# Sensex up 472 points, Nifty Bank up 263 points

> HDFC Bank, RIL, ITC, Bajaj Finance shares gain as market rallies.
- Title: Sensex up 472 points, Nifty Bank up 263 points · mint
- Summary: HDFC Bank, RIL, ITC, Bajaj Finance shares gain as market rallies. The BSE Sensex rose 472 points to 72,382 while the Bank Nifty gained 263 points to 54,714…
- Keywords: bse sensex, nifty bank, hdfc bank, ril, itc, bajaj finance, stock market, indian stock market, bank nifty, sensex, nifty 50, rbi mpc
- Source: mint — https://livemint.com/market/stock-market-news/stock-market-today-live-gift-nifty-signals-relief-rally-for-sensex-nifty-rbi-mpc-it-hdfc-bank-omc-stocks-in-focus-11791169559540.html
- Author: Asit Manohar
- Published: 2026-10-05T03:30:39+00:00
- Read time: 2 min
- Topics: bse sensex, nifty bank, hdfc bank, ril, itc, bajaj finance, stock market, indian stock market, bank nifty, sensex, nifty 50, rbi mpc
## Market opens higher
The BSE Sensex gained 472 points to 72,382 while the Bank Nifty index finished 263 points higher at 54,714.
## Key gainers
ITC, HDFC Bank, Reliance Industries Ltd, Bajaj Finance, PC Jewellers, PNB, and Shriram Finance shares rose in early trading.
## Major losers
Avenue Supermarts, TVS Motor Company, Apollo Hospitals, Infosys, and Max Healthcare were among the biggest decliners.
## Volume shockers
5Paisa Capital, Manali Petroleum, V2 Retail, GSPL Transmission, Shipping Corporation of India, Jaykay Enterprises, Noartis India, and United Polyfab Gujarat saw unusual trading volumes.
## ITC share analysis
ITC shares rose after expectations of better Q2 results due to improved margins from soft tobacco prices.
## HDFC Bank outlook
Jefferies India predicts 22% upside for HDFC Bank shares following the appointment of Anup Bagchi as new CEO and MD.
## Bajaj Finance target
Jefferies India sets a ₹ 1,280 price target for Bajaj Finance shares, representing 35% upside from current levels.
## Molbio Diagnostics
Molbio Diagnostics shares rose 57% against IPO price after a strong listing performance.
## RBI MPC meeting
Market expects at least 25 basis points rate hike from RBI's MPC meeting, which could limit the relief rally.
## IT stocks outlook
Foreign investors are betting on Indian IT stocks following Accenture's better-than-expected results.
## Nifty FPI heatmap
The Nifty FPI heatmap shows 5 IT stocks, Mphasis, Coforge, Infosys, TCS, and Persistent Systems, are favored by foreign investors.
## OMC stocks
OMC stocks are expected to benefit from the government's recent ₹ 5 per litre petrol price hike.
## Market sentiment
Softer-than-expected U.S. employment data has eased concerns over further Federal Reserve tightening.
## Crude oil prices
Crude oil prices remain volatile with WTI trading around $90 a barrel and Brent near $102.
## RBI's role
The RBI's assessment of inflation risks and policy stance will be critical for investors ahead of the October 7 MPC meeting.
## Market reaction
The market is expected to sustain gains as global risk appetite improves but domestic headwinds remain.
## Key takeaway

The BSE Sensex rose 472 points to 72,382 while the Bank Nifty gained 263 points to 54,714 on Monday.