Nifty 24,383.60 +66.45 (+0.27%), range 24,299.70–24,429.40 — a third straight up session, and July closes as the second consecutive monthly gain (+2.2%). BankNifty 57,264.85 +117.35 (+0.21%), range 57,139.60–57,411.25 — green at last after two laggard sessions. India VIX 11.76 −0.40 (−3.29%), range 11.65–12.21 — a fresh low into MPC week. Sensex 78,094.64 +166.49 (+0.21%).
Options
4 Aug weekly — max pain 24,350, up from 24,250 yesterday; spot closed 34 pts above it. PCR (OI) 1.49 vs 1.29 at yesterday's close and 1.17 on Wednesday — a third straight session of rising put open interest. Strike-level OI shift detail not published at the time of this note.
Flows
31 Jul provisional cash — FII +₹277 cr, DII +₹2,260 cr (Trendlyne provisional). Both net buyers; FII buying collapsed to a token figure after two heavy sessions while DII flipped back to the buy side. Yesterday's single-source flag is now closed — 30 Jul stands confirmed at FII +₹3,623.50 cr / DII −₹1,864.00 cr on two sources.
Sectors
Auto led +1.64% on M&M, Financial Services +1.31% on Bajaj Finance, Bajaj Finserv and Jio Financial — both moves came out of Q1 numbers. IT and FMCG were the drags, Consumer Durables also lower. A narrow, earnings-led tape rather than a broad bid.
Scans (EOD)
+10 added since 14:35 — AIMTRON, ARMANFIN, ASTRAMICRO, SOUTHBANK, UNIMECH (minervini_vcp); ANTHEM, ENDURANCE, HAL, SHAILY (pre_breakout_consolidation); KALYANKJIL (breakout_retest). 16 dropped (vcp 10, pre_breakout 5, stage1 1). Gate pass re-run on the EOD state — 24 survived, 8 culled (four ASM Stage I, four on turnover or a 5% band), 1 no_data (PGINVIT). stage2_breakout still returns zero rows, though its summary has regenerated for 31 Jul. Scan names are mechanical signals, not picks.