- The BSE Sensex closed at 80,268 up by 0.57%, and the Nifty 50 closed at 24,611 up by 0.75% in September 2025, supported by easing global yields and strong domestic inflows.
- India’s global market cap share fell to 3.5%, a two-year low from 4.6% in September 2024, as peers like China (+27%) and Korea (+23%) outperformed.
- FPIs withdrew Rs. 35,301 crores in September, taking year-to-date outflows to Rs. 2.53 lakh crore, driven by US tariff tensions and higher H-1B visa fees.
- DIIs remained net buyers, deploying a record Rs. 5.81 lakh crore YTD, supported by robust SIP inflows and strong insurance participation.
- FPIs rotated from defensives to cyclicals, trimming exposure in IT, Pharma, and FMCG while adding positions in Autos and Capital Goods.
- The BSE market capitalization held steady at Rs. 451.6 lakh crore, while Midcap and Small cap indices ended flat, reflecting near-term consolidation.
- The advance-decline ratio on the BSE stood at 2,052 advances against 2,042 declines, with 166 stocks remaining unchanged, reflecting cautious investor mood.
Acknowledgements:
RBI Bulletin (www.bulletin.rbi.org.in), SEBI (www.sebi.gov.in), NSE (www.nseindia.com), BSE (www.bseindia.com)
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