NSE Market Pulse — Thursday, 1 October 2026: Gainers, losers, sectors
Thursday, 1 October 2026: top gainers ALICON, JHS, ESTER. 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 |
|---|---|---|---|
| ALICON Alicon Castalloy Limited | Industrials | ₹869.8 | +20.00% |
| JHS JHS Svendgaard Laboratories Limited | Consumer Defensive | ₹12.5 | +19.94% |
| ESTER Ester Industries Limited | Basic Materials | ₹101.2 | +19.72% |
| LGHL Laxmi Goldorna House Limited | Consumer Cyclical | ₹200 | +11.93% |
| ESSARSHPNG Essar Shipping Limited | Industrials | ₹18.9 | +11.45% |
| TVSELECT TVS Electronics Limited | Technology | ₹416.2 | +11.18% |
| ADL Archidply Decor Limited | Consumer Cyclical | ₹77.6 | +10.86% |
| HUBTOWN Hubtown Limited | Real Estate | ₹182.3 | +9.54% |
| SUNTV Sun TV Network Limited | Communication Services | ₹605 | +9.35% |
| LANDSMILL Landsmill Green Limited | Industrials | ₹1 | +9.09% |
| EXCEL Landsmill Green Limited | Industrials | ₹1 | +9.09% |
| TPLPLASTEH TPL Plastech Limited | Consumer Cyclical | ₹71.1 | +9.01% |
Today’s top losers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| SSDL Saraswati Saree Depot Limited | Consumer Cyclical | ₹75.8 | -9.66% |
| WANBURY Wanbury Limited | Healthcare | ₹199.5 | -8.04% |
| FORTIS Fortis Healthcare Limited | Healthcare | ₹770 | -6.33% |
| XELPMOC Xelpmoc Design and Tech Limited | Technology | ₹80.2 | -6.18% |
| APOLLOHOSP Apollo Hospitals Enterprise Limited | Healthcare | ₹8,165.5 | -5.70% |
| RAJSREESUG Rajshree Sugars & Chemicals Limited | Consumer Defensive | ₹28.9 | -5.59% |
| MANINDS Man Industries (India) Limited | Basic Materials | ₹907.4 | -5.44% |
| MAXHEALTH Max Healthcare Institute Limited | Healthcare | ₹929.8 | -5.33% |
| DHARMAJ Dharmaj Crop Guard Limited | Basic Materials | ₹264.4 | -5.17% |
| RAMKY Ramky Infrastructure Limited | Industrials | ₹279.1 | -5.08% |
| STYLEBAAZA Baazar Style Retail Limited | Consumer Cyclical | ₹384.8 | -5.00% |
| GANESHBE Ganesh Benzoplast Limited | Basic Materials | ₹130.9 | -5.00% |
FII / DII cash flows
| Date | FII net | DII net |
|---|---|---|
| 1 Oct 2026 | ₹-9484 Cr | +₹10042 Cr |
| 30 Sept 2026 | ₹-10148 Cr | +₹11272 Cr |
| 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 |
🤖 AI Market Analysis
Indian equities had a rough week, with the NIFTY 50 down 2.78% and the Sensex off 2.27%, extending the one-month decline to 6.79% and 6.54% respectively. This underperformance stands out against a mixed global backdrop — the S&P 500 slipped just 0.91% and the NASDAQ only 0.45%, while Taiwan gained 1.16% and Japan's Nikkei rose 2.67%. The VIX jumping 10.27% this week signals rising risk aversion, and with the Dollar Index up 0.62% and USD/INR up 0.59%, foreign flows appear to be turning cautious on emerging markets, including India.
Sector rotation shows a clear defensive and rate-sensitive tilt. Real Estate dominated the top performers with weekly gains of 12.51%, 11.89%, 9.81% and 9.05%, alongside Financial Services at 8.98% — a sharp rebound after weak three-month numbers, suggesting value hunting. The standout anomaly is Grocery Stores (Consumer Defensive), which surged 68.79% and 67.42% in a week, pointing to defensive accumulation. On the lagging side, Industrials (+6.09%) and Technology (+6.13%) still posted positive weekly returns but trailed the leaders, hinting that cyclical and growth pockets are losing momentum relative to defensives.
Commodities and currencies add pressure on domestic sectors. Brent Crude fell 4.62% this week, offering relief to oil-marketing and aviation names, though it remains up 7.42% over the month. Gold (-2.36%) and Silver (-3.68%) weakened as the dollar firmed, while Natural Gas plunged 9.31%. Copper slipped 2.21%, a mild negative for metals-linked industrials. The rupee's 1.42% monthly depreciation against the dollar could support IT and pharma exporters but raises imported inflation risks, particularly with USD/CNY down 0.18% signalling regional currency divergence.
Next week, watch whether Real Estate and Financials can sustain their rebound or if it was a short-covering bounce. The VIX at elevated levels and a firm dollar suggest volatility may persist. Global cues from China (CSI 300 -5.23%, Shenzhen -6.09%) remain a drag on EM sentiment. Retail investors should monitor crude's monthly uptrend, the rupee's trajectory, and whether defensive sectors like Grocery Stores continue attracting flows — a sign of caution that often precedes broader market consolidation.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -1.29% | -0.88% | +1.19% | +13.13% | +14.30% |
| AEX | -0.27% | +0.01% | +1.98% | +13.57% | +14.15% |
| Argentina | -6.77% | -11.76% | -13.18% | -4.36% | +51.35% |
| ASX 200 | +0.27% | -3.06% | -0.62% | +2.45% | -1.75% |
| Brazil | +0.48% | +2.86% | +6.08% | -1.65% | +27.09% |
| CAC 40 | -2.86% | -5.20% | -7.42% | -0.74% | -1.52% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.23% | -9.95% | -6.05% | -6.07% | +11.75% |
| DAX | -1.11% | -3.31% | -3.23% | +9.00% | +2.30% |
| Developed | -1.58% | -3.02% | -1.24% | +7.35% | +16.71% |
| Dow Jones | -1.43% | -4.08% | -4.32% | +8.70% | +9.09% |
| EAFE | -1.80% | -3.63% | -1.68% | +4.07% | +9.91% |
| EM ETF | -1.32% | -0.61% | +1.00% | +15.95% | +24.27% |
| EM ETF2 | -1.74% | -3.05% | -0.36% | +8.52% | +8.58% |
| Euro Stoxx 50 | -1.34% | -2.73% | -3.27% | +7.95% | +12.38% |
| FTSE 100 | -2.35% | -3.05% | -2.34% | +0.62% | +10.62% |
| FTSE MIB | -2.25% | -2.72% | -4.87% | +10.94% | +16.96% |
| Hang Seng | -0.89% | -2.83% | +5.41% | -1.36% | -7.28% |
| HSCE | -0.65% | -2.87% | +6.76% | -2.76% | -13.22% |
| IBEX 35 | -2.75% | -3.76% | -3.30% | +9.12% | +22.36% |
| Israel | -2.07% | -0.53% | +2.67% | -4.02% | +35.45% |
| Jakarta | -4.59% | -8.89% | +4.61% | -17.70% | -23.49% |
| KOSPI | -2.42% | +0.72% | -18.54% | +25.23% | +100.69% |
| Malaysia | -2.51% | -4.13% | -1.60% | -3.55% | +1.92% |
| Mexico | -1.16% | -1.54% | -5.28% | -7.93% | +0.96% |
| NASDAQ | -0.45% | +2.75% | +3.81% | +22.79% | +18.35% |
| NIFTY 50 | -2.78% | -6.79% | -7.62% | +0.41% | -10.92% |
| Nikkei 225 | +2.67% | +0.94% | -3.76% | +24.19% | +49.11% |
| Russell 2000 | -1.92% | -4.76% | -7.18% | +10.69% | +14.14% |
| S&P 500 | -0.91% | +0.03% | +2.01% | +16.10% | +14.13% |
| Sensex | -2.27% | -6.54% | -7.53% | -0.05% | -12.41% |
| Shanghai | -2.78% | -3.61% | -4.63% | -2.07% | -0.47% |
| Shenzhen | -6.09% | -8.04% | -16.85% | -6.11% | -0.91% |
| Singapore | -0.28% | -1.33% | +8.07% | +13.90% | +31.80% |
| SMI | -1.98% | -5.10% | -4.69% | +4.93% | +13.53% |
| South Africa | -5.30% | -10.76% | -4.45% | -1.47% | +3.40% |
| Taiwan | +1.16% | +4.82% | +2.84% | +48.70% | +90.69% |
| Thailand | -3.02% | +0.39% | +5.97% | +27.09% | +41.50% |
| Turkey | -4.96% | -12.82% | -15.04% | -2.99% | +10.87% |
| VIX | +10.27% | +13.68% | +10.98% | -28.51% | +3.91% |
| World | -1.26% | -1.42% | +0.56% | +12.42% | +13.96% |
🏭 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 |
|---|---|---|---|---|
| Grocery Stores | Consumer Defensive | +68.79% | +63.72% | +66.17% |
| Grocery Stores | Consumer Defensive | +67.42% | +63.26% | +69.68% |
| 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% |
🛢️ Commodities
Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD.
| Commodity | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Brent Crude | -4.62% | +7.42% | +41.60% | +0.50% | +51.70% |
| Cocoa | -6.28% | -20.04% | +5.86% | +56.62% | -22.37% |
| Coffee | +3.14% | -17.02% | -10.03% | -4.63% | -24.24% |
| Copper | -2.21% | +0.98% | +7.45% | +16.82% | +36.73% |
| Corn | -5.50% | -4.41% | +17.29% | +9.74% | +19.98% |
| Cotton | -1.35% | -12.85% | +8.09% | +10.85% | +23.88% |
| Crude Oil WTI | -2.21% | +2.55% | +34.69% | -7.59% | +48.34% |
| Gasoline | -5.75% | +7.16% | +15.16% | +8.68% | +70.29% |
| Gold | -2.36% | -4.54% | +1.72% | -12.81% | +8.35% |
| Heating Oil | -2.17% | -1.06% | +45.42% | +14.07% | +98.39% |
| Natural Gas | -9.31% | +2.96% | -6.45% | +6.07% | -9.48% |
| Palladium | -6.83% | -10.15% | -6.21% | -19.95% | -6.33% |
| Platinum | -1.49% | -2.19% | +6.58% | -12.51% | +8.73% |
| Silver | -3.68% | -5.41% | +0.79% | -19.44% | +32.14% |
| Soybeans | -3.02% | -2.22% | +12.90% | +9.35% | +27.55% |
| Sugar | +6.60% | +2.07% | +26.20% | +22.56% | +16.40% |
| Wheat | -4.28% | -11.42% | +14.61% | +13.26% | +33.22% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -1.59% | -3.14% | -0.21% |
| EUR/USD | -1.10% | -2.93% | -1.59% |
| GBP/USD | -0.22% | -2.25% | -1.06% |
| US Dollar Index | +0.62% | +2.26% | +1.05% |
| USD/BRL | +1.18% | +1.42% | +0.79% |
| USD/CAD | +1.03% | +2.57% | +0.33% |
| USD/CHF | +0.67% | +2.33% | +3.33% |
| USD/CNY | -0.18% | -0.32% | -1.32% |
| USD/IDR | +0.53% | +1.33% | -0.37% |
| USD/INR | +0.59% | +1.42% | +1.14% |
| USD/JPY | -0.50% | -1.70% | -2.47% |
| USD/KRW | +0.04% | -0.72% | -10.97% |
| USD/MXN | +4.45% | +7.84% | +4.84% |
| USD/TRY | +0.36% | +1.55% | +4.74% |
| USD/ZAR | +1.89% | +3.23% | +2.76% |
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
