| Market Overview


      


      


Key Events for the Month of July 2026



India’s Services Purchasing Managers’ Index (PMI) ease to 53.1 in July from 57.4 in June. the data showed it was the weakest pace of growth in the past two years, reflecting slower growth.

India’s Manufacturing Purchasing Managers’ Index (PMI) falls to 54.2 in June from 55.0 in May, Manufacturing activity expanded at a slower pace in June, with growth in output, new orders, export sales, and employment losing momentum, even as price pressures eased.

India’s Consumer Price Inflation (CPI) increased to 4.38% in June, up from 3.93% in May, largely driven by spiraling transport and fuel costs since the U.S.-Iran conflict in late February.

India’s Wholesale Price Index (WPI) inflation elevated at 9.87% in June, up from 9.68% in May.

India’s gross GST collections grow 15.4% to more than ₹2.11 lakh crore in July on higher mop-up from sales and imports, reflecting sustained domestic consumption.

• Indian equity markets ended the month on a positive note, with the Nifty 50 gaining 2.17% and the BSE Sensex rising 2.11%.

Market Valuation Indicators



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Sectoral Index Performance


Name 3 Months 6 Months 1 Year 3 Years 5 Years
Nifty Auto Index 10.9% 7.5% 21.5% 22.3% 23.4%
Nifty Bank Index 4.4% -3.9% 2.3% 7.8% 10.6%
Nifty Energy Index -5.0% 10.2% 10.3% 13.0% 15.4%
Nifty Financial Services Index 3.7% -2.7% -0.2% 9.3%10.0%
Nifty FMCG Index -3.8% -4.1% -12.0% -2.3% 6.4%
Nifty Healthcare Index 12.3% 20.6% 12.6% 20.5% 24.6%
Nifty Infrastructure Index -0.1% 2.8% 3.8% 15.4% 16.2%
Nifty IT Index 4.6% -19.3% -13.0% 0.9% 0.1%
Nifty Media Index 11.2% 16.9% -0.5% -7.7% -2.1%
Nifty Metal Index -0.9% 7.5% 37.0% 23.4% 17.1%
Nifty Pharma Index 14.0% 22.2% 16.5% 20.9% 12.9%
Nifty PSU Bank Index -1.4% -7.2% 22.1% 21.9% 27.9%
Nifty Realty Index 13.6% 15.1% -1.2% 16.7% 17.7%
BSE Consumer Durables Index 10.2% 17.7% 9.5% 15.1% 12.3%
BSE Industrial Index 1.1% 11.4% 9.6% 19.6% 27.2%
Source: Bloomberg, As on 31/07/2026. The Sector(s) mentioned in this document do not constitute any research report/recommendation of the same and the scheme(s)/Fund may or may not have any future position in these Sector(s) | The Index names mentioned do not constitute any kind of recommendation and are for information purpose only.
Past performance may or may not be sustained in the future.



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Global Index Performance


Name 3 Months 6 Months 1 Year 3 Years 5 Years
MSCI World Index 4.0% 7.1% 18.9% 16.5% 9.6%
MSCI Emerging Index 4.1% 9.0% 34.0% 16.7% 5.4%
MSCI India index 2.6% -0.5% 1.7% 10.3% 10.1%
Dow Jones Industrial Average Index 5.7% 7.3% 18.9% 13.8% 8.5%
Nasdaq Composite Index 1.9% 8.1% 20.1% 20.9% 11.6%
Nikkei 225 Index 8.6% 20.7% 56.7% 24.7% 18.7%
Shanghai Composite Index -6.8% -6.9% 7.2% 5.2% 2.4%
Deutsche Boerse AG german Stock Index DAX 5.5% 4.4% 6.5% 15.9% 10.5%
Source: Bloomberg, As on 31/07/2026 | The Index names mentioned do not constitute any kind of recommendation and are for information purpose only.
Past performance may or may not be sustained in the future.