1 August 2025
3 Minutes Read

July Market Recap: Top Trends of the Month

The Indian stock market began July 2025 with a two-day rally before experiencing a downturn later in the month. Factors influencing the market included concerns over US tariffs and fluctuations in foreign investment flows.

nifty 50 chart of july month
overall index of the july month

The Indian stock market experienced a mixed performance in July 2025, with a slowdown in activity amidst concerns over US tariffs and foreign fund outflows. The Nifty 50 closed at 25,551.35 and the Sensex settled at 83,685.66.

📉 Market Decline: Both the Nifty 50 and Sensex experienced declines in July, influenced by global market weakness and domestic concerns.

📦 US Tariffs Impact: The announcement of a 25% tariff on Indian exports by the US President weighed heavily on market sentiment.

💸 FII Outflows: Foreign Institutional Investors (FIIs) continued to offload equities, contributing to the market downturn.

🔻 Sectoral Performance: Cyclical sectors faced sharp losses, while defensive sectors like FMCG showed some resilience.

⚠️ Volatility: India VIX ticked up to 11.54, indicating a slight rise in market volatility.

India’s manufacturing sector saw a significant upswing in July, with the HSBC India Manufacturing Purchasing Managers’ Index rising to 59.1 – a 16-month high. This indicates robust demand and a positive outlook for the industrial sector.

Despite the manufacturing growth, market activity slowed down in July, with a 16% drop in cash market turnover—the steepest decline since October 2023. This is attributed to a combination of weak investor sentiment and regulatory adjustments.

A significant development in July was the announcement of a 25% tariff on Indian exports by the US President, causing a negative reaction in the Indian stock markets. The Gift Nifty indicated a gap-down opening. Concerns over newly imposed US tariffs on Indian exports weighed on the market, leading to declines in early trade. Asian markets also showed a downward trend in response to the news.

Several stocks experienced notable movements. 3M India rose 2.02%, while GE Vernova TD India surged 5%. HUL also saw gains, solidifying its position as a key market player.

Several companies announced dividend payouts in July, including Maruti, Marico, and Eicher Motors. Experts also highlighted Apollo Hospitals, Cipla, and Godrej Consumer Products as potential short-term buys.

Despite the short-term dip, the overall outlook remains cautiously optimistic, with analysts expecting flat-to-positive openings based on global market cues.

Nifty Healthcare, Pharma, and FMCG emerged as the top-performing sectors, while Nifty Consumer Durables and Auto were the underperformers, declining by nearly 1%.

nifty all sectors july month value
top nifty 50 gainers and losers of the july month
commodity changes of july month

July SME IPO: 

India’s IPO market witnessed strong momentum in July 2025, with 13 companies making their public debut, indicating solid investor appetite across various sectors. Standout listings such as HDB Financial Services, GNG Electronics, Crizac Limited, Ellenbarrie Industrial Gases, and Anthem Biosciences saw substantial oversubscription. To make the most of this IPO boom, investors are advised to prioritise companies with strong fundamentals and long-term growth prospects.

ipo Performance list of the july month

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