Nifty 50 Weekly Overview
The Indian equity markets posted a mixed performance during the week of September 29 to October 3, 2025. The Nifty 50 remained range-bound, influenced by global economic cues, rising crude oil prices, and institutional flows. Volatility spiked mid-week as investors awaited US economic data and RBI policy updates. Despite fluctuations, the index managed to close the week marginally higher, supported by banking and auto stocks.
Info: Nifty 50 weekly chart highlighting the market moves between 29-Sep to 03 Oct 2025.
Major Market Happenings
1. RBI Monetary Policy Outlook
Markets stayed cautious ahead of the Reserve Bank of India’s monetary policy review. Expectations of a continued pause on interest rates kept rate-sensitive sectors such as real estate and banking in focus.
2. Crude Oil Price Surge
Global crude oil prices rose above $95 per barrel, triggering concerns for India’s import bill and inflation trajectory. This weighed on energy and paint sector stocks, while oil exploration companies gained.
3. Foreign Institutional Investor (FII) Flows
FIIs turned net sellers mid-week, sparking some profit-booking in IT and FMCG counters. However, domestic institutional investors (DIIs) cushioned the fall with strong inflows into equities.
Sectoral Performance
- Banking & Financials: Outperformed as major private banks saw renewed buying interest ahead of quarterly results.
- IT Sector: Witnessed selling pressure amid weak global tech earnings and cautious outlooks.
- Auto Stocks: Gained on robust September sales data, especially in the passenger and two-wheeler segments.
- Energy & OMCs: Oil marketing companies came under pressure due to rising crude, while upstream companies gained.
Major Stocks in News
Reliance Industries
Reliance saw a mixed week with volatility linked to crude price fluctuations. The company also announced progress in its green energy projects, supporting long-term sentiment.
Infosys & TCS
Both IT majors faced selling pressure as global demand worries weighed on the sector. Infosys fell over 2% this week.
Maruti Suzuki & Hero MotoCorp
Auto stocks surged after September sales numbers beat expectations. Festive demand optimism further lifted sentiment in the sector.
HDFC Bank
The private lender gained as investors positioned themselves ahead of Q2 earnings, with analysts expecting steady loan growth and margin stability.
Weekly Market Snapshot
- Nifty 50 Weekly Range: 24,850 – 25,420
- Weekly Close: 25,310 (up ~0.4%)
- Top Gainers: Maruti Suzuki, HDFC Bank, Reliance, Hero MotoCorp
- Top Losers: Infosys, TCS, Asian Paints, Hindustan Unilever
