| Market Overview


      


      


Key Events for the Month of August 2025

• India’s Services Purchasing Managers' Index (PMI) stood at an 11-month high of 60.5 in July, driven by an expansion in sales and business activity.

• India’s Manufacturing Purchasing Managers’ Index (PMI) increased to 59.3 in August, up from 59.1 in July.

• India’s Consumer Price Inflation (CPI) eased for the ninth consecutive month, hitting a low of 1.55% in July 2025, the lowest since 2017.

• India’s Wholesale Price Index (WPI)-based inflation fell to a 25-month low of -0.58% in July.

• India’s GST collections rose 6.5% y-o-y to ₹1.86 lakh crore in August.

• The month ended on a negative note for Indian equity markets, with the Nifty 50 down 1.38% and the BSE Sensex down 1.69%.

Market Valuation Indicators



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Sectoral Index Performance


Name 3 Months 6 Months 1 Year 3 Years 5 Years
Nifty Auto Index 7.0% 21.8% -4.6% 23.6% 26.1%
Nifty Bank Index -3.8% 11.0% 4.5% 10.7% 17.7%
Nifty Energy Index -6.2% 12.1% -23.1% 6.2% 16.6%
Nifty Financial Services Index -3.5% 11.0% 8.2% 11.9% 17.6%
Nifty FMCG Index 1.6% 10.8% -11.0% 8.6% 12.9%
Nifty Healthcare Index 3.3% 13.1% -1.1% 21.5% 20.8%
Nifty Infrastructure Index -1.1% 15.8% -5.9% 20.1% 22.9%
Nifty IT Index -5.7% -5.7% -17.8% 7.4% 14.4%
Nifty Media Index -5.8% 16.2% -23.4% -8.0% 0.5%
Nifty Metal Index -0.4% 11.4% -2.7% 15.6% 30.5%
Nifty Pharma Index 1.7% 10.0% -6.1% 19.8% 14.5%
Nifty PSU Bank Index -3.2% 19.5% -3.3% 31.1% 34.7%
Nifty Realty Index -8.3% 9.1% -17.3% 23.4% 31.4%
BSE Consumer Durables Index 4.6% 14.5% -4.6% 12.4% 21.7%
BSE Industrial Index -5.3% 21.9% -10.8% 30.2% 40.5%
Source: Bloomberg, As on 29/08/2025. 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)



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Global Index Performance


Name 3 Months 6 Months 1 Year 3 Years 5 Years
MSCI World Index 8.1% 9.8% 14.1% 16.7% 11.2%
MSCI Emerging Index 8.7% 14.7% 14.4% 8.2% 2.7%
MSCI India index -1.6% 11.5% -6.2% 11.3% 16.7%
Dow Jones Industrial Average Index 7.7% 3.9% 9.6% 13.1% 9.9%
Nasdaq Composite Index 12.3% 13.8% 21.1% 22.0% 12.8%
Nikkei 225 Index 12.5% 15.0% 10.5% 15.0% 13.1%
Shanghai Composite Index 15.2% 16.2% 35.7% 6.4% 2.6%
Deutsche Boerse AG german Stock Index DAX -0.4% 6.0% 26.4% 23.1% 13.1%
Source: Bloomberg, As on 29/08/2025