🏦 Index Closings & Market Summary
Markets snapped their eight-day losing streak today, rallying strongly after the RBI held interest rates steady and offered supportive guidance.
Nifty 50: Closed at 24,836.30, up ~225.20 points, or ~0.92% gain.
Sensex: Jumped ~715.69 points (0.89%) to 80,983.31.
Bank Nifty: Strong rally — up ~712 points (1.3%) to 55,347.95.
The rebound was broad-based:
private banks, realty, pharma, IT, and media saw gains of 1–4%.
Only PSU banks lagged slightly.
The strong close signals renewed buyer confidence, especially around financials, after a prolonged period of weakness.
📊 Top Gainers & Top Losers
Top Gainers:
1.Tata Motors
2.Shriram Finance
3.Kotak Mahindra Bank
4 Trent
5.Adani Enterprises / Sun Pharma (names among top gainers reported)
Top Losers:
1.Bajaj Finance
2.Tata Steel
3. SBI
4.UltraTech Cement
5. Bajaj Auto
Also Bharti Airtel, Maruti Suzuki were among names cited in loss lists.
This list shows the rotation:
cyclical / heavy industrials and some financials gave up ground, while momentum names and export / auto names found fresh buying.
🔍 Sector Performance & Themes
Today’s sector map was striking:
16 out of 17 major sectors ended in greens.
Leaders: Banking / financials, realty, pharma, IT, media, auto Bank stocks drove a significant part of the rally.
Laggers: PSU banks saw weakness — they underperformed despite the RBI pause.
The rotation suggests buyers moved quickly into sectors they believe will benefit from liquidity, policy support, or re-rating.
⚡ Volatility & VIX
India VIX: Fell sharply ~7.03% to ~10.29, as derivative markets digested the RBI policy outcome and regained composure.
Lower VIX despite the rally suggests that the move was not simply short covering but had conviction behind it in the latter half of the session.
📐 Support & Resistance Levels
Based on today’s action and technical setups:
Nifty 50
Resistance: ~ 25,000 – 25,100
Support: ~ 24,700 – 24,500
Bank Nifty
Resistance: ~ 55,500 – 56,200
Support: ~ 54,900 – 54,500
Sensex
Resistance: ~ 82,000 – 82,500
Support: ~ 80,000 – 79,500
Open interest (OI) skew for Nifty shows maximum
Call OI at 25,000, followed by strikes 25,500 / 24,950, and
Put OI cluster at 24,700–24,600 strikes.
This suggests that 25,000 is a key zone to watch — strong movement beyond that could attract follow-through.
🏆 Stock of the Day
Kotak Mahindra Bank gains special mention.
It was among the top gainers in both Nifty and Sensex packs, benefiting from the strong banking rally.
If further capital flows into private banking names continue, Kotak could lead the pack rallying further.
Keep an eye on its price reaction near resistance zones.
📊 FII / DII – Institutional Flow
According to Groww’s data:
On 1st October, 2025
FIIs – net outflow of ~ –₹1605.2 Cr
DIIs – net inflow of ~ +₹2916.14 Cr
The strong DII inflow helped cushion FII selling pressure and supported the rally post policy.
🏗 IPO / Market News & Policy
The RBI held rates unchanged at 5.50%, maintaining a neutral stance but giving hints of policy support, which spurred buying.
PSU bank stocks slipped post-policy, as market digested implications of not cutting rates further.
No major IPOs launched today (based on sources available), but rebalancing / index inclusion trades gained attention.
📅 Trade Themes:
Short-Term & Long-Term Picks
Short-Term / Swing Ideas:
Private banks (Kotak Mahindra, Axis) Auto / auto ancillaries Real estate / construction names benefiting from improved liquidity
Long-Term Picks:
Large-cap banks: SBI, HDFC, ICICI — now with better tailwinds post policy IT exporters (TCS, Infosys) Infrastructure, renewable energy names — given capital expenditure push
Given the renewed momentum, accumulation on dips in structurally strong names makes sense, rather than chasing extended moves.
✅ Final Thoughts
October 1 delivered a refreshing rally, putting an end to a prolonged losing streak.
The market reaction to the RBI policy was favorable, and sectors like banking, realty, pharma, and IT participated actively.
However, strength beyond key resistance zones (especially Nifty 25,000) determines if this is a genuine reversal or a bounce. With VIX dropping and institutional flows reinforcing the move, the outlook is cautiously bullish.