Kya hua
14 September 2026 tak Nifty 50 10.5% YTD gir chuka hai, Sensex 12% se zyada aur Bank Nifty 5.2% down hai — 2015 ke baad pehla red calendar year ban sakta hai.
Nifty 50 2026 me 10.5% gir chuka hai — 2015 ke baad pehla red calendar year ban sakta hai. BSE Sensex 12% se zyada down hai aur Bank Nifty 5.2% YTD phisla hai. Saal me abhi 3.5 mahine baaki hain, sabka ek hi sawaal hai — kya aur giravat aayegi ya green wapas aayega?
Sabse bada jhatka heavyweights se laga hai. Reliance Industries lagbhag 20% correct hua hai aur HDFC Bank kareeb 30% toot gaya hai — dono ne sabse zyada market value wipe out kiya hai. 30 Nifty stocks ne milkar Rs 22.64 lakh crore ki wealth YTD me khatam kar di, jisme HDFC ka Rs 3.55 lakh crore aur TCS ka Rs 3.17 lakh crore sabse aage hai.
Bahar ke factors ne pressure aur badhaya hai. Brent crude US-Iran tension ke beech $110 per barrel tak pahunch gaya hai, jisse imported inflation aur rupee ko lekar tension badh gayi hai, jabki US 10-year yield 5% ke paas hai — July 2007 ke baad ka peak. Market ab 15-16 September FOMC me Fed hike ke ~90% chance price kar raha hai, isliye global equities par dabav hai.
Kuch analysts ko aage recovery dikh rahi hai. SMC Global ko umeed hai ki HDFC Bank me naye CEO ki appointment September end tak hote hi 15-20% ka bounce aa sakta hai, jo Nifty ko 24,500-24,600 tak le ja sakta hai. Dussehra 2026 ke aas-paas expected Jio IPO bhi Reliance ke liye catalyst ban sakta hai. Tab tak brokerages cautious rehne aur index ke bajaye stock-specific bets lene ki salah de rahe hain.
Timeline — Giravat Kaise Badhi
2026 YTD steady giravat rahi, last leg me heavyweights aur macro shocks ne speed badhayi.
- Jan-Sep 2026 — Nifty 10.5% YTD gira, Sensex -12%, Bank Nifty -5.2%, 12 Sep ko 23,398 par close.
- Early Sep 2026 — HDFC -30% YTD aur Reliance -20% YTD ne sabse zyada index giraya; Rs 22.64 lakh cr wealth gayab.
- 12-14 Sep 2026 — Brent $110/bbl, US 10-yr yield ~5%, FOMC (15-16 Sep) me hike ke chances ~90%.
Aage Kya — Kya Hariyaali Lautegi?
Analysts divided hain: crude aur Fed thanda hone tak pressure rahega, par domestic catalysts se bounce possible hai. SMC Global ko HDFC me naye CEO ke baad 15-20% upside aur Nifty 24,500-24,600 dikhta hai, Jio IPO Dussehra ke aas-paas Reliance ke liye trigger ho sakta hai. Strategy: stock-specific raho, leveraged index bets avoid karo.
Kyun matter karta hai
30 Nifty stocks me Rs 22.64 lakh crore ki wealth gayab ho chuki hai, aur $110 Brent plus ~5% US yield ne sentiment ko fragile bana diya hai.
Money
Retail Investors
Portfolio value gire hain kyunki 30 Nifty stocks ne Rs 22.64 lakh crore YTD wipe kar diye — large-cap holdings par sabse bada asar.
Work
Business Executives
Crude aur Fed ka rasta clear hone tak equity fundraising aur trading volumes par pressure bana rahega.
Daily Life
General Public
Brent $110 aur kamzor rupee se imported inflation, fuel aur household costs badhne ka risk hai.
Seedhi baat
Next trigger index level nahi, HDFC Bank ka naya CEO aur Jio IPO hai.
Nifty 10.5% down, 2015 ke baad pehla red year? Reliance -20%, HDFC -30%, $110 crude aur Fed ka pura scene samjho.
Verified sources (6)
Nifty 50 crashes over 10% YTD | Will it continue to bleed or green will be seen? Decoded
↗HDFC Bank, Infosys drive more than half of Nifty50's 10% fall
↗Rs 5 lakh crore mcap wiped out in 5 days as crude tops $107; Sensex-Nifty slide — What lies ahead?
↗30 Nifty stocks wipe out Rs 22.64 lakh crore investor wealth in 2026 so far; HDFC Bank, TCS lead rout
↗Dalal Street Week Ahead: FOMC, oil prices, Iran war, bond yields, inflation, NSE IPO among 10 key factors to watch
↗Nifty 50 in 2026: Slips more than 10%; when will selling pressure ease?
↗Claims and linked sources
6 claimsThe Nifty 50 index has shed around 10.5% year-to-date in 2026, making it on track for its first red calendar-year close in roughly a decade.
The BSE Sensex has fallen more than 12% and the Bank Nifty index has corrected around 5.20% YTD in 2026.
If the Nifty 50 finishes 2026 in the red, it will be the first negative calendar year since 2015 (a 3% loss); earlier negative years were 2011 (-23.8%) and 2008 (-51% during the subprime crisis).
Reliance Industries has corrected about 20% and HDFC Bank about 30% YTD in 2026; their combined weight is the largest contributor to the index's decline.
Thirty Nifty 50 constituents have together erased about Rs 22.64 lakh crore of investor wealth YTD 2026, led by HDFC Bank (-Rs 3.55 lakh cr) and TCS (-Rs 3.17 lakh cr).
Brent crude has retested the $110-per-barrel mark amid US-Iran tensions, and the US 10-year Treasury yield has approached 5% — pushing expectations of a Fed hike at the 15-16 September 2026 FOMC to roughly 90%.
Log kya keh rahe hain
Signal-only · not reporting“Geopolitical tensions and elevated crude oil prices remained the dominant drivers of market sentiment. Brent crude retesting the $110-per-barrel mark intensified worries over imported inflation and the rupee.”
“HDFC Bank's share price has nosedived by nearly 30% YTD, while Reliance's has crashed by around 20% in 2026. I am expecting at least 15 to 20% upside in the near-term after the appointment of a new CEO at HDFC Bank.”