NSE Market Pulse — Friday, 2 October 2026: Gainers, losers, sectors
Friday, 2 October 2026: top gainers SMLT, XELPMOC, RVTH. 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 |
|---|---|---|---|
| SMLT Sarthak Metals Limited | Industrials | ₹74.2 | +19.99% |
| XELPMOC Xelpmoc Design and Tech Limited | Technology | ₹93.7 | +16.74% |
| RVTH Revathi Equipment India Limited | Industrials | ₹776.7 | +15.96% |
| KREBSBIO Krebs Biochemicals & Industries Limited | Healthcare | ₹68.1 | +13.04% |
| THOMASCOTT Thomas Scott (India) Limited | Consumer Cyclical | ₹300.2 | +12.29% |
| EUROTEXIND Eurotex Industries and Exports Limited | Real Estate | ₹15.7 | +10.00% |
| GTECJAINX G-Tec Jainx Education Limited | Consumer Defensive | ₹35.9 | +9.99% |
| VIVIANA Viviana Power Tech Limited | Industrials | ₹774.5 | +9.96% |
| LGHL Laxmi Goldorna House Limited | Consumer Cyclical | ₹219.5 | +9.71% |
| LOKESHMACH Lokesh Machines Limited | Industrials | ₹400.8 | +9.54% |
| LANDSMILL Landsmill Green Limited | Industrials | ₹1.1 | +9.38% |
| EXCEL Landsmill Green Limited | Industrials | ₹1.1 | +9.38% |
Today’s top losers
| Stock | Sector | Close | 1D |
|---|---|---|---|
| LEXUS Lexus Granito (India) Limited | Industrials | ₹10.6 | -10.20% |
| SUPREMEINF Supreme Infrastructure India Limited | Industrials | ₹66.9 | -9.42% |
| ESSARSHPNG Essar Shipping Limited | Industrials | ₹17.2 | -9.05% |
| DELTACORP Delta Corp Limited | Consumer Cyclical | ₹73.5 | -8.73% |
| SSDL Saraswati Saree Depot Limited | Consumer Cyclical | ₹69.4 | -8.47% |
| POLICYBZR PB Fintech Limited | Financial Services | ₹980 | -7.89% |
| SGIL Synergy Green Industries Limited | Industrials | ₹613.9 | -7.86% |
| WILLAMAGOR Williamson Magor & Co. Limited | Financial Services | ₹21.2 | -7.83% |
| MUNJALAU Munjal Auto Industries Limited | Consumer Cyclical | ₹104.1 | -7.79% |
| BAJAJ-AUTO Bajaj Auto Limited | Consumer Cyclical | ₹10,045 | -7.62% |
| ELIN Elin Electronics Limited | Industrials | ₹79.7 | -7.61% |
| NOIDATOLL Noida Toll Bridge Company Limited | Industrials | ₹3.6 | -7.53% |
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. The NIFTY 50 fell 2.78% over the past week and 6.79% over the month, while the Sensex dropped 2.27% and 6.54% respectively. That's a sharper drawdown than most global peers — the S&P 500 slipped just 0.35% for the week and is still up 0.65% for the month, and the NASDAQ actually gained 0.38% weekly. Even China's CSI 300 (-5.23%) and Hang Seng (-3.19%) were only marginally worse. The VIX climbing 6.25% weekly and 10.34% monthly confirms rising risk aversion, and India is clearly bearing the brunt of it.
Sector rotation shows a defensive-to-domestic tilt. Real Estate dominated the leaderboard with four entries returning between +9.05% and +12.51% for the week, suggesting aggressive bottom-fishing after a brutal three-month stretch of -11% to -16%. Financial Services also rallied 8.98% weekly, though its 1M return of just +0.98% and 3M of -3.75% show this is a bounce, not a trend. Grocery Stores stunned with weekly gains of 27% to 72%, a clear defensive rotation into Consumer Defensive names. Interestingly, the listed "bottom performers" — Technology (+6.13%), Industrials (+6.09%) — still posted positive weekly returns, implying the sector data reflects relative ranking rather than absolute weakness.
Commodities and currency add pressure. Brent Crude fell 3.24% and WTI 2.02% for the week, a near-term relief for oil-marketing and aviation-linked sectors, though Brent remains up 5.55% over the month. Gold (-3.51%) and Silver (-5.74%) slid as the US Dollar Index firmed 0.89% weekly and 2.32% monthly. USD/INR rose 0.14% weekly and 1.92% monthly, a mild headwind for importers and IT exporters alike. Sugar surged 12.74% and Coffee 4.24%, keeping input-cost pressure alive for food and beverage players. Palladium's 7.34% weekly plunge signals weak global auto demand — relevant for auto-ancillary sentiment.
Outlook: Watch whether Real Estate's rally sustains or fades given its weak 3M base, and whether USD/INR breaks higher on continued dollar strength. Crude's weekly softening and Grocery Stores' defensive bid suggest investors are positioning for caution. With VIX trending up, expect volatility to persist into next week.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.88% | -0.33% | +1.05% | +14.48% | +14.89% |
| AEX | +0.42% | +1.10% | +3.50% | +11.32% | +16.24% |
| Argentina | -4.72% | -9.84% | -13.75% | -8.02% | +51.88% |
| ASX 200 | -1.01% | -4.05% | -2.45% | -1.31% | -4.15% |
| Brazil | +1.59% | +0.64% | +8.09% | -0.88% | +27.37% |
| CAC 40 | -2.23% | -4.70% | -6.39% | -4.44% | -0.97% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.23% | -9.95% | -6.05% | -6.07% | +11.75% |
| DAX | -0.68% | -2.95% | -0.90% | +4.80% | +3.52% |
| Developed | -1.51% | -2.53% | -1.58% | +9.46% | +17.20% |
| Dow Jones | -1.47% | -3.76% | -3.75% | +9.81% | +9.96% |
| EAFE | -1.96% | -3.33% | -1.87% | +5.60% | +9.93% |
| EM ETF | -0.96% | +0.27% | -0.36% | +18.98% | +25.10% |
| EM ETF2 | -1.38% | -2.37% | -1.23% | +10.24% | +8.82% |
| Euro Stoxx 50 | -1.04% | -2.27% | -1.30% | +9.57% | +12.80% |
| FTSE 100 | -2.18% | -3.41% | -1.78% | +0.24% | +10.23% |
| FTSE MIB | -2.77% | -3.47% | -3.86% | +7.09% | +16.58% |
| Hang Seng | -3.19% | -5.29% | +1.51% | -3.15% | -9.00% |
| HSCE | -2.85% | -4.97% | +2.79% | -4.39% | -14.30% |
| IBEX 35 | -3.22% | -4.67% | -2.92% | +5.15% | +22.79% |
| Israel | -2.07% | -0.53% | +2.67% | -4.02% | +35.45% |
| Jakarta | -3.28% | -9.46% | +2.74% | -15.73% | -23.94% |
| KOSPI | -0.66% | +2.22% | -17.76% | +28.18% | +102.09% |
| Malaysia | -2.44% | -4.56% | -1.86% | -4.57% | +2.03% |
| Mexico | -2.38% | -2.22% | -5.96% | -7.42% | +2.45% |
| NASDAQ | +0.38% | +3.64% | +4.02% | +24.19% | +19.41% |
| NIFTY 50 | -2.78% | -6.79% | -7.62% | +0.41% | -10.92% |
| Nikkei 225 | +5.25% | +3.84% | -0.74% | +28.64% | +53.57% |
| Russell 2000 | -0.12% | -4.03% | -5.83% | +12.02% | +16.05% |
| S&P 500 | -0.35% | +0.65% | +2.38% | +17.22% | +14.98% |
| 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 | -1.34% | -1.96% | +7.13% | +13.89% | +30.34% |
| SMI | -2.10% | -5.15% | -4.92% | +5.17% | +12.75% |
| South Africa | -3.88% | -9.55% | -4.49% | -2.19% | +3.79% |
| Taiwan | +0.66% | +3.25% | +3.70% | +52.81% | +89.14% |
| Thailand | -3.02% | +0.39% | +5.97% | +27.09% | +41.50% |
| Turkey | -4.88% | -11.93% | -14.94% | -4.07% | +11.42% |
| VIX | +6.25% | +10.34% | -2.05% | -38.71% | -5.11% |
| World | -0.81% | -0.86% | +0.59% | +13.90% | +14.61% |
🏭 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 | +72.73% | +68.99% | +61.97% |
| 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% |
🛢️ Commodities
Commodity returns — Gold, Silver, Crude Oil, Natural Gas and more. Prices in INR/USD.
| Commodity | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| Brent Crude | -3.24% | +5.55% | +40.21% | -7.42% | +54.46% |
| Cocoa | +0.62% | -9.59% | +0.93% | +74.24% | -15.30% |
| Coffee | +4.24% | -11.57% | -20.21% | -1.69% | -24.36% |
| Copper | -2.25% | +0.68% | +5.94% | +17.65% | +35.49% |
| Corn | -5.92% | -4.19% | +12.76% | +9.89% | +19.33% |
| Cotton | -1.84% | -10.33% | +4.75% | +9.22% | +22.66% |
| Crude Oil WTI | -2.02% | -0.52% | +32.08% | -18.83% | +46.55% |
| Gasoline | -3.54% | +5.46% | +8.99% | -0.44% | +73.57% |
| Gold | -3.51% | -5.55% | +0.05% | -10.90% | +6.98% |
| Heating Oil | -4.58% | -4.53% | +35.52% | +2.50% | +94.19% |
| Natural Gas | -6.54% | +1.05% | -7.95% | +6.68% | -14.07% |
| Palladium | -7.34% | -13.04% | -7.09% | -21.48% | -6.36% |
| Platinum | -3.83% | -3.02% | +4.60% | -13.09% | +8.71% |
| Silver | -5.74% | -6.44% | -2.20% | -16.75% | +28.05% |
| Soybeans | -3.18% | -1.90% | +8.01% | +9.76% | +26.06% |
| Sugar | +12.74% | +5.51% | +29.63% | +31.53% | +22.32% |
| Wheat | -2.84% | -9.47% | +12.75% | +14.21% | +34.17% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -0.71% | -2.87% | +0.04% |
| EUR/USD | -0.98% | -2.78% | -1.56% |
| GBP/USD | +0.14% | -1.88% | -1.26% |
| US Dollar Index | +0.89% | +2.32% | +1.01% |
| USD/BRL | +0.72% | +2.65% | +1.64% |
| USD/CAD | +0.77% | +2.96% | +0.33% |
| USD/CHF | +0.13% | +1.99% | +2.99% |
| USD/CNY | -0.18% | -0.30% | -1.43% |
| USD/IDR | +1.90% | +0.96% | -0.85% |
| USD/INR | +0.14% | +1.92% | +0.73% |
| USD/JPY | -0.71% | -0.78% | -2.71% |
| USD/KRW | -1.50% | -0.85% | -11.90% |
| USD/MXN | +2.46% | +6.99% | +4.57% |
| USD/TRY | +0.39% | +1.71% | +4.96% |
| USD/ZAR | +1.42% | +3.74% | +2.87% |
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
