05 /House view · morning brief

Tuesday, before the open.

Composed from the data already in the platform: the book's last session, movers, indices, flows, the results calendar and the alert rules. Data to 29 Sept 2026 close; the live tab takes over at 09:15 IST.

Composed 29 Sept, 18:55 IST
Book Opportunities PMS · August 2026
The book · last session 29 Sept 2026 · indicative, price-only
Last session
−0.30%
Nifty 500 −0.59%
Week
−2.37%
five sessions
Month to date
−4.89%
calendar month
Since 31 Aug 2026
−4.89%
Nifty 500 −5.75%
India VIX
13.6
+12% on the day
Alerts

8 items for the desk

Rules: |session move| ≥ 4%; close at a 52-week high or low; reference close above an approved target; results within seven days; VIX ≥ 18; FII net selling above ₹10,000 cr over five sessions; any dataset past its cadence. The research inbox keeps the standing flags.

Movers

Last session, by name

Largest contribution: Glenmark Pharmaceuticals +0.12% of the book

Indices

Last close

Index1D1W1M
Nifty 50
22,716
−0.3%−2.6%−6.0%
Nifty 500
22,101
−0.6%−3.0%−6.1%
Nifty Bank
54,260
−0.4%−3.5%−5.6%

to 29 Sept 2026

Sectors

NSE sector indices, 1D

  • IT−0.3%−10.2% 1M
  • Media−0.7%−4.0% 1M
  • Pharma−0.9%−0.9% 1M
  • Consumption−1.3%−5.3% 1M
  • FMCG−1.5%−3.3% 1M
  • Auto−1.6%−8.1% 1M
  • Fin. services−1.8%−6.4% 1M
  • Metal−1.8%−5.0% 1M
  • Infra−2.0%−5.0% 1M
  • Energy−2.0%−3.4% 1M
  • Realty−2.1%−6.4% 1M
  • PSU banks−3.2%−6.7% 1M
Flows

FII / DII cash, last sessions

DateFIIDII
22 Sept 2026−₹3,810 cr+₹4,120 cr
28 Sept 2026−₹5,353 cr+₹5,189 cr
Σ 2d−₹9,163 cr+₹9,309 cr

NSE provisional. NSDL FPI equity −₹3,574 cr on 28 Sept 2026. Flows →

Results

Next three weeks

Earnings cockpit →

Macro factors

Last completed month · 2026-08

  • Nifty 500
    0.0%
  • Brent crude
    +0.4%
  • USD/INR
    −0.3%
  • US 10-year yield
    +0.01 pp
  • India VIX
    −4.8%

How the book responds: Macro → book.

Read next

Where to go from here