NSE Market Pulse — Sunday, 4 October 2026: Gainers, losers, sectors
Sunday, 4 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% |
| EXCEL Landsmill Green Limited | Industrials | ₹1.1 | +9.38% |
| LANDSMILL 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, underperforming most global peers. The NIFTY 50 fell 2.78% over the week and 6.79% over the month, while the Sensex dropped 2.27% and 6.54% respectively. That's a sharper pullback than the S&P 500 (-0.27% 1W) and even the broader World index (-0.56%). The VIX rose 2.96% for the week and 6.91% for the month, signalling that fear is creeping back into the market. For retail investors, the message is clear: domestic equities are in a corrective phase, and volatility is likely to stay elevated in the near term.
Sector rotation is throwing up some unusual moves. Real Estate dominated the top performers list, with four separate entries posting weekly gains of 9.05% to 12.51%, though most remain deeply negative over three months (-11.79% to -16.35%). Financial Services also bounced 8.98% for the week but is still down 3.75% over three months. On the flip side, Technology and Industrials appear in the "bottom" list with weekly gains of 6.09% to 6.23%, which suggests these were relative laggards in a week when pockets of the market rallied hard. The standout sub-sector was Grocery Stores, up a staggering 72.73% in one week, alongside Utilities-Regulated Water at +36.24%. These are defensive, consumption-linked themes that tend to attract money when investors are nervous.
Commodities and currency are adding pressure. Gold fell 3.68% for the week and 5.72% for the month, while Silver dropped 5.96% and Palladium plunged 7.24%. A stronger US Dollar Index (+0.95% 1W, +2.38% 1M) is weighing on metals and emerging market currencies. The Rupee slipped 0.53% for the week and 1.91% for the month against the dollar. Brent Crude fell 1.98% for the week but is still up 6.92% over the month, which could keep input costs elevated for paint, aviation, and logistics companies. Sugar surged 13.89% for the week, a positive for sugar producers but a worry for food and beverage firms.
Next week, watch the Rupee's move against the dollar and whether the VIX continues climbing. If global risk-off persists, defensive sectors like FMCG and utilities could outperform, while rate-sensitive real estate and financials may stay volatile. Keep an eye on crude oil's monthly trend and any follow-through in Grocery Stores — that sub-sector's 72% weekly spike is not sustainable and could mean-revert sharply. Stay data-driven and avoid chasing one-week wonders.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | -0.60% | -0.04% | +1.34% | +14.81% | +15.22% |
| AEX | +0.42% | +1.09% | +3.49% | +11.31% | +16.24% |
| Argentina | -4.36% | -9.50% | -13.43% | -7.68% | +52.46% |
| ASX 200 | +0.20% | -3.75% | -1.38% | -3.01% | -3.33% |
| Brazil | +4.71% | +3.73% | +11.40% | +2.16% | +31.28% |
| CAC 40 | -2.24% | -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 | -0.70% | -2.97% | -0.92% | +4.78% | +3.50% |
| Developed | -0.99% | -2.01% | -1.06% | +10.04% | +17.82% |
| Dow Jones | -1.26% | -3.55% | -3.54% | +10.05% | +10.20% |
| EAFE | -1.52% | -2.90% | -1.42% | +6.08% | +10.43% |
| EM ETF | -0.46% | +0.77% | +0.15% | +19.58% | +25.73% |
| EM ETF2 | -1.00% | -1.99% | -0.85% | +10.67% | +9.24% |
| Euro Stoxx 50 | -1.02% | -2.26% | -1.29% | +9.58% | +12.81% |
| FTSE 100 | -2.18% | -3.41% | -1.78% | +0.25% | +10.23% |
| FTSE MIB | -2.67% | -3.37% | -3.76% | +7.20% | +16.70% |
| 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 | -3.12% | -4.57% | -2.83% | +5.26% | +22.92% |
| Israel | -2.07% | -0.53% | +2.67% | -4.02% | +35.45% |
| Jakarta | -3.28% | -9.46% | +2.74% | -15.73% | -23.94% |
| KOSPI | -1.09% | +2.46% | -15.65% | +32.71% | +105.18% |
| Malaysia | -2.44% | -4.56% | -1.86% | -4.57% | +2.03% |
| Mexico | -0.71% | -0.54% | -4.35% | -5.83% | +4.20% |
| NASDAQ | +0.45% | +3.71% | +4.10% | +24.28% | +19.49% |
| NIFTY 50 | -2.78% | -6.79% | -7.62% | +0.41% | -10.92% |
| Nikkei 225 | +2.93% | +3.01% | -2.50% | +27.98% | +52.51% |
| Russell 2000 | -0.16% | -4.07% | -5.87% | +11.97% | +15.99% |
| S&P 500 | -0.27% | +0.73% | +2.46% | +17.32% | +15.07% |
| 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 | -2.04% | -5.10% | -4.87% | +5.23% | +12.81% |
| South Africa | -4.08% | -9.73% | -4.69% | -2.40% | +3.58% |
| 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 | +2.96% | +6.91% | -5.08% | -40.61% | -8.05% |
| World | -0.56% | -0.61% | +0.84% | +14.18% | +14.89% |
🏭 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 | -1.98% | +6.92% | +42.03% | -6.22% | +56.47% |
| Cocoa | -0.18% | -10.31% | +0.12% | +72.85% | -15.97% |
| Coffee | +4.36% | -11.46% | -20.11% | -1.57% | -24.26% |
| Copper | -2.19% | +0.74% | +6.01% | +17.72% | +35.58% |
| Corn | -5.77% | -4.05% | +12.93% | +10.06% | +19.51% |
| Cotton | -4.76% | -13.00% | +1.62% | +5.96% | +19.00% |
| Crude Oil WTI | -1.41% | +0.11% | +32.91% | -18.32% | +47.47% |
| Gasoline | -2.39% | +6.72% | +10.29% | +0.74% | +75.64% |
| Gold | -3.68% | -5.72% | -0.12% | -11.06% | +6.79% |
| Heating Oil | -3.92% | -3.87% | +36.46% | +3.21% | +95.54% |
| Natural Gas | -5.04% | +2.67% | -6.47% | +8.39% | -12.69% |
| Palladium | -7.24% | -12.95% | -7.00% | -21.40% | -6.26% |
| Platinum | -4.21% | -3.40% | +4.19% | -13.43% | +8.29% |
| Silver | -5.96% | -6.66% | -2.43% | -16.94% | +27.75% |
| Soybeans | -3.09% | -1.81% | +8.12% | +9.86% | +26.18% |
| Sugar | +13.89% | +6.58% | +30.95% | +32.87% | +23.56% |
| Wheat | -2.88% | -9.51% | +12.71% | +14.17% | +34.12% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -0.74% | -3.39% | +0.50% |
| EUR/USD | -1.03% | -2.83% | -1.61% |
| GBP/USD | +0.23% | -1.80% | -1.17% |
| US Dollar Index | +0.95% | +2.38% | +1.07% |
| USD/BRL | +0.67% | +2.38% | +0.99% |
| USD/CAD | +0.65% | +3.32% | +0.31% |
| USD/CHF | +0.05% | +1.91% | +2.91% |
| USD/CNY | -0.12% | -0.21% | -1.30% |
| USD/IDR | -0.28% | +1.60% | -0.44% |
| USD/INR | +0.53% | +1.91% | +0.74% |
| USD/JPY | +0.23% | +1.39% | -2.79% |
| USD/KRW | -1.82% | -1.17% | -12.18% |
| USD/MXN | +2.29% | +6.82% | +4.39% |
| USD/TRY | +0.30% | +1.43% | +4.84% |
| USD/ZAR | +1.84% | +4.16% | +1.97% |
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
