| Market Overview


      


      


Key Events for the Month of October 2025

• India’s Services Purchasing Managers' Index (PMI) eased in September to 60.9, slightly lower than August’s recent high of 62.9.

• India’s Manufacturing Purchasing Managers’ Index (PMI) showed renewed strength in October, rising to a two-month high of 58.4 from 57.7 in September. The manufacturing sector continued to expand at a solid pace, supported by strong domestic demand and easing cost pressures.

• India’s Consumer Price Inflation (CPI) declined to an eight-year low of 1.54% in September, mainly due to a fall in prices of vegetables, edible oils, fruits, pulses, cereals, and eggs. Fuel prices also turned cheaper during the month.

• India’s Wholesale Price Index (WPI)-based inflation eased to 0.13% in September from 0.52% in August, driven largely by falling food and fuel prices.

• India’s GST collections rose 4.6% year-on-year to 1.96 lakh crore in October.

• Equity markets registered strong gains in October 2025, with the Nifty 50 advancing by 4.5% and the BSE Sensex climbing 4.6%, supported by positive domestic and global cues.

Market Valuation Indicators



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Sectoral Index Performance


Name 3 Months 6 Months 1 Year 3 Years 5 Years
Nifty Auto Index 13.3% 20.2% 14.0% 26.0% 28.1%
Nifty Bank Index 3.2% 4.9% 12.2% 11.8% 19.3%
Nifty Energy Index 3.3% 5.9% -7.7% 10.8% 19.3%
Nifty Financial Services Index 1.8% 3.9% 13.6% 13.5% 18.4%
Nifty FMCG Index 0.7% -0.4% -5.1% 8.3% 13.8%
Nifty Healthcare Index -1.3% 4.6% 1.8% 20.5% 21.4%
Nifty Infrastructure Index 5.5% 8.9% 8.4% 22.2% 25.0%
Nifty IT Index 1.2% -0.2% -11.6% 7.5% 11.3%
Nifty Media Index -5.4% 1.6% -23.8% -9.3% 1.6%
Nifty Metal Index 14.3% 23.7% 13.8% 21.6% 35.2%
Nifty Pharma Index -2.6% 1.9% -2.5% 18.8% 14.5%
Nifty PSU Bank Index 19.5% 25.1% 21.7% 33.2% 45.3%
Nifty Realty Index 3.9% 7.0% -5.2% 29.2% 32.9%
BSE Consumer Durables Index 1.8% 5.4% -0.2% 12.4% 20.2%
BSE Industrial Index 4.3% 16.4% 1.6% 31.2% 41.8%
Source: Bloomberg, As on 31/10/2025. 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) | 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 7.7% 20.1% 20.4% 19.9% 13.9%
MSCI Emerging Index 12.7% 25.9% 25.2% 18.2% 4.9%
MSCI India index 3.7% 6.3% 4.8% 13.3% 17.4%
Dow Jones Industrial Average Index 7.8% 17.0% 13.9% 13.3% 12.4%
Nasdaq Composite Index 12.3% 36.0% 31.1% 29.2% 16.8%
Nikkei 225 Index 27.6% 45.4% 34.1% 23.8% 17.9%
Shanghai Composite Index 10.7% 20.6% 20.6% 11.0% 4.2%
Deutsche Boerse AG german Stock Index DAX -0.4% 6.5% 25.6% 21.8% 15.7%
Source: Bloomberg, As on 31/10/2025 | 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