While industry sources say a request to lower the minimum investment threshold and introduce retail-suitable structures were put forward, the regulator hinted that no such changes are being considered currently.
Stock market today: Sensex, Nifty recovered early losses amid value buying. Positive global cues also added to the sentiment.
Among the brokerages, Elara is the most optimistic expects revenue of Rs 11,922 crore, net profit of Rs 4,033 crore, and an EBITDA margin of 82.8 percent. Antique is the most pessimistic, estimating revenue of Rs 11,469 crore, net profit of Rs 3,690 crore, and an EBITDA margin of 85.8 percent.
The benchmark indices will likely remain range-bound and consolidative, with a focus on quarterly earnings, management commentaries for the second half of FY26, further developments related to India–US trade talks as well as US–China trade, the mood of FIIs, and global cues, experts said.
If the Nifty decisively breaks 25,700–25,670, the 25,500–25,400 levels are the next to watch, as selling pressure may widen below this zone. However, on the higher side, 25,900–26,000 is the immediate hurdle, followed by 26,100, experts said.
Given the cautious sentiment signaled by momentum indicators, the market may continue consolidating for a few more days. Below are some short-term trading ideas to consider.
Momentum indicators signaled some caution in the short term, especially after a sharp rally in October. A breakdown below 25,500-25,400 area could strengthen the bears, whereas holding above it amid the current nervousness and consolidation could push the Nifty 50 back toward 25,900–26,000, according to experts.
The Domestic Institutional Investors (DII) continued their buying on 28th week, as they bought equities worth Rs 18,804.26 crore, while the Foreign Institutional Investors' (FIIs) sold equities worth Rs 2102 crore.
Nova Global Opportunities Fund already held 4.65 percent stake (5.96 lakh shares) in AAA Technologies, as per the shareholding pattern of September 2025.
For the year so far, FIIs have been net sellers of shares worth Rs 2.40 lakh crore, while DIIs have net bought shares worth Rs 6.28 lakh crore.
The defence major expects a revenue growth of more than 15%, EBITDA margin of around 27%, order inflow of Rs 27,000 crore excluding QRSAM, R&D spending above Rs 1,600 crore, capital expenditure above Rs 1,000 crore and a steady defence-to-non-defence mix of 90:10.
Weekly options data also indicates that the Nifty is expected to remain in the 25,500–26,100 range in the short term.
A further proposed reduction in the cap on brokerage charges, from 12bps to 2bps for cash trades and from 5bps to 1bps for derivatives, is also unlikely to affect AMC profitability, the report suggests
Globally, commodity flows also softened as investors booked profits after weeks of gains. According to the report, physical commodity funds saw redemptions of $7.3 billion, ending a nine-week inflow streak totaling nearly $60 billion.
Seeing early signs of a risk recovery, PL Asset Management’s Siddharth Vora has turned more aggressive in his portfolio stance — raising exposure to financials, materials, and autos, while paring defensives like IT and pharma.
Founder Lalit Keshre cited broking, mutual funds, wealth management and investment advisory, and the recent Indiabulls AMC acquisition as key monetisation levers
Stock market today: Sensex, Nifty declined as sustained FII outflows and cautious global trends kept traders on the sidelines.
Asian markets traded higher, with South Korea’s Kospi and Japan’s Nikkei 225 posting gains.
Until the Nifty 50 achieves a decisive breakout and sustains above 26,100 — the key hurdle — consolidation amid rangebound trading may continue, with immediate support in the 25,800–25,700 zone.
The market is expected to consolidate further amid range-bound trading before finding firm direction. Below are some short-term trading ideas to consider.
If the Nifty 50 stays below 26,000, the consolidation may continue with support at 25,800–25,700, followed by 25,500 as a crucial support level. However, climbing decisively above 26,000 can open the door for the 26,100–26,300 zone, according to experts.
The company said it has clear visibility on commercial operation dates for projects scheduled over the next three years, indicating strong execution momentum.
DIIs purchased shares worth Rs 14,827 crore and sold shares worth Rs 12,357 crore. In contrast, FIIs bought shares worth Rs 9,350 crore but sold shares totalling Rs 12,428 crore.
Associated Alcohols & Breweries shares surged 17.5 percent to finish the session at Rs 1,228.5 on the NSE, witnessing a strong consolidation breakout, with highest-ever volumes.
The weekly options data suggested that 26,000 is expected to act as a strong resistance for the Nifty 50, with key support at 25,500.