Samvat 2081 To 2082: Sectoral Winners To Losers—How Sensex, Nifty Moved In Last One Year

Samvat 2082 has arrived and India's stock market is poised to maintain its momentum. From last Diwali, the market has shown a mixed to positive trend for the period. The benchmark Nifty 50 index delivered a moderate return of 6%. The Nifty Bank was the standout performer among the major indices, posting a strong gain of 12%.

The Nifty Midcap100 also ended in positive territory with a 5% gain. However, the smaller-cap segment underperformed significantly, with the Nifty Smallcap 250 declining by 4%. Notably, both the Nifty and Sensex are closing in on their life highs touched in September 2024.

Sectoral indices exhibited considerable divergence. Nifty Auto (16%) and Nifty PSU Bank (14%) were the top-performing sectors, followed by Nifty Metal (9%). On the losing side, the performance of defensive and global-facing sectors was notably weak.

Nifty IT (-13%) and Nifty Energy (-10%) were the biggest laggards. Other declining sectors included Nifty Realty (-6%), Nifty FMCG (-4%), and Nifty Pharma (-2%).

Within the high-performing sectors, key gainers were Maruti Suzuki (48%) in Auto, Indian Bank (32%) in PSU Bank, and Lloyds Metals and Energy (36%) in Metal.

The weaker sectors also saw sharp individual stock movements. For example, the declining Nifty IT index was dragged by Tata Consultancy Services (-25%), while Coforge (14%) provided some positive outliers.

Similarly, in the negative Nifty Pharma index, Laurus Labs (83%) was a major outperformer, contrasting sharply with laggards like Piramal Pharma (-28%). The Nifty FMCG drop was driven by losses in Colgate Palmolive (-25%) and Varun Beverages (-23%).