NSE Market Pulse — Tuesday, 29 September 2026: Gainers, losers, sectors
Tuesday, 29 September 2026: top gainers OPTIEMUS, CUBEXTUB, RACE. 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 |
|---|---|---|---|
| OPTIEMUS Optiemus Infracom Limited | Technology | ₹708.9 | +20.00% |
| CUBEXTUB Cubex Tubings Limited | Basic Materials | ₹104.9 | +19.99% |
| RACE Race Eco Chain Limited | Industrials | ₹120 | +19.99% |
| CRESTO Cresto Techno Limited | Communication Services | ₹19.2 | +19.99% |
| SILLYMONKS Silly Monks Entertainment Limited | Communication Services | ₹19.2 | +19.99% |
| REGAAL Regaal Resources Limited | Consumer Defensive | ₹97.2 | +16.50% |
| TRANSRAILL Transrail Lighting Limited | Industrials | ₹477.2 | +15.20% |
| GABRIEL Gabriel India Limited | Consumer Cyclical | ₹1,471.4 | +14.04% |
| ARVEE Arvee Laboratories (India) Ltd. | Basic Materials | ₹236.1 | +13.02% |
| ISFT IntraSoft Technologies Limited | Consumer Cyclical | ₹104 | +12.95% |
| CREATIVEYE Creative Eye Limited | Communication Services | ₹6.3 | +12.61% |
| ARIHANTCAP Arihant Capital Markets Limited | Financial Services | ₹91 | +11.49% |
Today’s top losers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| AVROIND Avro India Limited | Consumer Cyclical | ₹7.2 | -8.47% |
| HGM Handson Global Management (HGM) Limited | Technology | ₹42.7 | -8.18% |
| ATALREAL Atal Realtech Limited | Industrials | ₹13.1 | -6.98% |
| SHRIKRISH Shri Krishna Devcon Limited | Real Estate | ₹34.8 | -6.74% |
| JISLJALEQS Jain Irrigation Systems Limited | Industrials | ₹28.9 | -6.56% |
| HEG HEG Limited | Industrials | ₹232.9 | -6.28% |
| ACUTAAS Acutaas Chemicals Limited | Basic Materials | ₹3,213.7 | -6.19% |
| LEXUS Lexus Granito (India) Limited | Industrials | ₹12.5 | -5.82% |
| RSL Rajputana Stainless Limited | Basic Materials | ₹187.3 | -5.36% |
| KAYNES Kaynes Technology India Limited | Technology | ₹3,455 | -5.34% |
| AEGISVOPAK Aegis Vopak Terminals Limited | Energy | ₹301.4 | -5.31% |
| ASHIANA Ashiana Housing Limited | Real Estate | ₹385 | -5.07% |
FII / DII cash flows
| Date | FII net | DII net |
|---|---|---|
| 29 Sept 2026 | ₹-9980 Cr | +₹6953 Cr |
| 28 Sept 2026 | ₹-5353 Cr | +₹5189 Cr |
| 25 Sept 2026 | ₹-3694 Cr | +₹2838 Cr |
| 22 Sept 2026 | ₹-3810 Cr | +₹4120 Cr |
| 21 Sept 2026 | ₹-576 Cr | +₹2797 Cr |
| 18 Sept 2026 | +₹600 Cr | +₹1020 Cr |
| 17 Sept 2026 | ₹-3209 Cr | +₹3618 Cr |
🤖 AI Market Analysis
Indian equities are under pressure. The NIFTY 50 fell 2.63% over the week and 6.04% over the month, while the Sensex dropped 2.68% and 6.13% respectively. This underperformance against global peers — the S&P 500 lost just 1.37% weekly, and the NASDAQ actually gained 1.38% over the month — signals that domestic factors are amplifying the global risk-off mood. The VIX jumped 13.16% in a week, confirming that fear is rising faster than prices are falling, which typically precedes further volatility.
Sector rotation shows a defensive tilt with a speculative edge. Real Estate dominated the leaderboard with four separate entries gaining between 9.05% and 12.51% weekly, though the 3-month picture remains deeply negative for most of these names — a classic dead-cat bounce. Financial Services added 8.98% for the week. Meanwhile, the "bottom performers" list is misleading: Industrials and Technology still posted weekly gains of 6.09% and 6.13%, meaning the worst relative performers were simply less explosive than real estate. The standout sub-sector themes were Regulated Water Utilities (+36.24%) and Grocery Stores (+27.79%), pointing to defensive rotation.
Commodities and currencies are flashing caution. Gold fell 4.38% weekly and 10.13% monthly, while silver dropped 6.97% — a sharp reversal that hurts precious-metal linked plays. Crude oil declined 2.29% (Brent) but remains up 8.59% over the month, keeping input-cost pressure on paint, aviation, and tyre sectors. The US Dollar Index rose 0.87% weekly, and USD/INR edged up 0.27% to 0.62% monthly, a mild headwind for IT exporters but not yet alarming. Natural Gas gained 2.33%, offering marginal support to gas distributors.
Outlook: Watch whether Real Estate's rally sustains or fades — its negative 3-month returns suggest caution. The VIX at elevated levels and NIFTY's 6% monthly drawdown mean investors should prioritise balance-sheet strength over momentum. Currency stability near current USD/INR levels and any cooling in crude will be key triggers for a relief bounce next week.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -1.95% | -1.28% | +1.31% | +18.51% | +15.79% |
| AEX | +0.99% | +1.46% | +4.58% | +14.86% | +16.99% |
| Argentina | -7.32% | -8.42% | -12.32% | +0.32% | +63.86% |
| ASX 200 | -0.60% | -4.54% | -0.50% | +2.33% | -1.91% |
| Brazil | -2.69% | +3.82% | +6.22% | -0.08% | +24.50% |
| CAC 40 | -1.30% | -3.43% | -5.03% | +0.85% | -0.10% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.23% | -9.95% | -6.05% | -6.07% | +11.75% |
| DAX | -0.65% | -3.22% | -0.66% | +9.07% | +6.42% |
| Developed | -2.56% | -3.02% | -0.56% | +14.22% | +19.26% |
| Dow Jones | -1.37% | -4.49% | -2.23% | +13.13% | +10.61% |
| EAFE | -2.23% | -3.34% | +0.24% | +10.69% | +12.41% |
| EM ETF | -2.92% | -0.08% | -1.94% | +22.53% | +27.27% |
| EM ETF2 | -2.82% | -2.33% | -0.53% | +13.27% | +10.88% |
| Euro Stoxx 50 | +0.07% | -1.42% | -0.49% | +14.21% | +16.24% |
| FTSE 100 | -0.61% | -1.67% | +1.57% | +5.09% | +13.82% |
| FTSE MIB | -0.55% | -1.53% | -1.18% | +13.33% | +21.26% |
| Hang Seng | -2.25% | -4.08% | +6.37% | -1.34% | -7.61% |
| HSCE | -2.20% | -3.93% | +7.44% | -2.52% | -13.51% |
| IBEX 35 | -1.10% | -2.19% | -0.69% | +11.13% | +26.07% |
| Israel | -1.92% | +1.31% | +1.52% | -3.43% | +36.43% |
| Jakarta | -2.47% | -6.19% | +8.48% | -12.82% | -20.49% |
| KOSPI | +2.60% | +1.20% | -22.85% | +24.05% | +106.02% |
| Malaysia | -2.35% | -5.61% | -1.32% | -4.01% | +2.53% |
| Mexico | +0.92% | -0.66% | -3.27% | -5.19% | +4.41% |
| NASDAQ | -1.75% | +1.38% | +2.11% | +28.73% | +19.05% |
| NIFTY 50 | -2.63% | -6.04% | -5.37% | -2.53% | -10.31% |
| Nikkei 225 | +3.06% | +0.03% | -4.77% | +27.88% | +50.28% |
| Russell 2000 | -3.04% | -5.73% | -7.35% | +16.07% | +15.10% |
| S&P 500 | -1.37% | -0.69% | +2.12% | +20.73% | +15.27% |
| Sensex | -2.68% | -6.13% | -5.71% | -3.65% | -12.22% |
| Shanghai | -3.02% | -3.08% | -6.86% | -2.13% | -1.04% |
| Shenzhen | -6.03% | -7.53% | -19.96% | -6.24% | -0.17% |
| Singapore | -0.16% | -0.70% | +10.72% | +16.69% | +33.96% |
| SMI | -0.22% | -2.54% | -3.00% | +9.90% | +17.24% |
| South Africa | -4.51% | -9.98% | -0.38% | +0.67% | +9.34% |
| Taiwan | +0.96% | +3.60% | +5.85% | +42.88% | +88.90% |
| Thailand | -3.02% | +0.39% | +5.97% | +27.09% | +41.50% |
| Turkey | -6.88% | -14.26% | -14.35% | -3.43% | +8.02% |
| VIX | +13.16% | +7.77% | -3.07% | -34.47% | -1.23% |
| World | -2.00% | -1.86% | +0.68% | +17.76% | +15.46% |
🏭 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 | -2.29% | +8.59% | +33.00% | -14.01% | +38.29% |
| Cocoa | -1.18% | -18.22% | +6.72% | +69.19% | -22.73% |
| Coffee | +4.06% | -18.07% | -8.95% | -3.14% | -25.05% |
| Copper | -2.15% | +0.80% | +6.81% | +20.79% | +40.27% |
| Corn | -3.07% | +1.61% | +26.04% | +14.15% | +23.28% |
| Cotton | +1.20% | -10.31% | +11.67% | +14.90% | +26.11% |
| Crude Oil WTI | -3.19% | +9.80% | +31.76% | -10.99% | +39.33% |
| Gasoline | -9.82% | -9.88% | +4.34% | -6.16% | +54.36% |
| Gold | -4.38% | -10.13% | +3.78% | -6.70% | +11.15% |
| Heating Oil | -9.96% | +2.14% | +34.16% | +1.96% | +83.21% |
| Natural Gas | +2.33% | +5.06% | -7.36% | +5.09% | +7.02% |
| Palladium | -6.10% | -15.02% | +1.17% | -14.39% | -5.99% |
| Platinum | -6.70% | -7.96% | +9.70% | -9.82% | +7.44% |
| Silver | -6.97% | -8.45% | +3.12% | -12.78% | +32.70% |
| Soybeans | -2.28% | +1.49% | +15.98% | +11.68% | +27.77% |
| Sugar | +7.67% | +7.86% | +32.08% | +21.80% | +19.34% |
| Wheat | -4.25% | -10.46% | +18.25% | +13.14% | +32.13% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -1.99% | -2.59% | +1.24% |
| EUR/USD | -1.14% | -2.20% | -0.39% |
| GBP/USD | -1.23% | -2.47% | -0.55% |
| US Dollar Index | +0.87% | +1.78% | +0.29% |
| USD/BRL | +2.44% | +0.85% | +0.28% |
| USD/CAD | +1.16% | +2.13% | -0.15% |
| USD/CHF | +1.73% | +3.24% | +3.20% |
| USD/CNY | +0.03% | -0.42% | -1.42% |
| USD/IDR | +0.82% | +1.37% | -0.03% |
| USD/INR | +0.27% | +0.62% | +0.58% |
| USD/JPY | +0.20% | -1.53% | -2.99% |
| USD/KRW | -1.28% | -1.53% | -12.61% |
| USD/MXN | +4.81% | +5.95% | +2.79% |
| USD/TRY | +0.39% | +1.55% | +4.97% |
| USD/ZAR | +1.36% | +1.68% | +0.28% |
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
