BSE Sensex Falls Over 100 Points, Nifty Dips Below 24,850; Realty Index Down 2%
What Caused Today’s BSE Sensex Fall?
The BSE Sensex fell over 100 points in early trade on Monday, July 28, 2025, as investor sentiment turned cautious due to disappointing corporate earnings, pressure on real estate stocks, and weak global signals. The Nifty index dipped below 24,850, raising fresh alarms among traders and analysts.
As per market reports, the Nifty 50 slipped by 0.16% to 24,799, and the Sensex dropped by 0.20%, trading near 81,325. This decline came after a volatile week that already saw significant corrections.
Why Did Realty Stocks Crash?
One of the biggest drags on Monday’s market session was the Nifty Realty Index, which fell nearly 2%. Stocks like Lodha, Prestige, and Oberoi Realty saw significant selling after lackluster quarterly earnings.
“Realty stocks have been under pressure as developers signal caution ahead due to rising input costs and slowing home sales,” said market expert @07hosa.
Which Stocks Pulled Down the Indices?
- Kotak Mahindra Bank was the biggest loser on the Sensex, falling over 6% after reporting a weaker-than-expected profit.
- TCS, Infosys, and HCLTech also declined, dragging the IT Index down by around 0.5%.
- Midcap and smallcap indices stayed largely stable, but overall momentum remained weak.
“Kotak’s drag on the index was significant. Its Q1 miss has set a negative tone for banking stocks,” said @CNBCTV18News.
Is Foreign Investment Flowing Out Again?
Yes. Foreign Institutional Investors (FIIs) have turned net sellers, withdrawing over ₹3,000 crore in the last few sessions. Meanwhile, Domestic Institutional Investors (DIIs) tried to provide support, injecting around ₹1,800 crore into equities.
This imbalance between FIIs and DIIs has made the market vulnerable to corrections, especially amid weak earnings.
What’s the Global Angle?
Investor worries were further worsened by delays in U.S.-India trade talks. The U.S. is reportedly seeking tariff reductions on dairy and agricultural imports, but India remains cautious ahead of the August 1 deadline.
Such external uncertainties have added a layer of macro pressure to Indian equities, leading traders to book profits.
Market Levels to Watch Now
- Immediate Support: 24,500 for Nifty
- Immediate Resistance: 25,200–25,500
Market experts advise caution, suggesting that traders wait for clear signals before initiating fresh positions.
“This dip is not surprising. Technical resistance around 25,200 is holding firm,” tweeted @Niftyhunter.
Midcaps Holding Steady – Is There Hope?
Interestingly, while large caps like banking and IT dragged indices down, midcaps and smallcaps saw selective buying. Stocks from the pharma, FMCG, and auto segments attracted some investor interest due to defensive strength.
This divergence signals that while broader indices are weak, stock-specific action remains alive for those following fundamentals.
What Are Analysts Predicting?
Most analysts remain cautious in the near term but bullish in the medium to long term. According to Business Standard, analysts at ICICI Securities believe that the market is likely to consolidate between 24,500 and 25,500 before resuming any upward momentum.
“The next two sessions will be critical. If the market holds above 24,500, we may see a bounce,” added Sharad Dubey.
Final Take: Is This Just a Temporary Dip?
The BSE Sensex fall appears to be a combination of profit booking, weak earnings, and global uncertainty. While the decline isn’t massive, the mood across sectors suggests a cautious phase ahead.
Until corporate results show improvement and global trade concerns ease, Indian markets may continue to move sideways or experience short-term volatility.
Investors are advised to remain stock-specific, stay cautious with leveraged positions, and watch key technical levels closely.
FAQ’S
The Indian stock market is facing pressure due to weak global cues, sector-specific selloffs, and cautious investor sentiment after earnings results.
Nifty tracks 50 diversified stocks while Sensex covers 30, and their point values differ due to distinct base years, calculation methods, and index composition.
True – Sensex is the benchmark index of the Bombay Stock Exchange (BSE), tracking 30 major stocks.
The largest single-day fall occurred on March 23, 2020, when the Sensex crashed by 3,935 points due to COVID-19 fears.
Both are benchmark indices of Indian stock markets, with Sensex representing BSE and Nifty representing NSE, moving mostly in tandem with market trends.
NSE offers better technology infrastructure and lower transaction costs, attracting more traders and resulting in higher trading volume.
Sensex is managed by BSE, and Nifty is managed by NSE through its subsidiary NSE Indices Ltd.
False – Nifty is associated with the National Stock Exchange (NSE), not the Bombay Stock Exchange (BSE).
Sensex is calculated using the free-float market capitalization method of its 30 constituent stocks, based on a base year value of 100 in 1978–79.
Disclaimer
This content is for informational purposes only and not financial advice. Always conduct your research.