Indian equities remained resilient in June despite mid-month volatility triggered by geopolitical tensions, backed by robust domestic macroeconomic indicators and a gradual improvement in investor sentiment, a report said on Tuesday.&nbsp;
"Nifty 50 rose 3.1% during the month, extending its leadership on a 12-month basis with a 6.3% return. The Small-cap 250 index led the monthly performance with a 5.73% gain and delivered 4% annual returns, highlighting a renewed investor appetite for broader market segments," said PL Asset Management in its recent report.&nbsp;&nbsp;
Meanwhile, the Nifty Mid-cap index registered a 4.1% rise in the month and a 5.6% return over the past year.
According to the report, the overall momentum was supported by resilient macro fundamentals and improved breadth across sectors. 
At the same time, a ceasefire-driven rebound in global equities helped restore investor confidence as well.&nbsp;&nbsp;
The report noted that the month saw cyclicals lead outperformances.
Digital (5.42%), Infrastructure (4.89%), and Tourism (4.38%) stood out in June, while Healthcare (15.01%), Defence (21.78%), and Finance (14.3%) emerged as the top annual performers.
Banking and IT also saw robust gains, supported by a resurgence in credit demand and digital transformation tailwinds, the report highlighted.&nbsp;&nbsp;
&ldquo;June data confirmed the ongoing disinflation trend, with strong tax collections and capital expenditure aiding macro stability. However, external headwinds such as volatile FII flows, tariff-related uncertainties, and monsoon outcomes remain key variables to watch in H2CY25,&rdquo; said Siddharth Vora, Head - Quant Investment Strategies and Fund Manager, PL Asset Management.
Market sentiment has started to rebound meaningfully since late March 2025, with a growing number of stocks trading closer to their 52-week highs than lows.
This shift signals a broad-based improvement in participation, supported by the rising Nifty500 Equal Weight vs Nifty500 1-year rolling return spread, which is climbing off a cyclical low&mdash;an early sign of improving market breadth and potential reversal or consolidation, the report said.
&mdash;IANS

Indian stock market remains strong amid tensions

Indian markets gain in June despite global tensions

Indian Equities Stay Strong In June: Report

Indian markets gain in June despite global tensions

July 22, 2025 | 17:33 IST