Global Indices
Global Indices 02-Jul Prev_Day Abs. Change
% Change
Russell 3000 3,828 3,880 -52 -1.35
Nasdaq 25,833 26,040 -207 -0.80
FTSE 10,653 10,478 175 1.67
Nikkei 68,733 70,475 -1,742 -2.47
Hang Seng 23,055 22,881 174 0.76
Indian Indices 02-Jul Prev_Day Abs. Change
% Change
BSE Sensex 77,502 76,923 579 0.75
Nifty 50 24,176 24,006 170 0.71
Nifty 100 25,230 25,065 165 0.66
Nifty 500 23,265 23,112 153 0.66
Nifty Bank 58,032 58,033 -1 0.00
BSE Power 8,030 8,082 -52 -0.64
BSE Small Cap 56,479 55,977 501 0.90
BSE HC 49,442 49,119 323 0.66
Date P/E Div. Yield P/E Div. Yield
2-Jul 21.04 1.09 20.85 1.22
Month Ago 20.20 1.14 20.27 1.26
Year Ago 23.88 1.12 22.91 1.24
Nifty 50 Top 3 Gainers
Company 02-Jul Prev_Day
% Change
Infosys 1041 985 5.64
Tech Mahindra 1421 1362 4.34
TCS 2068 1983 4.31
Nifty 50 Top 3 Losers Domestic News
Company 02-Jul Prev_Day
% Change
L&T Ltd. 4059 4093 -0.81
Tata Motors 346 348 -0.53
Axis Bank 1363 1369 -0.45
Advance Decline Ratio
BSE NSE
Advances 2762 2380
Declines 1972 1204
Unchanged 215 84
Institutional Flows (Equity)
Description (Cr)
YTD
FII Flows* -275914
MF Flows** 294017
*2nd Jul 2026; **30th Jun 2026
Economic Indicator
YoY(%) Current Year Ago
CPI
3.93%
(May-26)
3.03%
(May-25)
IIP
5.10%
(May-26)
3.40%
(May-25)
GDP
7.80%
(Mar-26)
7.00%
(Mar-25)
Mutual Fund Investments are subject to market risks, read all scheme related documents carefully.
03 July 2026
Since May-17, MOSPI has revised base year of IIP & WPI from 2004-05 to 2011-12, and for CPI from 2010 to
2012
Indian Equity Market
Indices Performance
P/E Dividend Yield
Sensex
Nifty
4.40%
(Feb-26)
8.00%
(Dec-25)
Quarter Ago
Inflow/Outflow
-570
140
3.21%
(Feb-26)
•Indian equity markets extended their gains from the previous session as
crude oil prices continued to decline in international markets, driven by
signs of improved traffic through the Strait of Hormuz and reports of
positive progress in indirect talks between Washington and Tehran in Doha.
Market sentiment was further supported by easing inflation and interest-
rate concerns after both the U.S. Federal Reserve Chair and the European
Central Bank President indicated that price pressures had moderated in
recent weeks.
•Key benchmark indices BSE SENSEX and Nifty 50 gained 0.75% and 0.71%
to close at 77,502.12 and 24,175.70 respectively.
•The overall market breadth on BSE was strong with 2,464 scrips advancing
and 1,832 scrips declining. A total of 171 scrips remained unchanged.
•On the BSE sectoral front, Information Technology was the major gainer,
up 4.37% followed by Teck, up 2.68% and Consumer Durables, up 1.45%.
Capital Goods was the major loser, down 0.73% followed by
Telecommunication, down 0.67% and Power, down 0.64%.
•The Manufacturing Purchasing Managers’ Index (PMI) eased to 54.2 in Jun
2026 from 55.0 in May 2026. Manufacturing activity expanded at its
slowest pace in three months during June, as growth in international sales,
output, purchasing activity, and employment moderated.
•The government achieved 31%of its FY27 disinvestment and asset
monetisation target in Q1FY27, raising Rs.24,928 crore through PSU stake
sales and asset monetisation initiatives.
•The government notified new EPFO social security schemes under the
Code on Social Security, emphasizing digital compliance and faster claim
processing. Under the revised framework, EPFO officials may face a 12%
annual penal interest for delays beyond 20 days in settling eligible claims,
while the existing employee and employer contribution structure remains
unchanged.
•Abu Dhabi's International Holding Company (IHC) plans to invest $11.5
billion in an integrated aluminium project in the eastern Indian state of
Odisha through a joint venture with India's Adani Group, marking the
country's largest foreign investment in the mining and metallurgy sector.
•JSW Infrastructure (JSW Infra) said on Wednesday that it has completed a
Rs 7,503 crore qualified institutional placement (QIP), marking the first
transaction in India to combine a primary issuance and an offer for sale
(OFS) by a promoter-selling shareholder within a single QIP structure.

https://mf.nipponindiaim.com

•Asian equity markets mostly declined as renewed AI-related concerns
sparked a sharp sell-off in semiconductor stocks. Markets in South Korea
and Japan faced particularly steep losses following reports that a U.S.
company is in talks to procure chips from two Chinese semiconductor
manufacturers that are on the Pentagon’s blacklist. Sentiment was further
pressured by a broader technology-sector downturn, driven by growing
investor concerns about potential overcapacity in AI infrastructure and
computing resources. While Nikkei rose 0.38%, Hang Seng rose 1.66% (as at
8 a.m. IST).
•European equity markets advanced as strong gains in the AI and technology
sectors supported investor sentiment, while easing concerns over
geopolitical tensions and resilient corporate earnings strengthened risk
appetite. Investors also monitored interest-rate expectations, with
elevated borrowing costs continuing to influence sectoral market
performance.
•The U.S. equity markets closed mixed as softer employment data boosted
rate-cut expectations, while weakness in AI and technology sectors
weighed on sentiment.
Markets for You
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03 July 2026
Derivative Statistics- Nifty Options
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and which are deemed to be reliable. The information provided cannot be considered as guidelines, recommendations or as a professional guide for the readers. It may be noted that since Nippon Life India Asset
Management Limited (NAM India) has not independently verified the accuracy or authenticity of such information or data, or for that matter the reasonableness of the assumptions upon which such data and information
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material.
•Nifty Jul 2026 Futures stood at 24,265.00, a premium of 89.30 points above
the spot closing of 24,175.70. The turnover on NSE’s Futures and Options
segment fell to Rs.7,342.17 crore on July 02,2026, compared with Rs.
3,50,972.65 crore on July 01,2026.
•The NSE Put-Call ratio stood at 0.87 compared with the previous session’s
close of 0.84.
•The Nifty Put-Call ratio stood at 0.61 compared with the previous session’s
close of 0.65.
•Open interest on Nifty Futures stood at 366.23 million, compared with the
previous session’s close of 368.46 million.
•Bond yields declined amid expectations of increased foreign inflows, fueled
by hopes of Indian government bonds being included in Bloomberg’s
flagship bond index. Sentiment was further supported by easing inflation
concerns, as lower crude oil prices improved the outlook for domestic price
stability.
•Yield on the 10-year benchmark paper (6.94%GS 2036) fell by 4bps to close
at 6.72%as compared to the previous day’s close of 6.76%.
•According to reports, Bajaj Finance planned to raise up to Rs. 7,000 crore
through the sale of bonds maturing in three years & three months, and ten
years.
•The Indian rupee strengthened against the U.S. dollar, supported by easing
crude oil prices.
•The euro rose against the U.S. dollar after the Federal Reserve Chair stated
that inflation expectations and inflation risks have eased in recent weeks.
•Gold prices rose after the U.S. Federal Reserve Chair and the European
Central Bank President indicated that inflation risks have eased in recent
weeks.
•Brent crude oil prices fell amid signs of improving shipping traffic through
the Strait of Hormuz.
•U.S. private-sector employment increased by 98,000 jobs in Jun 2026,
following a gain of 122,000 jobs in May 2026, according to a report released
by payroll processor ADP.
•U.S. manufacturing PMI fell to 53.3 in Jun 2026 from 54.0 in May 2026,
according to the Institute for Supply Management.
•Eurozone house prices rose 4.7% YoY in the first quarter of 2026, slowing
from a 5.1% increase in the fourth quarter of 2025, according to Eurostat.
•Hong Kong retail sales grew 7.9% YoY in May 2026, easing from 8.7% growth
in Apr 2026, according to the Census and Statistics Department.
Markets for You