AI summary
Nifty and Sensex both rallied ~1% today as easing Middle East tensions and stable RBI policy outlook boosted investor sentiment.
IT and Auto sectors led gains with Media outperforming; Energy stocks fell as oil concerns receded following the Iran-US truce.
Foreign inflows remain cautious (FII outflow of ₹3,893 cr), though domestic investors added ₹5,454 cr, keeping markets resilient.
Gold surged ₹1,223 per 10g on safe-haven demand amid geopolitical pause, while rupee held near 96.56 as $32bn dollar-inflow scheme supports the currency.
Nifty 50
23,996
+0.96%
More details
Open23,928
High24,012
Low23,892
Prev close23,767
52W high26,373
52W low22,183
Sensex
76,836
+1.02%
Bank Nifty
57,087
+0.69%
Sensex
76,836
+1.02%
Bank Nifty
57,087
+0.69%
🐂
Mood
Greedy
84/100 health
BearBull
FII / DII
FII net-Rs 3,893 Cr
DII net+Rs 5,454 Cr
Net flow+Rs 1,561 Cr
Market stats
Advances20
Declines7
VolumeRs 15,357 Cr
VIX12.66 — Low -- calm
7-session trend
2 green in last 7
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Now
The market health score of 84 reflects strong domestic support and sector breadth (gainers across IT, Auto, Media, Pharma), offset by modest FII selling and selective weakness in defensive Energy and Realty stocks.
Gainers
ETERNAL+5.61%
INDIGO+5.12%
INFY+3.59%
Losers
ONGC-4.17%
HDFCLIFE-0.44%
HDFCBANK-0.34%
Show top 10 each
BAJFINANCE+3.57%
MAXHEALTH+3.3%
SHRIRAMFIN+3.27%
ASIANPAINT+2.73%
M&M+2.49%
BAJAJFINSV+2.28%
MARUTI+2.14%
POWERGRID-0.09%
COALINDIA-0.09%
DRREDDY-0.06%
ADANIPORTS-0.03%
WIPRO0.69%
TMPV1.14%
HINDUNILVR1.33%
Sectors
Media
+2.79%
IT
+2.34%
Auto
+2.04%
Realty
-1.83%
Consumer
+1.67%
FMCG
+1.67%
Show all sectors
Pharma
+1.56%
Energy
-1.14%
Banking
+0.69%
Metal
+0.32%
PSU Bank
-0.21%
Commodities & currency
Gold /10g MCX
Rs 145,450+0.85%
Silver /kg MCX
Rs 211,043+1.47%
USD/INR
95.9-1.01%
Today's events
RBI Governor Sanjay Malhotra confirms repo rate held at 5.25%, expected to remain unchanged through 2026 as growth risks outweigh inflation concerns.
Market hours • RBI Policy
Dollar-inflow schemes announced in June have attracted $32 billion, bolstering foreign-exchange reserves and rupee stability.
Earlier this week • FX Flows
Iran-US military truce eases oil-price pressure; crude concerns recede, supporting Energy sector stabilization.
Overnight • Geopolitics
Up next
US Federal Reserve decision and commentary
— Later this week (US time)
Global markets will closely watch Fed guidance on interest rates and growth outlook, which will influence rupee, bond yields, and FII flows into India.
Yieldora insight
Rate Pause = Safe Debt Gains Ahead—Lock in FD Returns While Yields Are Attractive
The RBI's commitment to hold rates at 5.25% through end-2026 means bond yields are likely to stabilize in the 6.78–6.90% range, making fixed deposits and government securities increasingly attractive for capital preservation. With rupee strength supported by $32bn in dollar inflows and oil-price relief reducing inflation risks, this is a window to lock in fixed-income returns before any future policy shift.
14%
Avg 12m return after similar dips
61%
Times market recovered within 6 months
9%
Below 52-week high right now
Based on Nifty 50 data 2010-2024. Past returns don't guarantee future results. Not investment advice.
Read the full 2-minute analysis
Why stocks moved, sector news, top headlines
Expand
Why stocks moved
Top Gainers
ETERNAL (+5.61%)
ETERNAL surged 5.61%, likely benefiting from broader market optimism and strong domestic investor support as risk appetite improved following the Iran-US truce.
- Geopolitical de-escalation reduces macroeconomic uncertainty and encourages equity positioning.
- Domestic institutional buying (DII +₹5,454 cr net) provided tailwind to mid-cap and smaller gainers.
INDIGO (+5.12%)
INDIGO (IndiGo Airlines) gained 5.12% as the Auto and Transport sector benefited from easing oil-price concerns and improved fuel-cost outlook.
- Lower crude-oil expectations reduce operational costs for aviation and logistics sectors.
- Auto sector rallied +2.04%, lifting transport-linked equities.
INFY (+3.59%)
Infosys advanced 3.59% as IT stocks rallied +2.34%, driven by relative strength of the rupee and renewed investor confidence in tech export earnings.
- Stable RBI rate outlook and rupee support near 96.56 improve rupee-realisation outlook for IT exporters.
- IT sector outperformed as FII selling was selective, sparing large-cap quality stocks.
Top Losers
ONGC (-4.17%)
ONGC fell 4.17% as energy stocks declined -1.14% sector-wide following the Iran-US truce and reduced crude-oil price expectations.
- Oil-price relief from geopolitical pause directly pressures upstream oil & gas earnings.
- Sector headwinds from lower commodity realisations offset broader market gains.
HDFCLIFE (-0.44%)
HDFC Life slipped 0.44%, dragged by selective profit-taking in insurance and defensive stocks as riskier sectors outperformed.
- Banking & insurance underperformed as investors rotated into higher-growth IT and Auto names.
- Modest FII outflow (−₹3,893 cr) likely included position trimming in large-cap defensives.
HDFCBANK (-0.34%)
HDFC Bank declined 0.34%, with Banking sector gaining only +0.69% as rate-hold expectations limit net interest margin expansion and attract less speculative interest.
- Stable rate environment reduces NIM-expansion thesis that would normally drive bank valuations higher.
- Selective sector rotation favoured IT and Auto over traditional financials.
Sector news
Gaining Sectors
Media (+2.79%)
Media outperformed with a +2.79% gain, benefiting from improved risk sentiment and domestic consumption strength amid easing macroeconomic concerns.
- Geopolitical relief supports consumer discretionary and advertising spending outlook.
- Domestic institutional buying boosted mid and small-cap heavy sectors.
IT (+2.34%)
IT sector rallied +2.34% as rupee strength (95.9 vs USD) and stable rate outlook improved export earnings visibility for software and IT services firms.
- RBI rate hold through 2026 signals currency stability, beneficial for rupee realizations.
- Sector captured quality flows from DII buyers seeking growth exposure.
Auto (+2.04%)
Auto advanced +2.04% as oil-price relief from the Iran-US truce reduced input-cost pressures and improved vehicle affordability for consumers.
- Lower crude expectations ease fuel and manufacturing costs across OEMs.
- Broader market optimism and stable RBI backdrop support discretionary spending.
Declining Sectors
Realty (-1.83%)
Realty fell -1.83%, suffering from selective profit-taking and concerns about sustained mortgage rates as the RBI signals no near-term rate cuts.
- Rate-hold outlook limits the tailwind for real-estate demand and affordability narratives.
- Capital rotation away from cyclicals and into IT/defensives pressured property stocks.
Energy (-1.14%)
Energy declined -1.14% as the Iran-US military pause and easing geopolitical risk triggered a sharp pullback in crude-oil prices and upstream margins.
- Lower oil expectations compress earnings for E&P and integrated energy companies like ONGC.
- Safe-haven flows that had supported energy as a hedge have reversed.
PSU Bank (-0.21%)
PSU Bank declined -0.21%, weighed down by flat commodity and energy prices, and competition from higher-yielding fixed-income alternatives as bond yields stabilize.
- Stable yield environment reduces relative appeal of bank deposits and PSU bank stock valuations.
- Selective FII selling and profit-taking in lower-volatility names.
Top headlines
RBI to hold rates through 2026 as growth risks outweigh inflation Read article
Reserve Bank of India Governor Sanjay Malhotra has signalled that the repo rate will remain unchanged at 5.25% throughout the remainder of 2026, prioritizing growth support over inflation concerns amid geopolitical uncertainty.
- RBI is monitoring the impact of Middle East conflict on Indian economy and price pressures.
- Rate hold decision reflects a cautious stance balancing growth risks with commodity-price volatility.
Indian banks have raised $32 billion under dollar-inflow schemes, RBI chief tells Hindu Businessline Read article
Dollar-inflow schemes announced by the RBI in June have already mobilized approximately $32 billion, significantly bolstering India's foreign-exchange reserves and supporting rupee stability.
- $32 billion inflow demonstrates strong overseas investor confidence in India's macroeconomic stability.
- Scheme success reinforces RBI's ability to manage currency pressures without aggressive rate hikes.
Indian rupee, bonds set for relief as Iran-US war truce eases oil fears Read article
A pause in Iran-US military strikes has eased crude-oil price pressures, providing relief to the Indian rupee and government bond yields, which are now projected to stabilize in the 6.78–6.90% range.
- Geopolitical de-escalation reduces inflation and current-account deficit risks for India.
- Bond-yield stability creates an attractive window for fixed-income investors and savers.
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Data for informational purposes only. Not investment advice. Sources: NSE, BSE, AMFI, MCX. Yieldora.in