Weekly Report

Weekly Report - Sun, 6 Sept, 2026, 23:07 IST

Week-Ahead Macro Strategy & Key Themes

  • Domestic institutional buying provides crucial market support amidst FII outflows, acting as a potential floor for indices.
  • Life Insurance sector (SBILIFE, HDFCLIFE) shows significant resilience and outperformance, suggesting defensive capital rotation.
  • Large-cap conglomerates like Reliance and Adani Enterprises exhibit relative strength, indicating a flight to quality.
  • Weakness in rate-sensitive and discretionary sectors: Auto, Realty, and Consumer Durables (Havells) are facing strong selling pressure.
  • Low market volatility (VIX at 10.775) suggests that recent market corrections are not panic-driven, possibly indicating a healthy consolidation.
  • The sustained FII selling trend versus DII buying will be a key determinant of market direction in the short term.

Historical Positional Archive

TickerActionThesis
SBILIFEbuyAmong the top gainers showing strong relative strength in a weak market. Life insurance is often seen as a defensive play, supported by domestic institutional buying interest.
RELIANCEbuyA large-cap market leader showing resilience and positive momentum despite broader market weakness. Diversified business model provides stability and attracts institutional flows.
HAVELLSsellTop loser for the week, indicating significant selling pressure in the consumer durables segment, which is sensitive to discretionary spending and broader economic slowdowns.
EICHERMOTsellPart of the worst-performing Nifty Auto sector and also a top loser, suggesting deep-seated weakness and potential headwinds for the auto industry.
ADANIENTbuyDemonstrated strong relative performance, suggesting continued investor confidence in its diversified infrastructure and project pipeline, attracting buying interest in a volatile market.

FII / DII Activity

FII Net

โˆ’6,242.29 cr

DII Net

+12,008.33 cr

As of 2026-09-03

Market Cues

NIFTY 50

23,944.05

-1.24%

SENSEX

76,687.26

-0.48%

NASDAQ

26,584.06

-0.29%

GOLD

4,523.3

-0.37%

INDIA VIX

10.775

-4.96%

Market Sectors

NIFTY BANK

57,549.95

-1.58%

NIFTY IT

30,845.35

-2.06%

NIFTY PHARMA

26,553.1

-2.84%

NIFTY AUTO

27,699.4

-4.36%

NIFTY METAL

13,183.6

-2.30%

NIFTY ENERGY

38,095.85

-1.31%

NIFTY REALTY

913

-4.27%

NIFTY FIN SERVICE

28,283.7

-1.94%

NIFTY FMCG

45,979.45

+0.14%

Top Gainers & Losers

Top Gainers

TickerNameLTPChange
SBILIFESBI Life Insurance1,753.20+2.23%
RELIANCEReliance Industries1,328.90+2.03%
HDFCLIFEHDFC Life Insurance542.80+1.74%
ADANIENTAdani Enterprises2,945.10+1.52%
WIPROWipro177.91+1.25%

Top Losers

TickerNameLTPChange
HAVELLSHavells India1,152.90-3.93%
SRFSRF2,556.50-2.31%
COALINDIACoal India414.10-1.42%
GAILGAIL India172.60-1.18%
EICHERMOTEicher Motors7,599.00-1.18%

52-Week High & Low

Near 52-Week High

No stocks within 2% of their 52-week high.

Near 52-Week Low

TATACONSUMTata Consumer Products
1,012.60+0.54%
DABURDabur India
382.40+1.34%
HINDUNILVRHindustan Unilever
1,980.10+1.52%
BRITANNIABritannia Industries
5,126.00+1.81%