The US imposes an extra 25% tariff on Indian goods, causing markets to drop and sectoral pressure.

• Nifty and Sensex fell about 0.7%, with mid‑caps and small‑caps each slipping roughly 1% today.
• Heavyweights like Reliance, financials, and pharma dropped 1‑1.4%; export‑linked sectors face tariff impact in India.
• Consumer FMCG rose 0.3%, while Vodafone Idea plunged 10% amid unresolved government dues relief.