JULY MARKET SCORECARD---> July's Sector Winners & Losers: Who Won the Rally?

July 2026 was a month of clear sector rotation in the Indian market. The numbers tell an interesting story. --------> Sector Performance — July 2026 Sector / Index July Performance IT +14.7% Consumer Durables +9.3% Real Estate +8.6% Auto +8.0% Healthcare +3.0% Metals +1.8% Oil & Gas +1.7% BSE MidCap +1.6% FMCG +0.7% PSU +0.4% BSE SmallCap -0.1% Banks -0.2% Power -5.3% Capital Goods -5.4% 1. IT Was the Clear Winner IT: +14.7% IT emerged as the strongest-performing major sector in July. The rally was supported by improving sentiment around: • AI spending • Global technology demand • US technology stocks • Expectations of better IT spending @@Stocks to Watch !TCS, $INFY , !HCLTech, !Tech Mahindra, !Persistent Systems, !Coforge 2. Real Estate Continues Its Strong Run Real Estate: +8.6% Real estate remained one of the strongest pockets of the market. Factors supporting the sector include: • Housing demand • Urbanisation • Premium housing • Improving household incomes Stocks to Watch !DLF, !Godrej Properties, !Prestige Estates, !Lodha Developers, !Sobha 3. Healthcare Delivered Steady Returns Healthcare: +3.0% The sector remained relatively defensive while several pharmaceutical companies continued to report strong earnings. Stocks to Watch !Sun Pharma, !Dr. Reddy's Laboratories, !Lupin, !Divi's Laboratories, !Max Healthcare ------>The Weakest Pockets Power: -5.3% Power stocks faced significant pressure during July. Stocks to watch: !NTPC, !Power Grid, !Tata Power, !JSW Energy, !NHPC Capital Goods: -5.4% Capital Goods was the worst-performing sector in the July scorecard. Stocks to watch: !Larsen & Toubro, !Siemens, !ABB India, !BHEL, !Cummins India ------->The Big Takeaway July belonged to IT, Consumer Durables, Real Estate and Auto. For investors, the key question for August is: Will July's sector leaders continue to lead, or will money rotate into the sectors that underperformed?