Sectors
Which sectors mutual funds are adding to and trimming, and how sector and thematic funds have returned.
Auto stocks in mutual funds: 9.8% of equity money
07 Oct 2026
Equity funds held ₹3,65,094 crore in Indian vehicle and auto-parts makers on the latest disclosures, 9.84% of their shares. Mahindra & Mahindra led.
Portfolio HoldingsSectors
Nifty Consumer Durables P/E at 59.1: earnings caught up
07 Oct 2026
Nifty Consumer Durables closed at a P/E of 59.05 on 6 October 2026, down from 93.75 at its 2024 peak, as earnings rose about 32% and the price fell 17%.
Market ValuationsSectors
CPSE and PSE P/Es at 11.9 and 10.5, half the Nifty 50's
07 Oct 2026
On 6 October 2026 Nifty CPSE traded at a P/E of 11.89 and Nifty PSE at 10.52, against 19.49 for the Nifty 50. Both are 19–20% below their August 2024 highs.
Market ValuationsSectors
Nifty Energy P/E at 14.6: earnings have slipped since June
07 Oct 2026
Nifty Energy closed at a P/E of 14.61 on 6 October 2026, above its median since 2021. The index is up 4.5% this year, but its earnings have eased since June.
Market ValuationsSectors
Nifty Financial Services P/E at 15.3: a six-session low
07 Oct 2026
Nifty Financial Services closed at a P/E of 15.29 on 6 October 2026. Only six sessions since March 2021 were lower, five of them in the last week.
Market ValuationsSectors
Nifty Infrastructure P/E at 22.0: book up, earnings down
07 Oct 2026
Nifty Infrastructure closed at a P/E of 22.00 on 6 October 2026, near its median since 2021, while its P/B of 2.61 was lower than on all but 73 sessions.
Market ValuationsSectors
Nifty Media P/E at 41.4: earnings recovered, then slipped
07 Oct 2026
Nifty Media closed at a P/E of 41.37 on 6 October 2026. NSE published no P/E for it on 855 of 1,363 sessions since 2021; it has been readable since June 2025.
Market ValuationsSectorsNifty Private Bank P/E at 16.7: cheap on book, not earnings
07 Oct 2026
Nifty Private Bank closed at a P/E of 16.74 on 6 October 2026, below its 17.98 median, while its P/B of 1.94 was lower than on all but 9 sessions since 2021.
Market ValuationsSectors
REITs & InvITs index: 9.6% a year, yield not included
07 Oct 2026
From 12 April 2023 the Nifty REITs & InvITs index rose 9.6% a year in price against 7.3% for the Nifty 50, and its worst fall was 7.8% to the Nifty's 15.8%.
Investing StrategySectors
Nifty Metal P/E at 16.4: profits up 46% in a year
06 Oct 2026
Nifty Metal closed at a P/E of 16.39 on 5 October 2026, below its 18.74 median since 2021, even though the index is up 23.8% in a year. Profits rose faster.
Market ValuationsSectors
Nifty Pharma P/E at 40.4: near its highest since 2021
06 Oct 2026
Nifty Pharma closed at a P/E of 40.40 on 5 October 2026, higher than on 1,310 of 1,362 sessions since March 2021, while the Nifty 50 is down 13.7% this year.
Market ValuationsSectorsNifty Realty P/E at 35.6: 27% off peak, profits up 16%
06 Oct 2026
Nifty Realty closed at a P/E of 35.56 on 5 October 2026, below its 45.81 median since 2022. The index is 27% under its 2024 record as earnings kept rising.
Market ValuationsSectorsPSU banks vs private banks: level after nine years
06 Oct 2026
From the end of 2016 to October 2026 the Nifty PSU Bank index rose 2.69 times and the Nifty Private Bank 2.66 times. Private led to 2020, PSU banks since.
SectorsMarket ValuationsManufacturing funds beat infrastructure funds by 6 points
05 Oct 2026
In the year to 1 October 2026 the median manufacturing fund returned 10.44% and the median infrastructure fund 4.13%. Five industrial themes compared.
SectorsFund ReturnsNifty Auto P/E at 29.5: mid-range, but P/B near a low
05 Oct 2026
Nifty Auto closed at a P/E of 29.50 on 1 October 2026, close to its median since 2022, while its P/B of 3.97 was lower on only one session since 2021.
Market ValuationsSectorsNifty FMCG P/E at 30.4: the lowest since 2021
05 Oct 2026
Nifty FMCG closed at a P/E of 30.37 on 1 October 2026, lower than on any of the 1,361 sessions since March 2021. The index is 34% below its 2024 peak.
Market ValuationsSectors
Nifty IT P/E at 17.8: below the Nifty 50
05 Oct 2026
Nifty IT closed at a P/E of 17.80 on 1 October 2026, under the Nifty 50's 19.19. Only 5 of 1,361 sessions since 2021 were lower.
Market ValuationsSectorsSector indices in Q3 2026: IT and pharma up, FMCG down
04 Oct 2026
From 30 June to 30 September 2026 Nifty Media rose 7.1% and Nifty IT 5.3%; Nifty FMCG fell 8.8% and Nifty Energy 7.8%. Fifteen sector indices ranked.
Market RecapSectorsSector funds in Q3 2026: technology and pharma led
04 Oct 2026
Of 251 sectoral and thematic funds, 66 gained in the three months to 1 October 2026. Technology funds led (median +3.69%), banking funds trailed (-6.30%).
SectorsFund ReturnsPharma and healthcare funds: all 17 are up over the year
02 Oct 2026
All 17 pharma and healthcare funds with a one-year record gained in the year to 1 October 2026; the median made 17.50%. Best, worst, 3 and 5-year returns.
Fund ReturnsSectors