Despite heightened volatility in global markets due to geopolitical uncertainties, several Indian stocks have delivered impressive gains in July, outperforming the broader market.

Momentum Stocks Deliver Strong Returns Despite Market Volatility; Technical Charts Signal Potential Fresh Breakouts

Despite heightened volatility in global markets due to geopolitical uncertainties, several Indian stocks have delivered impressive gains in July, outperforming the broader market.

The benchmark Nifty 50 and the broader Nifty 500 index have gained nearly 1% so far this month, but several individual stocks have generated significantly higher returns.

Among the standout performers are:

  • Kalyan Jewellers India

  • One97 Communications (Paytm)

  • Lodha Developers

  • CE Info Systems

  • eClerx Services

  • Zensar Technologies

  • Info Edge India

Technical analysts believe select stocks continue to show strong momentum, supported by bullish chart patterns, improving price structures and positive market participation.


July Market Winners Deliver Up to 45% Returns

The first half of July witnessed strong stock-specific movements.

Out of the Nifty 500 universe, around:

36 stocks delivered more than 10% returns

during the month.

Several stocks rallied between:

20% and 45%

as investors focused on companies showing:

  • Strong earnings visibility

  • Sectoral growth opportunities

  • Positive technical breakouts

  • Improving investor sentiment


Mirae Asset Sharekhan Identifies Three Stocks With Further Upside Potential

Technical research analyst Muthuselvaraj M from Mirae Asset Sharekhan highlighted three stocks that continue to show positive technical formations:

  1. Kalyan Jewellers

  2. Paytm

  3. Lodha Developers

The analyst believes these stocks could continue their upward movement based on strong chart patterns and favourable momentum indicators.


Kalyan Jewellers: Bullish Breakout Supports Further Rally

Current Market Price: ₹541

Recommendation: Buy

Target Range: ₹595-₹665

Support Level: ₹455

Kalyan Jewellers has been among the strongest-performing consumer stocks in July.

The stock has formed a strong:

Higher High and Higher Low pattern

after breaking out from a declining channel formation on the daily timeframe.

This technical structure indicates:

  • Improvement in buying interest

  • Stronger price momentum

  • Positive trend continuation


Technical Indicators Remain Positive for Kalyan Jewellers

According to Mirae Asset Sharekhan, the stock is trading above major exponential moving averages, indicating underlying strength.

The analyst highlighted that:

  • Daily momentum indicators remain positive

  • Weekly trend indicators are improving

  • Price structure remains favourable

The stock could potentially move towards:

₹595-₹665

in the short to medium term.

However, investors should track the important support level:

₹455

A sustained move below this level could weaken the technical setup.


Why Kalyan Jewellers Is Gaining Investor Attention

The stock is benefiting from positive sentiment around organised jewellery retail.

Key growth drivers include:

  • Expansion of retail network

  • Rising consumer demand

  • Strong brand positioning

  • Shift from unorganised to organised jewellery markets


Paytm: Digital Finance Stock Enters Strong Momentum Phase

Current Market Price: ₹1,360

Recommendation: Buy

Target Range: ₹1,500-₹1,600

Support Level: ₹1,245

Shares of One97 Communications, the parent company of Paytm, have witnessed strong buying interest after a technical breakout.

The stock recently moved above a:

Triangle chart pattern

on the daily timeframe.

Such breakouts indicate a potential continuation of the existing trend and improving investor confidence.


Moving Averages Support Paytm’s Positive Trend

According to the analyst, Paytm is currently trading above key moving averages.

This suggests:

  • Strong underlying demand

  • Positive price momentum

  • Continued institutional interest

The analyst expects the stock to move towards:

₹1,500-₹1,600

provided it maintains support around:

₹1,245


Paytm Growth Story Beyond Payments

Investor interest in Paytm has improved as the company continues focusing on profitability and business efficiency.

Key growth areas include:

  • Merchant payments

  • Financial services

  • Lending ecosystem

  • Digital financial solutions

The company’s transition towards a more sustainable business model remains an important factor for investors.


Lodha Developers: Real Estate Stock Shows Strong Technical Setup

Current Market Price: ₹1,161

Recommendation: Buy

Target Range: ₹1,260-₹1,375

Support Level: ₹1,075

Real estate major Lodha Developers has also emerged as a strong performer in July.

The stock has broken out from a:

Falling channel pattern

on technical charts.

The breakout suggests:

  • Trend reversal

  • Improving buying momentum

  • Stronger investor participation


Real Estate Sector Recovery Supports Lodha

The positive outlook for Lodha Developers is supported by broader real estate sector trends.

Key growth drivers include:

  • Strong residential demand

  • Premium housing growth

  • Urbanisation

  • Infrastructure development

The analyst expects the stock to move towards:

₹1,260-₹1,375

in the short to medium term.


Why Momentum Stocks Are Outperforming in July

Several factors are supporting strong moves in selected stocks.


1. Strong Domestic Investor Participation

Despite global uncertainty, domestic investors continue to support Indian equities.

Retail participation and institutional interest remain key market drivers.


2. Technical Breakouts Attract Traders

Stocks showing:

  • Breakout formations

  • Strong volumes

  • Positive momentum indicators

are attracting short-term traders and momentum investors.


3. Sector-Specific Growth Themes

Each of the three highlighted stocks represents a different structural growth theme.


Jewellery Sector

Growth supported by:

  • Rising disposable income

  • Brand-led organised retail

  • Consumer demand


Digital Finance Sector

Growth supported by:

  • Digital payments adoption

  • Financial inclusion

  • Technology-driven investing


Real Estate Sector

Growth supported by:

  • Housing demand

  • Urban expansion

  • Premium residential markets


Risks Investors Should Consider

Although technical indicators remain positive, investors should remain aware of potential risks.


1. Sharp Rally Risk

Stocks that rise quickly may face profit booking.


2. Market Volatility

Global factors such as:

  • Crude oil prices

  • Geopolitical tensions

  • Foreign investor flows

can influence short-term movements.


3. Valuation Concerns

Investors should evaluate whether stock prices adequately reflect future growth expectations.


Smart Investment Technical Outlook

Kalyan Jewellers, Paytm and Lodha Developers have emerged as some of July’s strongest momentum stocks, supported by bullish chart formations and improving investor sentiment.

However, technical strength alone should not be the only investment consideration.

Smart Investment Insight: Investors should combine technical signals with business fundamentals, earnings growth, valuation comfort and risk management before taking investment decisions. Momentum stocks can create wealth opportunities, but disciplined investing remains essential during volatile markets.

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