Sectors
Which sectors mutual funds are adding to and trimming, and how sector and thematic funds have returned.
October 2026: Nifty IT +17.7%, small finance banks −17.7%
04 Nov 2026
Nifty 50 rose 1.9% in October 2026 (22,620 to 23,053). Nifty IT gained 17.7%, Nifty Metal fell 7.6%, and the smallcap 250 lost 5.8%. Index by index.
Market RecapSectors
18 NSE indices by P/E: PSU Bank at 7.2, Pharma at 43.5
03 Nov 2026
On 2 November 2026 the Nifty PSU Bank index traded at a P/E of 7.23 and Nifty Pharma at 43.47. P/E, P/B and dividend yield for 18 benchmark and sector indices.
Market ValuationsSectors
Which mutual funds own ICICI Bank? 652 do, October 2026
27 Oct 2026
652 Direct Growth mutual funds hold ICICI Bank, at an average 5.59% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Which mutual funds own TCS? 351 do, October 2026
26 Oct 2026
351 Direct Growth mutual funds hold TCS, at an average 2.08% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Which mutual funds own HDFC Bank? 626 do, October 2026
25 Oct 2026
626 Direct Growth mutual funds hold HDFC Bank, at an average 5.68% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Which mutual funds own Larsen & Toubro? 512 do, October 2026
23 Oct 2026
512 Direct Growth mutual funds hold Larsen & Toubro, at an average 2.60% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Which mutual funds own Bharti Airtel? 593 do, October 2026
22 Oct 2026
593 Direct Growth mutual funds hold Bharti Airtel, at an average 3.41% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Nifty IT yields 3.6%, more than twice the Nifty 50
21 Oct 2026
On 19 October 2026 the Nifty 50 yielded 1.50%. Among 187 NSE indices, 145 reported a yield; the median was 1.14% and the highest, outside REITs, 5.43%.
Market ValuationsSectors102 of 232 thematic funds rose in a year, FMCG fell 22%
21 Oct 2026
To 19 October 2026 the median sectoral or thematic fund returned -1.2% over a year. Taiwan and Japan funds led; FMCG and consumption funds fell 12% to 22%.
SectorsFund ReturnsOnly 12 of 138 NSE indices rose in the quarter to 19 October
20 Oct 2026
From 17 July to 19 October 2026 the Nifty 50 fell 5.9%. Media (+8.0%) and IT (+7.8%) led; Hospitals (−17.4%) and Housing Finance (−12.4%) fell most.
SectorsMarket Recap
Thematic funds: 38 of 253 rose in the quarter, led by tech
20 Oct 2026
In the three months to 19 October 2026, 38 of 253 sectoral and thematic funds rose. Digital and technology funds led (+10.0%); infra and FMCG lagged (−10.2%).
Fund ReturnsSectorsWhich mutual funds own Infosys? 494 do, October 2026
20 Oct 2026
494 Direct Growth mutual funds hold Infosys, at an average 2.69% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors121 NSE indices: only Nifty Media is at its 52-week high
19 Oct 2026
On 16 October 2026 one of 121 NSE equity indices closed at a 52-week high. The median is 9.3% below, small caps 4.8% below and Nifty FMCG 21.4% below.
Market RecapSectorsNifty Bank vs Nifty 50: ten years, six leads, wild swings
19 Oct 2026
Nifty Bank beat the Nifty 50 in six of ten years since 2017, by up to 16.8 points, and lagged by up to 17.7. Over the decade it is 12.1% a year to 11.2%.
SectorsMarket Recap
Nifty Energy vs Nifty Metal: eleven years of swings
19 Oct 2026
Nifty Energy beat Nifty Metal in 6 of 14 periods since 2013: 11.6% a year against 10.9%. Every year compared, plus valuations today.
SectorsMarket Recap
Who owns Reliance Industries? 563 mutual funds, October 2026
19 Oct 2026
563 Direct Growth mutual funds hold Reliance Industries, at an average 3.81% of the portfolio. The ten biggest holders, by category, and who added or trimmed.
Portfolio HoldingsSectors
Nifty FMCG vs Nifty Auto: the yearly scorecard since 2013
18 Oct 2026
Nifty FMCG beat Nifty Auto in 6 of 14 periods since 2013: 8.1% a year against 12.9%. Every year compared, plus valuations today.
SectorsMarket RecapNifty IT vs Nifty Pharma: who won each year since 2013
18 Oct 2026
Nifty IT beat Nifty Pharma in 6 of 14 periods since 2013: 12.9% a year against 11.1%. Every year compared, plus valuations today.
SectorsMarket Recap
Portfolio look-through: the stocks you own through funds
16 Oct 2026
Five funds can mean 178 stocks and a fifth of your money in banks. How the Allocation tab unwraps every fund's holdings, with a hypothetical portfolio.
How-To GuidesPortfolio HoldingsSectorsThe best and worst NSE index in every year since 2013
14 Oct 2026
Last year's best NSE index finished in the bottom third the next year in 7 of 13 cases, and last in two. Winners and losers for 2013 to 2026, from NSE's data.
Market RecapSectors