Nifty & Sensex Performance
Over the week, both the Nifty 50 and Sensex experienced mild declines but continued to move within their broader upward trend. The Nifty closed at 25,355, slightly breaching a key support level, and the Sensex hovered around 82,250 for much of the week. Bears dominated early on, causing a notable dip, but the indices later stabilised near their support zones. Despite the midweek pressure, technical indicators like the RSI and MACD remained supportive of buyers, suggesting underlying strength in the bull trend
The market was impacted by global news, profit-taking, and sector rotations, especially in IT and financial stocks. Investors generally preferred to accumulate during dips, yet remained cautious, waiting for a decisive breakout above resistance levels.
Mutual Funds
During July 2025, mutual funds showed mixed trends:
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Top performers included aggressive hybrid funds and select large-cap funds. SBI Equity Hybrid and Mirae Asset funds stood out for their risk-adjusted returns.
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Flexi-cap and mid-cap funds delivered higher returns but also saw increased volatility due to the choppy equity market.
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Systematic Investment Plans (SIPs) remained steady and popular. The total SIP collection for June 2025 was ₹27,269 crore, indicating sustained confidence among retail investors. Many investors continued with disciplined monthly investments, believing in the long-term wealth creation potential despite short-term market fluctuations.
Currency Markets
The rupee traded in a narrow range against the US dollar, fluctuating between 85.98 and 86.30. The dollar strengthened globally due to an increase in safe-haven demands following geopolitical and trade-related news. While emerging market currencies showed weakness, the rupee remained relatively stable. Traders observed little volatility, as key global economic data awaited release later in the week.
Oil Prices
Crude oil prices hovered around $70 per barrel at the start of the week and then slid to about $67.30 by July 18. Multiple factors drove this trend, including a firm US dollar, global economic uncertainties, and swings in demand. Although the price fluctuated, the range remained tight, and the Indian rupee price per barrel moved close to ₹5920–₹6077, tracking the currency exchange rate and global benchmarks.
Gold Prices
Gold prices stayed stable, with the rate near ₹9,995 per 10g on July 14 and ₹9,989 per 10g on July 18. Many investors chose gold as a hedge while uncertainty persisted in equity markets and amid the strengthening dollar. Domestic prices moved in line with minor changes in the international gold market and foreign exchange rates.
International Markets
Major global indexes had contrasting performances as tariff-related headlines swept through markets:
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US Markets: The S&P 500 and Nasdaq reached new highs mid-week, buoyed by robust tech earnings and optimism from key corporate results. Nonetheless, the Dow Jones recorded a small weekly loss, closing down 0.5% on Friday after renewed trade concerns. Investors rotated funds as tariffs and politics fueled volatility, but tech stocks continued to outperform.
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Europe & Asia: European and Asian indices mirrored cautious risk appetite. Many traders expected central banks to maintain a patient stance. Asian shares were muted, while Europe moved sideways, also reacting to US trade news and earnings releases.
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Globally, investors watched economic data releases and corporate earnings for shifts in growth momentum.
Quick Overview
| Market/Asset | Weekly Trend | Key Event |
|---|---|---|
| Nifty & Sensex | Mild Decline | Bears active early in the week |
| Mutual Funds | Mixed | SIPs stable, hybrid/large-cap lead |
| Rupee/USD | Stable, slight dip | Dollar strength & defensive positioning |
| Crude Oil | Downtrend | Global demand, firm dollar, trade uncertainty |
| Gold | Flat | Safe-haven flows, rupee stability |
| US Markets | Mixed/Volatile | Tech earnings drove mid-week highs |
| Europe/Asia | Cautious/Flat | Awaited global policy clarity |
To sum up, markets during July 14–18, 2025, showed stability amid global headwinds and sector shifts. Investors remained alert, but many recognised opportunities during volatile periods by leaning on SIPs and sector rotation strategies. As you watch these trends evolve, keeping a balanced portfolio with steady gold, selective equity, and continued SIPs can be prudent.
