Adani Entp, Bajaj Finance to Coal India: Top Nifty stocks MF bought in June

In the large-cap segment, funds attracted net inflows of ₹2,067.48 crore in June, up from ₹1,592.93 crore in May. Funds were net buyers of 56 per cent of the Nifty 50 stocks.   Mutual fund stock picks: As investors poured more money into mutual funds, wealth managers stepped up purchases of stocks, particularly in private…

Defence on structural upcycle; Kotak starts coverage on HAL, Mazagon Dock

Kotak Institutional Equities said that defence companies are well-positioned to benefit from rising geopolitical tensions, accelerating modernisation programmes and an expanding export opportunity.   Defence stocks: Kotak Institutional Equities has initiated coverage on India’s defence sector, saying it is on a multi-year structural upcycle. It said a sharp rise in Acceptance of Necessity (AoN) approvals,…

Why market gained today? Sensex soars 900 pts intraday, Nifty at 24,228

On the sectoral front, Nifty Realty ended the day as the top gainer, followed by Nifty PSU Banks. Both indices closed over 3 per cent higher.   Stock market benchmark indices Sensex and Nifty 50 surged on Friday, driven by a rally in IT firms after TCS reported its June quarter results. A positive trend…

Buy dips or sell rallies? Analysts’ strategy amid West Asia crisis, Q1 results

  The recovery seen in the Indian stock markets on Thursday, analysts said, was more on account of value buying at lower levels, but advise investors stay cautious. Markets recovered partially from the near 1,700-point fall (Sensex) on Wednesday with the 30-share index rising around 700-points intraday on Thursday. The volatility in the last two…

Stock Market Crash: Sensex tanks 1,677 pts, Nifty ends at 23,882 on renewed US-Iran tension

Sensex sinks 1,900pts intraday, Nifty at 23,805 on Trump’s ceasefire remark Why market is down today: US President Donald Trump said that the interim agreement with Iran is “over” but he will allow talks to continue. Why market is down today: Market benchmark indices Sensex and Nifty 50 tumbled on Wednesday as investors assessed the…

Q1FY27 IT earnings preview: Brokerages see mixed quarter as AI, macro headwinds weigh on growth

The June-quarter earnings season begins amid muted expectations for tech companies due to macroeconomic uncertainty and AI disruptions. Analysts foresee weaker Q1 FY27 growth, with a focus on guidance and demand outlook amid geopolitical tensions affecting performance.   The June-quarter earnings season will begin this week, with tech companies led by TCS set to roll…

Sensex in July: 23-year history suggests index can deliver a solid return

July has also been traditionally good for foreign inflows, which aided market performance. According to data compiled from the NSDL, FPIs have been net buyers of Indian stocks in 9 out of 12 years.   After a modest gain of 3 per cent in June 2026 that saw the Sensex scale a high of 77,803…