
Nuvama Alternative & Quantitative Research has released its estimates for the June 29, 2026 Nifty indices rebalancing. The report highlights stocks that could see the highest passive inflows and outflows from index-tracking funds following the quarterly and semi-annual index changes.
Among the expected inflows, MCX tops the list with an estimated US$80 million, followed by NTPC (US$77 million), Laurus Labs (US$73 million), Adani Power (US$72 million) and GVT&D (US$70 million). Other major beneficiaries include BHEL (US$60 million), Tata Steel (US$59 million), Vedanta (US$51 million), Polycab (US$46 million) and Bharat Forge (US$45 million).
Stocks expected to receive moderate inflows include CG Power (US$43 million), Power Grid (US$42 million), National Aluminium (US$40 million), HDFC Bank (US$40 million), Adani Energy Solutions (US$37 million), Torrent Pharma (US$36 million), Coal India (US$35 million), Vodafone Idea (US$33 million), Motherson (US$32 million) and KEI Industries (US$29 million). Smaller inflows are estimated for Adani Green (US$27 million), SAIL (US$27 million), ABB (US$25 million), Solar Industries (US$21 million), NHPC (US$15 million), DMart (US$11 million), ICICI Bank (US$11 million), Apar Industries (US$9 million), Shriram Finance (US$8 million) and Thermax (US$8 million).
On the outflow side, Bharti Airtel is expected to see the largest passive selling of US$88 million. It is followed by Eicher Motors (US$69 million), Asian Paints (US$69 million), Hero MotoCorp (US$63 million), Bajaj Finance (US$62 million), Maruti Suzuki (US$61 million), AU Small Finance Bank (US$57 million), TVS Motor (US$56 million), Muthoot Finance (US$56 million) and IndiGo (US$49 million).
Other stocks likely to witness outflows include Canara Bank (US$42 million), SBI Life (US$41 million), State Bank of India (US$38 million), Paytm (US$36 million), Max Financial Services (US$34 million), Fortis Healthcare (US$33 million), Nykaa (US$31 million), L&T Finance (US$29 million), UPL (US$29 million), Ashok Leyland (US$29 million), Indian Bank (US$28 million), Cholamandalam Investment (US$28 million), GMR Airports (US$27 million), BSE (US$20 million), Hindalco (US$19 million), Axis Bank (US$18 million), Aditya Birla Capital (US$15 million), Power Grid (US$12 million), IDFC First Bank (US$12 million) and RBL Bank (US$12 million).
These are estimated passive fund flows linked to the Nifty index rebalancing and could lead to higher trading volumes and short-term price movements around the adjustment date.

BBW News Desk is the editorial team of BigBreakingWire, a digital newsroom focused on global finance, markets, geopolitics, trade policy, and macroeconomic developments.
Our editors monitor government decisions, central bank actions, international trade movements, corporate activity, and economic indicators to deliver fast, fact-based reporting for investors, professionals, and informed readers.
The BBW News Desk operates under the editorial standards of BigBreakingWire, prioritizing accuracy, verified information, and timely updates on major global developments.

