Nifty Realty Sector Analysis — Live Performance, Constituent stocks

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Index overview

NIFTY REALTY

Current value

839.70 +4.70 (+0.56%)

Open: 834.45
High: 848.55
Low: 834.20
Previous close: 835.00

Breadth

6 Advances4 Declines

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Sector Detail

Data retrieved: 05 Oct 2026, 11:51 PM IST

	Company			Today Low/High
BRIGADE	BRIGADE ENTERPRISES LIMITED	571.6	2.05 (0.36%)	561.1 583.4	569.55	3,24,478
DLF	DLF LIMITED	673	14.6 (2.22%)	664 676.5	658.4	34,70,586
GODREJPROP	GODREJ PROPERTIES LIMITED	1599.9	4.1 (0.26%)	1578 1616.7	1595.8	5,09,332
LODHA	LODHA DEVELOPERS LIMITED	1132.5	26.9 (2.43%)	1101.8 1140.2	1105.6	14,95,653
MAHLIFE	MAHINDRA LIFESPACE DEVELOPERS LIMITED	351.1	-0.05 (-0.01%)	346.75 358.5	351.15	1,50,642
OBEROIRLTY	OBEROI REALTY LIMITED	1751.2	-3.4 (-0.19%)	1749.2 1793.7	1754.6	4,19,733
PHOENIXLTD	THE PHOENIX MILLS LIMITED	1935	5 (0.26%)	1909.2 1954.9	1930	4,30,722
PRESTIGE	PRESTIGE ESTATES PROJECTS LIMITED	1445	-41.1 (-2.77%)	1445 1499.6	1486.1	7,45,266
RAYMOND	RAYMOND LIMITED	1300.7	103.5 (8.65%)	1198 1316.9	1197.2	22,41,963
SOBHA	SOBHA LIMITED	1198.2	-14.9 (-1.23%)	1187.8 1229.8	1213.1	1,36,038

About Nifty Realty

Tracks listed real-estate developers and related sector performance.

Composition and weight-review schedules follow the applicable index-specific NSE Indices methodology.

Index definition and methodology: NSE Indices. Market prices are supplied by the NiftyTrader market-data service.

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Market information is provided for analysis and education, not personalised investment advice. To report a factual issue, use the correction contact form.

Understanding the Nifty Realty Sector

What is Nifty Realty?

Nifty Realty has 10 constituents as of 30 June 2026. The current official basket includes DLF, Phoenix Mills, Lodha Developers, Prestige Estates, Godrej Properties, Oberoi Realty, Brigade Enterprises, Anant Raj, Aditya Birla Real Estate and Sobha.

What drives Nifty Realty

Interest rates. Home loans drive 70%+ of Indian residential property purchases. Rate cuts reduce EMIs and boost demand; rate hikes do the opposite. Realty stocks tend to anticipate RBI policy decisions by 1-2 months.
Quarterly pre-sales. Realty companies report quarterly pre-sales (bookings of new homes) — the single most important operational metric. Strong pre-sales growth (above 20% YoY) typically triggers stock rallies; weakness produces sharp falls.
Inventory and unsold units. Falling inventory (months of supply) is bullish; rising inventory is bearish.
Stamp duty and registration changes. State-level policy changes (Maharashtra, Karnataka, UP, Haryana, Delhi) directly affect demand in those geographies. Stamp duty cuts produce quick demand spikes.
Commercial real estate trends. Office leasing growth, retail mall traffic, and warehousing demand affect commercial-focused names (Phoenix Mills, Prestige).

The rate-sensitive sector behaviour

Lower bond yields and housing-finance costs can support real-estate demand and valuations. The relationship varies by cycle, affordability, inventory and company execution, so compare rates with pre-sales, collections and leverage.

Constituent stocks (illustrative weightage)

DLF — ~28% weight
Macrotech Developers — ~17% weight
Godrej Properties — ~12% weight
Oberoi Realty — ~11% weight
Prestige Estates Projects — ~9% weight
Phoenix Mills — ~7% weight
Brigade Enterprises — ~5% weight
Sobha — ~4% weight
Mahindra Lifespace — ~4% weight
Sunteck Realty — ~3% weight

Related tools

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Nifty Bank — banks benefit from same rate cycles that hurt realty
Nifty Metal — another high-volatility cyclical sector
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FAQs About Sector Analysis Nifty Realty

DLF typically has the highest weightage in Nifty Realty at around 28%, followed by Macrotech Developers at 17%, Godrej Properties at 12% and Oberoi Realty at 11%.

Pre-sales refers to bookings of new homes by realty developers before construction is complete — measured quarterly. It's the most important operational metric for Indian real estate companies because it shows future revenue visibility 18-36 months ahead. Strong pre-sales growth (above 20% year-on-year) typically triggers stock rallies; weakness produces sharp falls in laggard names.

Approximately 70% of Indian residential property purchases are financed through home loans. When RBI cuts interest rates, EMIs fall and home affordability improves, boosting demand. When rates rise, EMIs increase and demand weakens. Realty stocks typically anticipate RBI policy decisions by 1-2 months by tracking the 10-year G-Sec yield, which moves ahead of formal RBI announcements.

Nifty Realty consists of 10 large Indian real estate development companies. DLF, Macrotech Developers (Lodha), Godrej Properties and Oberoi Realty typically dominate the weightage.