QUANT SECTION: 29th JULY 2026

▪️ FUTURES
━━━━━━━━━━━━━━
• Gift Nifty: 24,207, up 87 pts vs Nifty Fut close of 24,120
• Dow Future: 52,956, up 12 points
━━━━━━━━━━━━━━
▪️ FUND FLOWS (RS CR)
━━━━━━━━━━━━━━
Cash Market
• FII's: +755
• DII's: +1664
FII's in F&O
• Index Futures: -2,601.31 Cr (-16.0k lots)
• Nifty: -1,766.20 Cr (11.2k lots of selling)
• Bank Nifty: -623.34 Cr (3.6k lots of selling)
• Index Options: -30,784.43 Cr
• Stock Futures: +2,774.03 Cr (43.5k lots of buying)
• Stock Options: -414.24 Cr
━━━━━━━━━━━━━━
▪️ LEVELS
━━━━━━━━━━━━━━
• Nifty CMP: 23,985 (20 EMA: 24,027 / 252 EMA: 24,439)
• Bank Nifty CMP: 56,756 (20 EMA: 57,307 / 252 EMA: 56,205)
━━━━━━━━━━━━━━
▪️ F&O STOCKS IN BAN
━━━━━━━━━━━━━━
• Stocks in ban – Nil
• New addition in ban – Nil
• Stocks exit from ban – Nil
━━━━━━━━━━━━━━
▪️ TOP GAINERS (NIFTY 500)
━━━━━━━━━━━━━━
• COFORGE (1,686) (+10.3%)
• AFFLE (1,632) (+9.3%)
• LODHA (1,301) (+8.6%)
• KALYANKJIL (608) (+7.8%)
• CUB (238) (+7.5%)
━━━━━━━━━━━━━━
▪️ TOP LOSERS (NIFTY 500)
━━━━━━━━━━━━━━
• SUZLON (48) (-9.7%)
• GRAVITA (1,639) (-8.4%)
• GODFRYPHLP (2,031) (-8.1%)
• VBL (430) (-7.4%)
• HINDUNILVR (2,023) (-7.0%)
━━━━━━━━━━━━━━
▪️ COMMENTS
━━━━━━━━━━━━━━
• Long Build-Up: 43 stocks saw an increase in OI and price, suggesting a build-up of long positions. Major ones: CONCOR, MARICO, SWIGGY, CAMS, M&M, etc.
• Short Build-Up: 65 stocks saw an increase in OI and a drop in price. Major ones: VBL, HINDUNILVR, PNBHOUSING, MFSL, MUTHOOTFIN, etc.
• Short-Covering: 50 stocks saw short-covering, where OI decreased with a price increase. Major ones: LODHA, NESTLEIND, WIPRO, SBICARD, BDL, etc.
• Long Unwinding: 52 stocks saw a decline in open interest (OI) along with a fall in price, indicating long unwinding. Major ones: EXIDEIND, SONACOMS, IRFC, COCHINSHIP, NHPC, etc.
• Nifty 50 (23,985): Nifty remained range-bound during the monthly F&O expiry, reflecting consolidation after Monday's strong rebound. The index continues to hold above its 50-day EMA, while softer crude oil prices and a declining India VIX provide a supportive backdrop. A decisive breakout above 24,300 would be the key trigger for the next leg of the uptrend.
• Rollover Insight: The sharp decline in Nifty rollover to 71.8% (from 80.3%) suggests traders preferred to unwind positions rather than carry aggressive directional bets into the August series. The concentration of rollovers around 23,950–24,000 for the third consecutive expiry indicates this has become the market's equilibrium zone, awaiting a fresh catalyst. In contrast, Bank Nifty rollover at 76.3%, in line with its three-month average, reflects relatively stable positioning but continued resistance around the 57,000–58,000 zone.
━━━━━━━━━━━━━━
▪️ BLOCK / INSIDER TRADES
━━━━━━━━━━━━━━
• Gandhar Oil Refinery: Societe Generale sold a 0.53% stake (5.22 lakh shares) worth ₹12.6 Cr at ₹241.88/share.
• Aqylon Nexus: Pine Oak Global Fund acquired a 0.98% stake (25 lakh shares) for ₹6.3 Cr at ₹25.19/share, while Sera Investments sold 18.63 lakh shares worth ₹4.7 Cr.
• Asian Granito: Nova Global Opportunities Fund bought a 0.67% stake (20 lakh shares) for ₹12 Cr at ₹60/share.
• Raajmarg Infra InvIT: Axis Bank sold 34.33 lakh units worth ₹40 Cr at ₹116.50/unit.
━━━━━━━━━━━━━━
▪️ IMPORTANT EVENTS TODAY
━━━━━━━━━━━━━━
• US Federal Funds Rate | FOMC Statement
• Results: ADANIENT, ADANIPORTS, ASIANPAINT, BAJAJHFL, CARTRADE, CRAFTSMAN, DABUR, DHANBANK, EICHERMOT, HAWKINCOOK, INDOSTAR, J&KBANK, JK LAKSHMI, KPITTECH, KTKBANK,, PPLPHARMA, PRESTIGE, SYNGENE, TBOTEK, WAAREEENER,
━━━━━━━━━━━━━━
▪️ ANY INTERESTING STOCKS ON TECHNICAL BASIS?
━━━━━━━━━━━━━━
• Oberoi Realty (₹1,829): After correcting from its recent high of ₹1,980, the stock is undergoing a healthy consolidation. The ₹1,750–1,800 zone has emerged as a key near-term support. Holding above this range would likely mark the end of the corrective phase and pave the way for a resumption of the uptrend.
━━━━━━━━━━━━━━
TEAM OMKARA
www.omkaracapital.in
Disclaimer: This does not construe to be an investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only.