | +3.22% | -13.01% | +25.54% |
| 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 | -1.73% | +2.26% | +12.57% | -13.96% | +24.74% |
| Platinum | -1.17% | +5.61% | +1.90% | -14.77% | +33.17% |
| Silver | -0.37% | +8.64% | -3.18% | -20.36% | +63.15% |
| Soybeans | +2.62% | +13.18% | +16.79% | +10.53% | +29.42% |
| Sugar | +2.62% | +15.74% | +27.44% | +27.80% | +14.85% |
| Wheat | -4.30% | +16.28% | +26.55% | +20.08% | +46.14% |
💱 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 | -0.77% | -1.77% | -3.18% |
| USD/TRY | +0.35% | +1.58% | +4.97% |
| 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
