Sector ReturnsEvening Edition

NSE Market Pulse — Monday, 7 September 2026: Gainers, losers, sectors

Monday, 7 September 2026: top gainers KAVDEFENCE, JINDWORLD, NRAIL. 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

StockSectorClose1D
KAVDEFENCE Kavveri Defence & Wireless Technologies Limited Technology ₹67.1 +19.57%
JINDWORLD Jindal Worldwide Limited Consumer Cyclical ₹57.5 +19.44%
NRAIL N R Agarwal Industries Limited Basic Materials ₹584 +17.73%
NIACL The New India Assurance Company Limited Financial Services ₹229.9 +17.70%
SUVIDHAA Suvidhaa Infoserve Limited Technology ₹2.4 +17.48%
RADHIKAJWE Radhika Jeweltech Limited Consumer Cyclical ₹83.2 +16.60%
LANCORHOL Lancor Holdings Limited Real Estate ₹40.4 +16.12%
RML Rane (Madras) Limited Consumer Cyclical ₹1,295.9 +14.95%
NAGREEKEXP Nagreeka Exports Limited Consumer Cyclical ₹24.1 +13.15%
PCJEWELLER PC Jeweller Limited Consumer Cyclical ₹11.9 +12.74%
MARALOVER Maral Overseas Limited Consumer Cyclical ₹61.8 +11.89%
CYBERMEDIA Cyber Media (India) Limited Communication Services ₹26.4 +10.55%

Today’s top losers

StockSectorClose1D
FMGOETZE Federal-Mogul Goetze (India) Limited Consumer Cyclical ₹501.5 -18.29%
DYCL Dynamic Cables Limited Industrials ₹487.9 -10.36%
JAYNECOIND Jayaswal Neco Industries Limited Basic Materials ₹89 -9.77%
KEI KEI Industries Limited Industrials ₹4,850 -8.95%
UGARSUGAR The Ugar Sugar Works Limited Consumer Defensive ₹53.4 -8.90%
JAYKAY Jaykay Enterprises Limited Industrials ₹153.7 -7.67%
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%

FII / DII cash flows

DateFII netDII net
7 Sept 2026 +₹280 Cr +₹567 Cr
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

🤖 AI Market Analysis

Indian Equity Market Overview: The Nifty 50 and Sensex closed the week with losses of 1.25% and 1.07% respectively, extending their one-month declines to 3.22% and 3.01%. This underperformance against global benchmarks—the S&P 500 was flat (0.09% weekly) while the MSCI World added 0.45%—points to persistent domestic profit-booking. Notably, the broader emerging market complex is showing resilience, with the EM ETF up 2.32% this week and 5.66% over the month, suggesting the drag on Indian indices is idiosyncratic rather than a reflection of weak risk appetite for developing economies. The VIX creeping up 2.28% weekly signals rising hedging demand amidst this correction.

Sector Rotation: The tape is dominated by a violent rotation into Real Estate, with multiple sub-indices posting extraordinary weekly gains between 9.05% and 12.51%. This move appears to be a sharp mean-reversion bounce after a brutal three-month drawdown of up to 16.35%. Financial Services also attracted strong bids, up 8.98% on the week. In contrast, the so-called "bottom performers" list is misleading—Industrials (+6.09%) and Technology (+6.13% to +6.23%) are actually advancing, just at a slower clip than the hyper-cyclical leaders. The real laggards are defensives and staples, with Grocery Stores showing extreme bifurcation; one sub-index surged 27.79% while another fell 6.79% monthly, indicating stock-specific stress within consumer names.

Commodities & Currency: The commodity complex is flashing a stagflationary signal. Crude oil is on a tear—Brent up 6.40% weekly and 15.24% monthly, with WTI gaining 17.01% over the month. This is a direct margin threat for Indian aviation, paints, and FMCG packaging sectors. Energy-driven inflation is also visible in Natural Gas (+11.76% monthly) and Heating Oil (+16.34%). However, the rupee is providing a crucial cushion: USD/INR fell 0.95% this week and 0.88% over the month, making imported crude relatively cheaper in local terms. The dollar index is weak (-0.55% weekly), which historically supports FII flows into India. Gold (+3.13% monthly) and Silver (+5.39%) are grinding higher, reinforcing a hedge narrative.

Outlook: The sharp divergence—Indian indices down while EM peers like Taiwan (+7.01% monthly) and Brazil (+5.47% monthly) surge—suggests domestic rotation, not global contagion. Watch if the Real Estate and Financials rally sustains above these weekly gains; a failure would signal a dead-cat bounce. Crude's relentless climb is the single biggest risk to Nifty earnings, but a stable rupee near current levels could offset import costs. With the Nikkei (-2.09%) and KOSPI (-1.50%) weak, Asian sentiment is fragile. Next week, focus on whether Nifty can reclaim its 1-month average or if the

📈 Indian Equity Indexes

Market-cap weighted returns across major NSE/BSE benchmarks.

Index 1W1M3M6M1Y
ACWI +0.50%+1.12%+4.86%+14.26%+20.86%
AEX +0.96%+0.44%+6.13%+11.37%+23.83%
Argentina +0.15%-2.01%-1.50%+17.00%+53.91%
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 -0.33%-4.68%+1.78%+3.10%+7.03%
Chile +2.18%+1.07%-4.56%-1.17%-7.98%
CSI 300 -2.56%-7.42%-3.41%-3.43%+14.89%
DAX -0.99%-1.22%+7.45%+8.47%+9.21%
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 -0.25%-1.84%+6.55%+11.96%+20.26%
FTSE 100 -0.02%-0.42%+5.81%+5.22%+17.36%
FTSE MIB -0.70%-2.74%+4.43%+15.58%+25.21%
Hang Seng -0.60%-0.99%+3.07%+0.65%+0.84%
HSCE -0.98%-1.19%+1.06%-0.64%-6.55%
IBEX 35 +0.21%-0.79%+10.33%+14.74%+31.54%
Israel +4.28%+4.04%+0.93%+3.81%+35.98%
Jakarta +1.44%+4.23%+18.32%-19.97%-16.19%
KOSPI -1.50%+1.35%-18.05%+31.29%+111.04%
Malaysia -0.64%-1.91%+1.26%+0.98%+8.42%
Mexico -1.22%-3.45%-0.29%-3.38%+7.96%
NASDAQ +0.40%+0.60%+3.10%+18.40%+22.11%
NIFTY 50 -1.25%-3.22%+2.31%-2.86%-2.65%
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 -1.07%-3.01%+3.00%-3.77%-4.61%
Shanghai -1.34%-0.19%-1.93%-4.64%+2.80%
Shenzhen -1.71%-3.75%-9.78%-2.81%+13.22%
Singapore +0.64%+2.72%+15.31%+19.47%+34.80%
SMI +0.10%-1.68%+6.22%+9.20%+17.21%
South Africa +1.65%+4.32%+9.60%+1.64%+28.48%
Taiwan +2.60%+7.01%+8.79%+40.85%+99.15%
Thailand -0.56%+2.95%+8.67%+30.32%+45.10%
Turkey -1.27%+2.70%+2.98%+9.42%+31.79%
VIX +2.28%+2.42%-19.34%-38.79%+0.99%
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 1W1M3M6M1Y
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 1W1M3M
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 1W1M3M6M1Y
Brent Crude +6.40%+15.24%+2.15%-2.71%+46.99%
Cocoa -6.82%+5.30%+61.67%+93.82%-15.59%
Coffee -6.25%+0.81%+31.54%+8.95%-15.94%
Copper +1.35%+1.70%+5.58%+15.21%+49.08%
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 +6.67%+17.01%+0.20%-3.47%+47.86%
Gasoline -6.47%+7.68%+4.69%+14.46%+63.66%
Gold +1.03%+3.13%+3.25%-12.08%+23.90%
Heating Oil +1.00%+16.34%+26.12%+26.59%+98.52%
Natural Gas +1.36%+11.76%-5.47%-4.65%-2.40%
Palladium +3.01%+2.17%+16.90%-15.54%+26.30%
Platinum +2.10%+4.34%+4.38%-15.84%+32.16%
Silver +0.80%+5.39%-2.45%-20.57%+62.51%
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 1W1M3M
AUD/USD +0.82%+2.68%+2.83%
EUR/USD +0.39%+0.95%+0.86%
GBP/USD +0.03%+0.66%+1.28%
US Dollar Index -0.55%-0.72%-1.16%
USD/BRL -1.26%+0.08%-1.24%
USD/CAD -0.65%-1.46%-1.04%
USD/CHF -0.01%-0.45%+1.19%
USD/CNY -0.40%-0.74%-1.09%
USD/IDR -0.66%-1.57%-2.22%
USD/INR -0.95%-0.88%-0.93%
USD/JPY -3.67%-2.63%-3.82%
USD/KRW -2.25%-5.35%-11.77%
USD/MXN -0.67%-1.67%-3.08%
USD/TRY +0.37%+1.61%+5.00%
USD/ZAR -1.06%-2.11%-2.75%

Drill deeper — run live sector and screener analysis on QUANTSCASE

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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