Stock Market Open Report Today, October 5, 2026: Sensex, Nifty Rally as Upbeat Asia, Easing Oil Offset RBI Policy Caution

Mumbai, Oct 5: Indian equity benchmarks traded higher in early deals on Monday, tracking upbeat Asian stocks, a positive Wall Street close on Friday, and easing oil prices.

Investors await the RBI’s rate decision on Wednesday morning, after the Monetary Policy Committee’s October 5-7 meeting. 

The 30-share BSE Sensex gained 453.04 points, or 0.63 per cent, to 72,362.74 while the NSE Nifty 50 rose 125.75 points, or 0.56 per cent, to 22,547.70 at 9:25 am. Banks, metal and oil and gas stocks led the gains, while healthcare, pharma and IT stocks lagged. Both benchmarks are rebounding from an eight-week losing run, the longest in 25 years, that cut the Nifty by 8.7 per cent and the Sensex by 8.4 per cent. 

India VIX, the fear gauge, held steady at 14.45 but is up 35.3 per cent in 30 days, so unease remains before Wednesday’s decision. 

Gainers & Losers 

Financials, ITC, NTPC and Grasim led the Nifty 50 gainers, while healthcare, IT and Eternal led the losers. Bajaj Finance (BAJFINANCE) topped the gainers, rising 3.32 per cent, or Rs 31.50, to a last traded price (LTP) of Rs 979.80 from its previous close of Rs 948.30, after touching a high of Rs 982.80 following its board’s approval on Thursday of a capital raise of up to Rs 17,500 crore. Shriram Finance (SHRIRAMFIN) gained 2.30 per cent, or Rs 21.70, to Rs 966.70 from Rs 945, with a high of Rs 970.45, ITC (ITC) rose 2.01 per cent, or Rs 5.15, to Rs 261.05 from Rs 255.90, with a high of Rs 262, NTPC (NTPC) added 1.70 per cent, or Rs 5.35, to Rs 320.45 from Rs 315.10, with a high of Rs 321.50, and Grasim Industries (GRASIM) climbed 1.64 per cent, or Rs 48.60, to Rs 3,010.60 from Rs 2,962, with a high of Rs 3,024.  

On the losing side, Apollo Hospitals Enterprise (APOLLOHOSP) was the top loser, sliding 2.28 per cent, or Rs 185.50, to an LTP of Rs 7,948 from its previous close of Rs 8,133.50, after touching a low of Rs 7,880.50. Cipla (CIPLA) fell 1.50 per cent, or Rs 20.20, to Rs 1,323.80 from Rs 1,344, with a low of Rs 1,321, Max Healthcare (MAXHEALTH) lost 1.29 per cent, or Rs 12.15, to Rs 928.80 from Rs 940.95, with a low of Rs 925, Eternal (ETERNAL) declined 1.27 per cent, or Rs 4, to Rs 309.90 from Rs 313.90, with a low of Rs 308.10, and Infosys (INFY) slipped 1.22 per cent, or Rs 12.65, to Rs 1,022.35 from Rs 1,035, with a low of Rs 1,019.60, as IT stocks gave up part of Thursday’s gains. HDFC Bank (HDFCBANK) was the most actively traded stock on the two lists, with about 1.46 crore shares changing hands. 

Broad Markets & Sectoral Indices 

Broader markets traded firm, with every broad-market index in the green. The Nifty Smallcap 100 led, up 0.69 per cent to 19,190.90 from 19,058.65, followed by the Nifty Midcap Select, up 0.67 per cent to 13,654.25 from 13,562.75, and the Nifty Midcap 100, up 0.66 per cent to 59,120.45 from 58,732. The smallest gains came in the Nifty India FPI 150 (up 0.46 per cent to 1,462.70), the Nifty 100 (up 0.49 per cent to 23,632.25) and the Nifty 200 (up 0.53 per cent to 13,115.15), though all three are still down 5.86, 5.56 and 5.70 per cent over 30 days.  

Among sectoral indices, the Nifty PSU Bank led the gainers, rising 2.11 per cent to 8,105.05 from 7,937.80, followed by the Nifty Bank, up 1.18 per cent to 55,094.35 from 54,450.75, and the Nifty Oil & Gas, up 1.04 per cent to 10,583.80 from 10,474.85, matching the Nifty Metal’s gain. The Nifty Healthcare was the biggest loser, down 0.95 per cent to 15,943.20 from 16,095.55, followed by the Nifty Pharma, down 0.74 per cent to 26,116.70 from 26,311.55, and the Nifty Auto, down 0.56 per cent to 25,242.35 from 25,384.95, while the Nifty IT slipped 0.24 per cent to 28,236.10 after Thursday’s 2.2 per cent surge. 

Asian Stocks 

Asian markets were upbeat on Monday morning, led by Japan’s Nikkei, which jumped 1,721.76 points, or 2.52 per cent, to 70,031.22, and Taiwan’s benchmark, up 2.49 per cent at 49,683.79. South Korea’s Kospi gained 0.46 per cent to 7,003.74, Australia’s ASX 200 rose 0.32 per cent to 8,709.9, Malaysia’s benchmark added 0.10 per cent to 1,632.51 and Singapore’s Straits Times advanced 19.48 points to 5,654.3. Hong Kong’s Hang Seng slipped 0.21 per cent to 23,921.53 and New Zealand’s NZX 50 eased 0.14 per cent to 13,661.39, and the SGX-CNBC China Growth index added 0.23 per cent to 1,470.02, while Shanghai and Shenzhen showed unchanged readings as mainland markets remain shut for the National Day holiday. 

US Markets  

US markets ended higher on Friday, led by the Nasdaq 100, which gained 306.37 points, or about 1 per cent, to 30,807.93. The transport index jumped 2.07 per cent to 20,009.75 and the Russell 2000 small-cap index rose 0.94 per cent to 2,832.9. The NYSE Composite added 0.54 per cent to 23,654.31 and the utilities index gained 0.49 per cent to 1,018.02. 

Oil Prices  

Oil prices eased on Monday morning but stayed elevated, with Brent crude down 0.75 dollars, or 0.73 per cent, at 101.50 dollars a barrel, above the 100-dollar mark. West Texas Intermediate fell 1.05 dollars, or 1.15 per cent, to 90.06 dollars, while gasoline dipped 0.21 per cent to 3.305 dollars per gallon heating oil gained 0.38 per cent to 4.518 dollars and natural gas edged up 0.10 per cent to 3.038 dollars. Abu Dhabi’s Murban crude bucked the trend, rising 1.42 dollars, or 1.30 per cent, to 110.82 dollars. The Strait of Hormuz, the conduit for a fifth of the world’s oil and liquefied natural gas before the war, remains at the centre of the stand-off and keeps prices elevated. 

Indian Markets  

Markets were shut on Friday for Gandhi Jayanti, so Thursday’s session was the last of the week, when the Sensex fell 570.59 points, or 0.79 per cent, to 71,909.70 and the Nifty declined 198.50 points, or 0.88 per cent, to 22,421.95. The Nifty lost 3.1 per cent for the week and the Sensex 2.7 per cent, their steepest weekly declines in more than six and four months respectively, taking the eight-week losses to 8.7 per cent and 8.4 per cent. Breadth was firmly negative, with 2,916 stocks falling against 1,306 rising and 191 unchanged, while the Nifty Midcap index fell 1.1 per cent and the Smallcap index nearly 1 per cent. Auto, media, FMCG, infrastructure, metal, consumer durables and realty indices lost 2 to 3 per cent, while the Nifty IT index gained 2.2 per cent, the only major sector with a weekly gain, of 0.5 per cent, and Bajaj Auto, Maruti Suzuki, Mahindra & Mahindra, Adani Enterprises and Adani Ports were among the biggest Nifty losers. 

Sources

•  NSE (gainers, losers and all-indices data, Oct 5, 2026)
• BSE
• Reuters (Oct 4)
• CNBC; OilPrice.com.
• https://www.reuters.com/business/fed-may-take-time-make-next-interest-rate-move-jefferson-says-2026-10-01/
•  www.cnbc.com
• www.oilprice.com