NSE Market Pulse — Monday, 5 October 2026: Gainers, losers, sectors
Monday, 5 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 |
|---|---|---|
| 5 Oct 2026 | ₹-4699 Cr | +₹5182 Cr |
| 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 |
🤖 AI Market Analysis
Indian equities underperformed global peers this week, with the NIFTY 50 down 2.53% and Sensex off 2.05%. The monthly picture is weaker still — NIFTY -5.68%, Sensex -5.47% — even as the S&P 500 (+0.96% 1W), NASDAQ (+2.11% 1W) and Nikkei (+2.93% 1W) pushed higher. That divergence signals persistent domestic headwinds: a firmer dollar (DXY +0.98% 1W, +3.22% 1M) and USD/INR at +0.52% weekly are pressuring foreign flows, while VIX rising 7.02% over the month shows risk appetite is thinning. India is currently a laggard, not a leader.
Sector rotation is unusually lopsided. Real Estate dominates the leaders board with four entries returning +9.05% to +12.51% in a week, alongside Financial Services at +8.98%. But the standout is Grocery Stores (Consumer Defensive), posting extraordinary weekly gains of +27.79% to +72.73% — a move that looks event-driven rather than broad-based. Meanwhile, Technology (+6.13% to +6.23%) and Industrials (+6.09%) sit at the bottom, a reminder that defensive and rate-sensitive pockets are attracting flows while growth names cool.
Commodities and currencies carry mixed signals for NSE sectors. Brent (-2.66% 1W) and WTI (-1.48% 1W) softening is a mild positive for oil-marketing and aviation names, though both remain up over the month. Gold (-0.14% 1W, -8.31% 1M) and Silver (-8.31% 1M) are losing their safe-haven bid, while Sugar's +18.56% weekly surge and Natural Gas (+2.10%) favour sugar and gas-linked plays. Copper (+1.20%) offers modest support to metals. The firmer dollar remains the key risk for IT services and import-heavy sectors.
Next week, watch whether NIFTY can stabilise above recent lows or extend its monthly decline. The dollar index and USD/INR are the swing factors for FII sentiment, while crude's direction will shape energy and paint-sector margins. Persistent strength in Real Estate and Financials would suggest selective domestic rotation is intact — but with VIX elevated and global cues mixed, retail investors should prioritise screening for relative strength rather than chasing weekly outliers like Grocery Stores.
📈 Indian Equity Indexes
Market-cap weighted returns across major NSE/BSE benchmarks.
| Index | 1W | 1M | 3M | 6M | 1Y |
|---|---|---|---|---|---|
| ACWI | +0.65% | -0.76% | +2.72% | +14.67% | +15.41% |
| AEX | +0.52% | +0.75% | +4.25% | +11.62% | +16.79% |
| Argentina | +2.11% | -6.27% | -12.52% | -4.71% | +55.05% |
| ASX 200 | +0.08% | -3.55% | -1.12% | -3.20% | -3.02% |
| Brazil | +13.89% | +12.54% | +21.16% | +10.76% | +42.52% |
| CAC 40 | -3.16% | -5.50% | -5.20% | -5.12% | -2.94% |
| Chile | +2.18% | +1.07% | -4.56% | -1.17% | -7.98% |
| CSI 300 | -5.23% | -9.95% | -6.05% | -6.07% | +11.75% |
| DAX | -0.60% | -3.16% | +1.30% | +5.94% | +3.46% |
| Developed | -0.50% | -3.38% | +0.25% | +8.96% | +17.28% |
| Dow Jones | -0.69% | -4.76% | -3.39% | +9.55% | +9.91% |
| EAFE | -1.27% | -4.16% | -0.44% | +5.29% | +9.99% |
| EM ETF | +2.22% | +1.81% | +4.52% | +20.28% | +27.04% |
| EM ETF2 | +1.42% | -0.74% | +2.82% | +12.09% | +10.74% |
| Euro Stoxx 50 | -1.12% | -2.54% | +0.41% | +10.60% | +11.63% |
| FTSE 100 | -1.86% | -3.18% | -1.68% | +1.33% | +10.63% |
| FTSE MIB | -2.04% | -2.68% | -2.15% | +7.14% | +17.52% |
| Hang Seng | -1.92% | -4.65% | +2.31% | -3.02% | -8.10% |
| HSCE | -1.40% | -3.98% | +3.62% | -3.85% | -13.33% |
| IBEX 35 | -1.74% | -3.94% | +0.82% | +6.38% | +22.85% |
| Israel | -0.90% | -0.45% | +1.31% | -3.76% | +34.01% |
| Jakarta | -0.47% | -7.80% | +3.43% | -13.78% | -23.11% |
| KOSPI | -1.09% | +2.46% | -15.65% | +32.71% | +105.18% |
| Malaysia | -2.29% | -4.86% | -2.82% | -3.92% | +1.41% |
| Mexico | -0.96% | -1.70% | -3.53% | -8.40% | +3.38% |
| NASDAQ | +2.11% | +3.02% | +6.08% | +24.51% | +19.89% |
| NIFTY 50 | -2.53% | -5.68% | -7.67% | -0.55% | -9.98% |
| Nikkei 225 | +2.93% | +3.01% | -2.50% | +27.98% | +52.51% |
| Russell 2000 | +0.70% | -4.40% | -4.85% | +11.69% | +15.43% |
| S&P 500 | +0.96% | +0.12% | +3.38% | +17.32% | +15.52% |
| Sensex | -2.05% | -5.47% | -7.54% | -1.03% | -11.42% |
| Shanghai | -2.78% | -3.61% | -4.63% | -2.07% | -0.47% |
| Shenzhen | -6.09% | -8.04% | -16.85% | -6.11% | -0.91% |
| Singapore | -1.13% | -2.37% | +6.03% | +13.92% | +28.88% |
| SMI | -1.83% | -4.92% | -3.44% | +7.01% | +10.74% |
| South Africa | -2.04% | -11.60% | -4.60% | -6.99% | +1.91% |
| Taiwan | +3.51% | +7.68% | +6.27% | +49.85% | +95.42% |
| Thailand | -3.02% | +0.39% | +5.97% | +27.09% | +41.50% |
| Turkey | -1.18% | -11.19% | -14.16% | -3.82% | +10.91% |
| VIX | -3.24% | +7.02% | -7.99% | -26.09% | -5.01% |
| World | +0.60% | -1.23% | +2.19% | +14.06% | +15.18% |
🏭 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 | -2.66% | +7.29% | +38.19% | -6.64% | +59.85% |
| Cocoa | +5.08% | -3.04% | +3.64% | +81.55% | -9.38% |
| Coffee | +2.23% | -8.99% | -10.98% | -0.96% | -21.93% |
| Copper | +1.20% | +1.03% | +7.66% | +19.00% | +35.66% |
| Corn | -4.88% | -3.44% | +12.43% | +9.58% | +17.96% |
| Cotton | +1.16% | -4.05% | +3.95% | +11.59% | +27.66% |
| Crude Oil WTI | -1.48% | -0.08% | +29.51% | -18.84% | +50.84% |
| Gasoline | -6.91% | -0.89% | +5.18% | -6.08% | +67.86% |
| Gold | -0.14% | -8.31% | +0.13% | -11.14% | +7.61% |
| Heating Oil | -4.51% | -1.15% | +37.53% | +4.91% | +102.40% |
| Natural Gas | +2.10% | +5.15% | -6.19% | +8.96% | -11.01% |
| Palladium | -2.42% | -17.21% | -7.09% | -20.03% | -4.78% |
| Platinum | +0.44% | -5.45% | +4.70% | -11.71% | +10.55% |
| Silver | +0.30% | -8.31% | +0.78% | -15.49% | +33.49% |
| Soybeans | +0.00% | -1.38% | +7.65% | +10.41% | +25.84% |
| Sugar | +18.56% | +14.55% | +36.72% | +38.28% | +26.22% |
| Wheat | +0.44% | -6.01% | +13.54% | +16.21% | +34.39% |
💱 Currency Pairs
Key currency pairs and how they shifted this week.
| Currency Pair | 1W | 1M | 3M |
|---|---|---|---|
| AUD/USD | -0.49% | -3.14% | +0.76% |
| EUR/USD | -1.41% | -3.54% | -1.64% |
| GBP/USD | -0.05% | -2.28% | -0.94% |
| US Dollar Index | +0.98% | +3.22% | +1.04% |
| USD/BRL | -4.18% | -2.55% | -3.87% |
| USD/CAD | +0.63% | +3.30% | +0.29% |
| USD/CHF | +0.17% | +2.93% | +2.76% |
| USD/CNY | -0.25% | -0.34% | -1.43% |
| USD/IDR | -0.21% | +1.67% | -0.37% |
| USD/INR | +0.52% | +1.89% | +0.72% |
| USD/JPY | +0.35% | +1.52% | -2.67% |
| USD/KRW | -0.92% | -0.99% | -11.70% |
| USD/MXN | +2.06% | +7.12% | +3.37% |
| USD/TRY | +0.36% | +1.49% | +4.90% |
| USD/ZAR | +1.93% | +4.25% | +2.06% |
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
