This Week in Indian Stock Market (July 1–5, 2025): Nifty, Top Gainers, Mutual Funds & Sector Trends

This Week in Indian Stock Market (July 1–5, 2025): Nifty, Top Gainers, Mutual Funds & Sector Trends


🔍 Indian Stock Market Weekly Overview

This week, the Indian stock market remained moderately bullish, supported by positive global cues and sector-specific momentum. Key indices closed higher:

  • Nifty 50: 24,310.20 (+0.5%)
  • Sensex: 79,670.80 (+0.4%)

SmartInvestingTip Insight: “Momentum continues in IT and Auto sectors. Investors should stay diversified and focus on quality sectors.”


🚀 Top Performing Indian Stocks (Weekly Gainers)

🔹 Large Cap Gainers

  • Tata Motors (+6.8%): EV sales and global demand boosted sentiment.
  • Infosys (+5.4%): Positive outlook due to digital deals.
  • ICICI Bank (+4.9%): Solid loan growth and strong asset quality.

🔹 Mid Cap Winners

  • Trent Ltd (+11.3%): Retail sector momentum continues.
  • Coforge (+8.7%): Benefiting from global IT contract wins.
  • TVS Motors (+7.9%): EV product lineup fuels gains.

🔹 Small Cap Rockets

  • Borosil Renewables (+17%): Clean energy demand lifts shares.
  • HAL, BEL (+12–15%): Gains from defense deals and FDI reform optimism.

📉 Top Losing Indian Stocks (Weekly Losers)

🔻 Large Cap Underperformers

  • HUL (-4.2%): Rural market slowdown impacts sales.
  • Sun Pharma (-3.7%): Regulatory concerns weigh on performance.
  • Reliance Industries (-2.5%): Weak refining margins hurt outlook.

🔻 Mid & Small Cap Laggards

  • Zee Entertainment (-6.3%): Merger-related uncertainty.
  • YES Bank (-5.4%): Strategic clarity still lacking.

📊 Sector-Wise Performance in Indian Stock Market

🔼 Top Performing Sectors

  • Information Technology (IT): +3.5%
  • Automobile: +2.9%
    Positive US data and strong domestic demand helped drive gains.

🔽 Underperforming Sectors

  • FMCG: -2.1%
  • Pharma: -1.8%
    Margins under pressure due to input cost volatility and compliance risks.

SmartInvestingTip Recommends: “Track sector rotation. Diversify across growth and defensive plays.”


📈 Weekly Index Performance Snapshot

IndexWeekly Change
Nifty 50+0.5%
Sensex+0.4%
Nifty Bank+1.1%
Nifty IT+3.5%
Nifty FMCG-1.9%

💹 Best Performing Mutual Funds (July Week 1, 2025)

🥇 Top Equity Mutual Funds

  • Quant Small Cap Fund: +5.9%
  • Nippon India Pharma Fund: +4.2%
  • ICICI Pru Technology Fund: +3.8%

⚖️ Hybrid & Debt Funds

  • Balanced Advantage Funds: Stable inflows
  • Short Duration Debt Funds: Benefiting from softening bond yields

🔁 SmartInvestingTip Picks (Consistent Performers)

  • Parag Parikh Flexi Cap Fund
  • SBI Bluechip Fund
  • Mirae Asset Emerging Bluechip Fund

💼 Best Performing ETFs in India (This Week)

🔹 Index-Based ETFs

  • Nifty IT ETF: +3.4%
  • Nifty Auto ETF: +2.7%

🔸 Sector & Commodity ETFs

  • PSU Bank ETF: +1.9%
  • Gold ETF: +0.8%

🌱 Thematic ETFs

  • CPSE ETF: +2.5%
  • Infra ETF: +2.1%

SmartInvestingTip Insight: “ETFs offer low-cost diversification—ideal for both new and experienced investors.”


🌍 FII & DII Investment Activity

  • FIIs (Foreign Institutional Investors): Net Buyers ₹3,000 Cr
  • DIIs (Domestic Institutional Investors): Net Sellers ₹1,200 Cr

FIIs showed strong interest in IT and Banking stocks this week.


🆕 IPO & Grey Market News (India)

  • Allied Blenders & Distillers IPO: Subscribed 4.3x
  • EMS Ltd IPO GMP: Rose to ₹45; strong listing expected

👉 Track daily GMP and IPO updates with our IPO Tracker


📢 Corporate Updates This Week

  • Infosys signs a $1.5 billion European tech deal
  • ONGC reports 9% YoY profit growth
  • Zomato increases stake in Blinkit

🔎 Technical Levels: Nifty 50 & Bank Nifty

IndexSupportResistance
Nifty 5024,05024,500
Bank Nifty52,10053,200

📌 Short-term consolidation likely; watch for breakout confirmation.


📅 Key Events to Watch Next Week

  • India CPI & IIP Data
  • Q1 Earnings: TCS, Infosys, HDFC Bank
  • US Fed Commentary + Inflation Report
  • Global Crude Oil Movement

✅ Final Thoughts: Weekly Market Wrap by SmartInvestingTip

The first week of July 2025 saw moderate gains across Indian indices, led by IT, Auto, and select small caps. Despite pressure in FMCG and Pharma, overall sentiment remains stable. Upcoming earnings and macro data will shape the next leg of the market move.

💡 Investor Tip: Review your portfolio allocation. Focus on consistent performers, diversified ETFs, and sector strength.

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