Best Performing Nifty Stocks for the month ending September 2026
The pressure on market indices intensified in September 2026. Nifty was down -6.22% MOM and fell -9.16% yoy. Geopolitical unrest, high oil prices, and a weak rupee were key triggers for the fall in the market.
HOW NIFTY STOCKS PERFORMED IN SEPTEMBER 2026?
The pressure on market indices intensified in September 2026. Nifty was down -6.22% MOM and fell -9.16% yoy. Geopolitical unrest, high oil prices, and a weak rupee were key triggers for the fall in the market. Domestic equity valuations are likely to come under pressure once the RBI hikes the repo rates by 25 basis points.
The Nifty touched a 4-month low and the Sensex touched a 28-month low during the week. Out of the 50 stocks, only 6 stocks gave positive returns over 1-month, while 20 stocks gave positive returns over 1-year. The Nifty index is about 14.23% from its peak levels, and FPI selling is only adding to the pressure on the index.
| Nifty-50 Index Company | One-Month Return (%) | One-Year Return (%) | Bounce From Low (%) | Distance To Peak (%) | Combined Rank Score |
|---|---|---|---|---|---|
| ADANIPORTS | 8.08% | 25.16% | 39.19% | 4.91% | 2.75 |
| ADANIENT | 1.32% | 15.28% | 65.62% | 10.53% | 4.75 |
| KOTAKBANK | 1.35% | 4.38% | 20.69% | 7.99% | 9.50 |
| JSWSTEEL | -5.50% | 8.30% | 16.79% | 7.22% | 12.50 |
| COALINDIA | 4.21% | 7.72% | 14.99% | 13.49% | 12.75 |
| TITAN | -8.74% | 35.22% | 36.88% | 11.56% | 13.50 |
| SHRIRAMFIN | -8.88% | 48.76% | 60.80% | 14.82% | 14.25 |
| ETERNAL | -4.30% | -4.67% | 50.52% | 13.15% | 14.50 |
| TATASTEEL | -0.36% | 9.49% | 15.14% | 17.87% | 14.75 |
| SUNPHARMA | -5.80% | 11.06% | 14.71% | 11.25% | 15.00 |
| DRREDDY | 4.53% | -1.66% | 11.99% | 12.86% | 15.00 |
| BSE | -3.82% | 49.80% | 51.93% | 30.47% | 15.00 |
| APOLLOHOSP | -8.47% | 7.69% | 21.94% | 9.98% | 16.00 |
| AXISBANK | -2.07% | 6.25% | 8.94% | 13.56% | 17.25 |
| INDIGO | -2.10% | -11.78% | 27.95% | 16.52% | 18.00 |
| GRASIM | -9.76% | 6.91% | 22.35% | 10.24% | 18.25 |
| BAJAJ-AUTO | -17.08% | 18.82% | 28.06% | 12.80% | 18.25 |
| HINDALCO | -8.07% | 21.74% | 24.83% | 19.91% | 18.75 |
| TECHM | -6.78% | 7.83% | 16.86% | 17.80% | 19.00 |
| LT | -6.44% | 1.46% | 14.35% | 15.32% | 20.50 |
Data Source: National Stock Exchange - NSE (All the percentage changes shown above are point-to-point returns and have not been annualized. The combined rank score is just a theoretical number for representation purpose.)
ARRIVING AT THE COMBINED RANKS FOR NIFTY STOCKS
- For a momentum view, we have considered 1-month returns and proximity to the high price (swing) to capture the short-term drivers of the stock price.
- For a more structural view, the 1-year returns and bounce from the yearly rows are considered. They capture the secular story in the large cap stocks in Nifty-50.
- The combined rank, on which companies are ranked, is the average of the above 4 factor ranks, making it an equal-weight mix of momentum and structural factors.
WHAT WE READ FROM THE NIFTY RANKINGS FOR SEPTEMBER 2026?
Here are key takeaways from Nifty performance for the period ending September 2026.
- In the Top-20 stocks listed in the table, Adani Ports gave the best 1-month return of 8.08%. Out of these 20 stocks, only 5 gave positive returns over 1 month.
- In the Top-20 stocks list, BSE Ltd and Shriram Finance gave best 1-year returns of 49.8% and 48.8%. A total of 17 of 20 stocks in the top-20 gave positive returns.
- The most prominent sector in the top-20 by combined rankings was financial intermediation with 4 stocks; including Kotak Bank, Shriram Finance, BSE, and Axis Bank. Amid a possible rate hike in October, the 3 mega banks were off the radar.
- Healthcare stocks rallied on the back of a defensive play, CDMO prospects, and drugs going off global patents. Sun Pharma, Reddy Labs, and Apollo Hospitals figured in the top-20 list. These stocks scored high on structural longer-term returns.
- Metals is another stock with 3 representations in the top-20 list. Integrated metal companies like JSW Steel, Hindalco, and Tata Steel gained sharply on a global metals rally, strong domestic demand, and consistent improvement in net realizations.
- There were 2 other broad themes. The list includes 3 holding companies (L&T, Adani Enterprises, Grasim), where investment value is not fully reflected. Customer facing names like Titan, Eternal, and Indigo also represented strong domestic demand.
- The stocks at the bottom are hardly a surprise. RIL and Jio Finance are part of the sharp correction in Reliance group companies. Tata Motors and Maruti reflect risks of higher cost of funds. Infosys and TCS are at multi-month lows due to the AI-effect. Above all, HUL and Tata Consumer reflect the pressure on FMCG sales and margins.
In terms of business group presence in the top-20, Adani group, Tata group, and Aditya Birla group have dominated; sending 2 companies each to the top-20 list.
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