On 7 October 2025, the Indian stock market extended its winning streak with the BSE Sensex rising by 136 points (0.17%) to settle at 81,926, while NSE Nifty50 closed at 25,108.3, up 0.12%.
Broader market indices showed positive momentum, with Nifty Midcap 100 and Smallcap 100 gaining 0.47% and 0.31% respectively, indicating a broad-based rally beyond large-cap stocks.
Sector-wise, Realty led gains with a 1.09% rise, followed by Oil & Gas, Pharma, Consumer Durables, Healthcare, Bank, Auto, and Energy, while FMCG, PSU Banks, Media, Metal, and IT sectors faced selling pressure.
Retail investor sentiment remained cautiously positive with steady buying interest supported by heavyweights like Reliance Industries, ICICI Bank, HDFC Bank, and Bharti Airtel, suggesting confidence in blue-chip names.
Market gains occurred amid a stable domestic backdrop, balanced FII outflows and strong domestic institutional inflows, providing underpinning to the market despite mixed global cues.
Key Indices
NIFTY 50
25,108
0.12%
SENSEX
81,933.92
0.18%
Momentum Snapshot
Index
Price
1D
1M
1Y
Sensex
81,933.92
0.18%
1.42%
0.37%
Nifty Midcap 100
58,289
0.47%
2.13%
1.73%
Nifty 50
25,108
0.12%
1.48%
1.26%
Nifty Next 50
68,671
0.12%
2.36%
-5.78%
Nifty Smallcap 250
17,049
0.11%
0.86%
-2.66%
Sector Highlights
Realty
+1.09%
The Realty sector gained 1.09% supported by positive investor sentiment amid broader market gains, driven by strong buying in heavyweight sectors and expectations of stable demand in residential real estate. There were no negative policy announcements, and market participants focused on promising upcoming earnings and stable government land-related policies sustaining sector confidence.
Pharma
+0.44%
Pharma sector rose 0.44% owing to optimistic outlook ahead of Q2 earnings season and favorable global developments such as reduced regulatory hurdles and stable export demand. Investor interest was buoyed by select healthcare stocks showing resilience, contributing to a moderate positive shift.
Auto
+0.28%
The Auto sector increased by 0.28% primarily due to steady demand recovery signals in domestic auto sales, with some profit booking limiting gains. However, automotive stocks benefited from easing commodity input costs and anticipation of upcoming new model launches contributing to sectoral buying interest.
Media
-0.46%
Media sector declined 0.46% due to profit booking pressures following recent gains and concerns over slowing ad revenue growth amid uncertain macroeconomic conditions. No significant positive policy or earnings triggers emerged for media stocks on the day, which weighed on investor sentiment.
FMCG
-0.53%
FMCG stocks fell 0.53%, reflecting softness in consumer demand indicators and margin pressure from rising input costs. Additionally, cautious outlook ahead of earnings reports and weak daily consumption data contributed to negative sentiment in the sector.
Sector Scoreboard
Sector
1D
1W
1Y
3Y
Realty
+1.09%
+0.84%
-14.51%
+101.78%
Pharma
+0.44%
+1.42%
-5.69%
+65.15%
Auto
+0.28%
+1.59%
+3.59%
+110.08%
Media
-0.46%
+1.81%
-23.20%
-26.12%
FMCG
-0.53%
+0.20%
-13.13%
+24.86%
Movers of the Day
Top Nifty Gainers
Bharti Airtel
1.36%
Bharti Airtel rose 1.36%, driven by robust growth in its subscriber base and expanding 5G network rollout, which has positively influenced investor sentiment.
Bajaj Auto
1.27%
Bajaj Auto climbed 1.27%, benefiting from strong domestic demand for two-wheelers and improved export momentum in key international markets.
Jio Financial
1.19%
Jio Financial advanced 1.19% as analysts noted optimism surrounding its prospective fintech initiatives and growing synergies with parent company Reliance Industries.
Eicher Motors
1.12%
Eicher Motors gained 1.12%, supported by increasing market share in premium motorcycles and the continued success of Royal Enfield.
HCL Tech
1.11%
HCL Technologies rose 1.11%, aided by a $580 million global deal win and optimism over its digital transformation services.
Top Nifty Losers
Axis Bank
-2.14%
Axis Bank fell 2.14%, driven by weaker-than-expected loan growth outlook and profit-booking following recent highs.
Tata Motors
-2.05%
Tata Motors dropped 2.05%, impacted by concerns over supply disruptions at Jaguar Land Rover (JLR) due to cyberattacks.
TATA Cons. Prod
-1.94%
No significant updates available for this stock.
Trent
-1.91%
Trent slid 1.91%, reflecting weak retail sales growth during early festive demand, affecting sentiment in the premium segment.
Adani Enterpris
-1.22%
Adani Enterprises slipped 1.22%, owing to global macroeconomic uncertainties and market consolidation in infrastructure stocks.
Stock Spotlight Of The Day
LTIMindtree
Market Cap
1,56,246 Cr
Current Price
₹5,270
Stock P/E
33.1
Dividend Yield
1.23%
ROCE
27.6%
ROE
21.5%
Shareholding Changes (Impact Factors)
FIIs
QoQ
-0.38%
YoY
-0.66%
Stable foreign holding
DIIs
QoQ
0.59%
YoY
1.98%
Stable domestic holding
Promoters
QoQ
-0.01%
YoY
-0.04%
Minor reduction
Quarterly Summary (Absolute)
Sales
QoQ
Slight growth
0.71%
YoY
Mild rise
7.63%
Expenses
QoQ
Slight uptick
0.18%
YoY
Mild increase
8.69%
Operating Profit
QoQ
Slight improvement
3.32%
YoY
Slight improvement
2.68%
Net Profit
QoQ
Healthy growth
11.16%
YoY
Healthy growth
10.57%
Profit & Loss (Compounded)
Sales Growth
10 Years
23%
5 Years
28%
3 Years
13%
TTM
8%
Profit Growth
10 Years
20%
5 Years
25%
3 Years
5%
TTM
3%
Stock Price CAGR
10 Years
None%
5 Years
13%
3 Years
4%
1 Year
-16%
Return on Equity
10 Years
28%
5 Years
27%
3 Years
25%
Last Year
22%
Fundamentals Corner
The company boasts strong long-term fundamentals with impressive historical ROE levels (28% over 10 years), but recent moderations in sales (TTM growth at 8%) and profits (TTM growth at 3%) suggest a deceleration in growth momentum.
While the stock commands a premium valuation with a P/E of 33.1, the pronounced lag in stock price CAGR (-16% in the last year) relative to moderate earnings and quarterly profit growth could indicate challenges in sustaining investor confidence. Retail investors may watch for potential re-rating opportunities or better earnings visibility before entry.
News TidBits
LTIMindtree secured its largest-ever $580 million deal, reflecting strong execution capabilities in digital transformation projects.
The company recorded sequential revenue growth driven by large client wins, showcasing resilience in the challenging IT services landscape.
Analysts have a bullish view on LTIMindtree, citing its ability to scale operations and successfully integrate its portfolio post-merger.
Sector tailwinds in mid-cap IT firms are expected to further benefit LTIMindtree as companies shift focus towards digital acceleration.
LTIMindtree's stock price rose over 3%, indicative of optimistic market sentiment fueled by its solid quarterly performance.
Stacks on Stacks: Tip Time 🤑
Investing with a margin of safety — buying undervalued stocks with high intrinsic value — minimizes risk and offers long-term wealth-building opportunities, as emphasized by Benjamin Graham.
Inside The Fund
DSP Large Cap Fund
Fund Size: ₹ 6397.58 Cr
NAV: ₹ 519.659 (as on 06th October, 2025)
1 Year
2.03%
Category: 0.65%
2 Year
20.11%
Category: 16.75%
3 Year
19.19%
Category: 16.28%
5 Year
19.37%
Category: 19.07%
10 Year
12.69%
Category: 13.43%
Stocks Removed
Stock
Sector
1M Change
Hero Motocorp Ltd.
2/3 wheelers
-2.35%
Eicher Motors Ltd.
2/3 wheelers
-0.83%
Margin
Other
-0.16%
Top 10 Holdings
Stock
Holding %
1M Change
HDFC Bank Ltd.
8.96%
-0.54%
ICICI Bank Ltd.
7.70%
-0.46%
Mahindra & Mahindra Ltd.
5.52%
0.50%
ITC Limited
5.20%
0.43%
Cipla Ltd.
5.05%
0.11%
Kotak Mahindra Bank Ltd.
4.98%
0.94%
National Thermal Power Corporation Ltd.
4.90%
0.50%
Axis Bank Ltd.
4.85%
-0.10%
Infosys Ltd.
4.76%
0.73%
SBI Life Insurance Co Ltd.
4.29%
-0.08%
The Common Ground
Shows the commonly added & removed stocks by mutual funds last month
Top Added (3)
-TVS Motor Company Ltd. - Preference Shares
5 funds
ICICI Prudential Large Cap Fund - Direct Plan - Growth
0.00%
Axis Large Cap Fund - Direct Plan - Growth
0.01%
Aditya Birla Sun Life Large Cap Fund - Direct Plan - Growth
0.00%
Canara Robeco Large Cap Fund - Direct Plan - Growth
0.01%
HSBC Large Cap Fund - Direct Plan - Growth
0.04%
Eicher Motors Ltd.
2 funds
Quant Large Cap Fund - Direct Plan - Growth
2.06%
HSBC Large Cap Fund - Direct Plan - Growth
1.00%
Hindustan Aeronautics Ltd.
2 funds
Canara Robeco Large Cap Fund - Direct Plan - Growth
0.48%
HSBC Large Cap Fund - Direct Plan - Growth
0.59%
Top Removed (2)
Hindalco Industries Ltd.
2 funds
Nippon India Large Cap Fund - Direct Plan - Growth
-0.39%
Motilal Oswal Large Cap Fund - Direct Plan - Growth
-0.34%
United Spirits Ltd.
2 funds
Axis Large Cap Fund - Direct Plan - Growth
-0.18%
Invesco India Largecap Fund - Direct Plan - Growth
-0.07%
Top News Developments
FM Sitharaman boosts momentum for Indian fintech at Global Fintech Fest
The Finance Minister underscored India's ambitions to become a global fintech hub, focusing on innovation and regulatory improvements.
Policy clarity could trigger growth in digital lending, payment platforms, and InsurTech, benefiting companies like Paytm and HDFC Bank.
Increased government support for fintech may drive investor confidence and enhance capital flows into technology-linked financial services.
Focus areas include regulatory sandboxes and infrastructure modernization, signaling long-term bullish sentiment in this sector.
Technical breakout signals upward trend for M&M and Bharat Forge
Mahindra & Mahindra's momentum aligns with rural demand recovery and electric vehicle transitions in India.
Bharat Forge's breakout reflects rising export orders and institutional buying in manufacturing stocks.
Both stocks are positioned for growth, signaling broader resilience in India's auto and industrial sectors.
Short-term trading opportunities are visible, with bullish movement expected to persist.
Nifty consolidates above 25,100 amid global and domestic mixed sentiment
This level serves as a psychological support, calming market volatility and stabilizing equity flows.
Mixed sectoral performance reflects cautious optimism as investors await policy updates and earnings.
Large caps like Reliance and ICICI Bank remain steady, reinforcing confidence in India's equity backbone.
Broader market sentiment will closely depend on evolving geopolitical and macroeconomic signals.
FII / DII Snapshot
Yesterday
FII Net: ₹-313.77 cr
DII Net: ₹5036.39 cr
September 2025
FII Net: ₹-35301.36 cr
DII Net: ₹65343.59 cr
Daily Flows
Date
FII Net
DII Net
06-Oct-2025
₹-313.77 cr
₹5036.39 cr
03-Oct-2025
₹-1583.37 cr
₹489.76 cr
01-Oct-2025
₹-1605.20 cr
₹2916.14 cr
Monthly Flows
Month
FII Net
DII Net
September 2025
₹-35301.36 cr
₹65343.59 cr
August 2025
₹-46902.92 cr
₹94828.55 cr
July 2025
₹-47666.68 cr
₹60939.16 cr
June 2025
₹7488.98 cr
₹72673.91 cr
May 2025
₹11773.25 cr
₹67642.34 cr
April 2025
₹2735.02 cr
₹28228.45 cr
• Foreign Institutional Investors (FIIs) continue to exhibit selling pressure, with a monthly net outflow of ₹35,301.36 crore for September 2025, signaling cautious sentiment amid global uncertainty. In contrast, Domestic Institutional Investors (DIIs) remained net buyers, injecting ₹65,343.59 crore during the same period, highlighting strong domestic confidence and stable inflows into equities. The daily snapshot shows DIIs heavily purchasing ₹5,036.39 crore on October 6, potentially cushioning market fluctuations and supporting key indices.
IPO Watchlist
Ongoing IPOs
Anantam Highways InvIT IPO is open from October 7–9, aiming to raise ₹400 crore to fund infrastructure development projects, with its listing expected by October 17.
LG Electronics IPO closing on October 9 has shown significant institutional interest with a subscription ratio of 1.05x, indicating steady demand despite global tech sector caution.
Tata Capital IPO, with a moderate GMP of 1.69%, closes today, seeking ₹15,511.87 crore in funding and focusing on expanding its lending business.
Anantam Highways InvIT
400.00
Date: 7 Oct - 9 Oct
List: 17 Oct
Subscription: -
GMP: 0.00%
LG Electronics
11607.01
Date: 7 Oct - 9 Oct
List: 14 Oct
Subscription: 1.05x
GMP: 27.63%
Tata Capital
15511.87
Date: 6 Oct - 8 Oct
List: 13 Oct
Subscription: 0.75x
GMP: 1.69%
WeWork India T
3000.00
Date: 3 Oct - 7 Oct
List: 10 Oct
Subscription: 1.15x
GMP: 0.00%
Upcoming IPOs
Canara HSBC Life Insurance IPO will open on October 10, aiming to leverage its robust bancassurance network and diversified product portfolio for capital growth.
Rubicon Research's IPO, commencing October 9, has garnered high interest with a GMP of 16.49%, driven by demand in pharmaceutical research and development capabilities.
Canara Robeco IPO set to open on October 9 is generating hype due to its strong asset management track record and institutional interest reflected in a GMP of 9.02%.
Canara HSBC Life
2517.50
Date:10 Oct - 14 Oct
List:17 Oct
Subscription: -
GMP: 0.00%
Canara Robeco
1326.13
Date:9 Oct - 13 Oct
List:16 Oct
Subscription: -
GMP: 9.02%
Rubicon Research
1377.50
Date:9 Oct - 13 Oct
List:16 Oct
Subscription: -
GMP: 16.49%
Cha-Ching Cheatsheet 💵
Focus on opportunity cost in investing: allocating capital to the best available option, not just profitable ideas, ensures optimized returns over time.
Global markets largely contributed to positive sentiment in India, with U.S. indices showing strength: NASDAQ up 0.74% and S&P 500 up 0.36% overnight.
Asian markets showed mixed trends with Japan's Nikkei rising 0.76% and Shanghai Composite up 0.54%, supporting positive momentum in Asian equities including India.
However, some caution persisted due to mixed moves in other Asian markets, which limited overall upside potential and introduced a tone of measured optimism.
Continued geopolitical and trade discussions globally influenced cautious trading behavior, though no major shocks or surprises affected the markets on 7 October 2025.
Foreign institutional investors registered significant outflows (₹313.80 crore on 6 October), though these were more than offset by strong domestic institutional buying, which stabilized market performance.
Emerging Opportunities
The Indian realty sector emerged as a top investment prospect given its leading index performance and favorable policy environment supporting housing and infrastructure development.
Oil & Gas and Pharmaceutical sectors showed robust gains, pointing to potential growth opportunities driven by rising energy demand and healthcare advancements.
Consumer durables and healthcare sectors also presented promising medium- to long-term growth potential amidst evolving consumer preferences and increased health awareness.
The upcoming LG Electronics IPO signaled strong interest in consumer electronics and technology sectors, opening avenues for investors to capitalize on the growing domestic market.
Contrarian opportunities may exist in FMCG, PSU Banks, Media, Metal, and IT sectors, which saw declines despite overall market gains, suggesting potential for value investing and rebounds.
Crypto Buzz
Name
Price
Market Cap
24h Change
ATH Change
Bitcoin (BTC)
$124522
$2.48T
0.21%
-1.34%
Ethereum (ETH)
$4701.64
$567.50B
2.84%
-4.93%
BNB (BNB)
$1308.62
$182.27B
7.38%
-0.18%
XRP (XRP)
$2.97
$178.03B
-0.87%
-18.38%
Tether (USDT)
$1.001
$177.53B
0.02%
-24.37%
Ethereum rose 2.84% in the past 24 hours, supported by new client acquisitions and increasing demand for decentralized finance (DeFi) applications globally.
BNB gained 7.38%, driven by positive sentiment surrounding Binance's ecosystem growth and new token partnerships, helping accelerate usage among retail investors and institutions.
Inside The Fund
