Nifty 24,624.65 +9.75 (+0.04%), range 24,497.95–24,677.60 — the gap-up opened at 24,669.20, faded the entire RBI move over the session and still closed 24.65 pts above 24,600, the line the morning note drew. BankNifty 57,739.95 −167.25 (−0.29%), range 57,456.35–57,931.85 — banks funded the day. India VIX 12.06 −0.13 (−1.07%), range 10.81–12.67. Sensex 78,581.00 +152.05 (+0.19%). The RBI held the repo rate at 5.25% with a neutral stance and revised its FY27 growth forecast up.
Options
11 Aug weekly, live chain — the writers moved the lid: the call wall shifted from 24,600 at the open to 25,000 (88.25 lakh OI, +26.07 lakh added today), while 24,600 itself swelled to 79.81 lakh and was closed through anyway. Put wall stays 24,000 (77.22 lakh, +24.20 lakh added). Max pain 24,550, up from 24,500 pre-open — spot closed 75 pts above it. PCR (OI) 0.7218 against 0.82 pre-open, a full session of call writing outpacing put writing; volume PCR 1.1465. Gamma peak 24,600, ATM IV 7.49, ATM straddle 274.40 → move priced ±1.11%, band 24,350.25–24,899.05, 25-delta skew +3.65.
Flows
5 Aug provisional cash — FII −₹943.42 cr, DII +₹2,883.17 cr (NSE session dated 05-Aug-2026, published before 20:28 IST). The two sides swapped places from yesterday's +₹2,446.47 cr / −₹936.14 cr: foreign money sold the policy, domestic money absorbed it at nearly three times the size.
Sectors
Metal led at roughly +1.72% (JSW Steel, Hindalco) with Auto +1.27% behind it and Realty also outperforming; Media, FMCG and IT lagged, and both Nifty Bank and Nifty Private Bank trailed the index. Top Nifty50 gainers Shriram Finance, Grasim and JSW Steel; the weakest were TCS, Apollo Hospitals and HCL Technologies.
Scans (EOD)
+9 added since 14:35 — SOUTHBANK (minervini_vcp); APOLLOPIPE, CAMS, CONCOR, GULPOLY, HAL, KEI (pre_breakout_consolidation); LUMAXTECH, SESHAPAPER (stage1_emerging). Four dropped — GLAXO (stage2_breakout), JSWSTEEL, SHRIRAMFIN and TNPL (pre_breakout_consolidation); breakout_retest still returns zero rows. Gate pass re-run on the EOD state — 62 survived of 75, 13 culled (turnover below the ₹5cr gate, ASM Stage I/II, one HMS 0/3), 0 no_data. All nine new names survived, but every one of them carries a VERIFY FIRST unconfirmed-circuit-band badge — an unusual clustering, worth confirming on the terminal rather than assuming. Scan names are mechanical signals, not picks.