Sector rotation
Where the money is going.
Leadership trends, sector and industry stage mix, the full heatmap, and the multi-year history — one place to decide which pockets deserve your attention.
Industry rotation tracker
Leadership concentrates in a few industries before it shows at the sector level — narrow broad themes into the groups doing the work.
Best rotation
Heavy Machinery
Industrials · 23.6% 1M
Highest Stage 2 mix
Three Wheelers
100.0% in Stage 2
Weakest group
Building Products - Glass
-12.1% 1M · 0.0% Stage 2
Tracked industries
120
Top rows shown in the table below
How to use it
When a sector looks strong, check whether the lift is broad or being carried by just one or two industries. Prioritise setups inside the industries with rising returns, healthy Stage 2 participation, and the strongest leader list. Click any column header to sort.
Swipe for full table →
| Industry ↕ | Sector ↕ | Δ Rank ↕ | 20d Δ S2 ↓ | % Stage 2 ↕ | 1M ↕ | 3M ↕ | 6M ↕ | YTD ↕ | % Accel S2 ↕ | Members ↕ | Leaders | Laggards |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Mining - Copper | Materials | ↑↑+112 | +100.0pp | 100.0% | 6.9% | -3.8% | -6.8% | 29.0% | 100% | 1 | ||
| Animation | Consumer Discretionary | ↓-1 | +100.0pp | 100.0% | 0.1% | 25.7% | 7.2% | 30.2% | 0% | 1 | ||
| Theatres | Communication Services | ↓-2 | +100.0pp | 100.0% | 6.8% | 22.4% | 17.0% | 15.4% | 0% | 1 | ||
| Stock Exchanges & Ratings | Financials | ↑↑+61 | +57.1pp | 71.4% | 5.1% | 2.4% | 22.6% | 26.6% | 40% | 7 | ||
| Sugar | Consumer Staples | ↑↑+5 | +53.6pp | 71.4% | 18.4% | 17.0% | 25.7% | 17.9% | 75% | 28 | ||
| Water Management | Utilities | ↑+1 | +50.0pp | 100.0% | -3.1% | 22.4% | 42.4% | 32.7% | 0% | 4 | ||
| Retail - Speciality | Consumer Discretionary | ↑↑+15 | +50.0pp | 83.3% | 16.8% | 26.0% | 35.4% | 40.2% | 20% | 6 | ||
| Oil & Gas - Equipment & Services | Energy | ↑↑+12 | +37.5pp | 75.0% | 18.3% | 19.5% | 50.3% | 43.2% | 67% | 8 | ||
| Radio | Communication Services | ↓-3 | +33.3pp | 33.3% | -3.8% | -0.8% | -1.0% | -8.4% | 0% | 3 | ||
| Online Services | Communication Services | ↑↑+16 | +31.6pp | 36.8% | 9.0% | 24.4% | 20.8% | 2.1% | 29% | 19 | ||
| Trucks & Buses | Industrials | ↓-2 | +25.0pp | 50.0% | 4.4% | 18.5% | -3.5% | 7.7% | 0% | 4 | ||
| Power Trading & Consultancy | Utilities | ↑+1 | +25.0pp | 25.0% | 4.0% | 7.5% | 19.8% | 24.8% | 100% | 4 | ||
| Wood Products | Materials | → | +23.8pp | 57.1% | -4.9% | 1.0% | 3.1% | -7.2% | 25% | 7 | ||
| Batteries | Industrials | ↓-4 | +20.0pp | 60.0% | -3.7% | 0.5% | 15.0% | 3.1% | 0% | 5 | ||
| Building Products - Prefab Structures | Industrials | ↓-1 | +20.0pp | 40.0% | -9.7% | 4.0% | 0.5% | -26.0% | 0% | 5 | ||
| Tour & Travel Services | Consumer Discretionary | ↓-1 | +20.0pp | 40.0% | 6.2% | 28.8% | 19.9% | -3.1% | 0% | 5 | ||
| Alcoholic Beverages | Consumer Staples | ↓-3 | +16.7pp | 25.0% | 0.0% | 17.0% | 18.1% | 9.6% | 33% | 12 | ||
| Cable & D2H | Communication Services | ↓-2 | +16.7pp | 16.7% | -0.5% | -1.4% | -3.6% | -20.6% | 100% | 6 | ||
| Plastic Products | Materials | ↓-3 | +15.8pp | 42.1% | 0.5% | 5.0% | -3.0% | 6.4% | 13% | 19 | ||
| Packaging | Materials | ↓-3 | +15.5pp | 58.3% | 14.3% | 32.7% | 37.1% | 33.3% | 29% | 24 | ||
| Packaged Foods & Meats | Consumer Staples | ↑↑+16 | +14.3pp | 46.4% | 3.6% | -4.6% | -3.5% | -4.4% | 38% | 28 | ||
| Oil & Gas - Storage & Transportation | Energy | → | +14.3pp | 28.6% | -0.1% | 30.4% | 4.4% | 14.9% | 0% | 7 | ||
| Rail | Industrials | ↓↓-35 | +13.3pp | 33.3% | 4.9% | 8.1% | 12.7% | 4.6% | 50% | 6 | ||
| Diversified Chemicals | Materials | ↑+1 | +12.5pp | 37.5% | -0.6% | 5.8% | 5.4% | 1.6% | 0% | 16 | ||
| Retail - Department Stores | Consumer Discretionary | → | +12.5pp | 25.0% | -0.4% | -3.1% | 2.7% | 1.8% | 0% | 8 | ||
| Precious Metals, Jewellery & Watches | Consumer Discretionary | ↑↑+9 | +12.2pp | 52.9% | 4.6% | 30.0% | 25.7% | 30.8% | 11% | 35 | ||
| Insurance | Financials | ↑↑+17 | +11.9pp | 33.3% | -1.5% | 4.1% | -24.2% | -23.3% | 0% | 15 | ||
| Heavy Machinery | Industrials | ↑↑+37 | +11.9pp | 28.6% | 23.6% | 44.0% | 57.0% | 84.1% | 0% | 7 | ||
| Home Electronics & Appliances | Consumer Discretionary | ↑↑+14 | +11.4pp | 36.4% | 4.0% | 10.2% | 9.3% | 5.2% | 25% | 22 | ||
| Paper Products | Materials | ↓-1 | +11.3pp | 20.0% | 1.2% | 7.5% | 14.1% | 8.7% | 0% | 25 | ||
| Building Products - Ceramics | Industrials | ↑+2 | +10.0pp | 50.0% | 1.5% | 7.7% | 26.4% | 17.7% | 40% | 10 | ||
| Outsourced services | Information Technology | ↓-4 | +10.0pp | 20.0% | -2.2% | 7.7% | 9.7% | -20.4% | 0% | 10 | ||
| Packaged Foods | Consumer Staples | ↑↑+13 | +10.0pp | 10.0% | -0.1% | -5.1% | -15.1% | -18.0% | 100% | 10 | ||
| Theme Parks & Gaming | Consumer Discretionary | → | +8.3pp | 33.3% | 10.5% | 27.8% | 29.2% | 35.9% | 0% | 6 | ||
| Fertilizers & Agro Chemicals | Materials | ↑↑+11 | +8.0pp | 20.4% | -3.6% | -4.2% | -3.3% | -14.9% | 22% | 44 | ||
| Hotels, Resorts & Cruise Lines | Consumer Discretionary | ↑+4 | +7.8pp | 18.2% | 0.5% | 9.5% | 3.0% | -4.8% | 0% | 33 | ||
| Tea & Coffee | Consumer Staples | ↑+1 | +7.7pp | 38.5% | -3.4% | -7.4% | -9.5% | -9.5% | 20% | 13 | ||
| Commodity Chemicals | Materials | ↑+1 | +6.1pp | 50.0% | 4.6% | 8.7% | 36.9% | 37.3% | 18% | 66 | ||
| Specialized Finance | Financials | ↑+2 | +5.3pp | 42.1% | -7.8% | -6.0% | -9.0% | -8.8% | 13% | 19 | ||
| Cement | Materials | ↑↑+8 | +4.6pp | 22.2% | -1.7% | 1.3% | -5.6% | -2.1% | 0% | 36 | ||
| FMCG - Foods | Consumer Staples | ↑+2 | +4.3pp | 34.8% | 1.9% | 6.5% | 7.4% | 5.9% | 13% | 23 | ||
| Gas Distribution | Utilities | ↑+1 | +4.2pp | 37.5% | -6.2% | -3.5% | 3.5% | 0.1% | 33% | 8 | ||
| Apparel & Accessories | Consumer Discretionary | ↓↓-6 | +3.8pp | 27.5% | -1.6% | 4.4% | 14.5% | 9.5% | 0% | 40 | ||
| Asset Management | Financials | ↑+1 | +3.7pp | 34.5% | 0.5% | 0.7% | 0.3% | 5.7% | 0% | 29 | ||
| IT Services & Consulting | Information Technology | ↑+1 | +2.9pp | 23.2% | 1.1% | -1.2% | -0.2% | -21.8% | 26% | 82 | ||
| Health Care Equipment & Supplies | Health Care | ↓-1 | +2.5pp | 40.0% | -3.2% | 14.4% | 25.1% | 0.0% | 0% | 10 | ||
| Agro Products | Consumer Staples | ↑+4 | +2.1pp | 17.9% | 2.1% | -5.1% | -1.8% | -3.3% | 40% | 28 | ||
| Consumer Finance | Financials | ↑+3 | +1.6pp | 47.7% | -2.4% | 15.5% | 3.1% | 2.8% | 0% | 44 | ||
| Real Estate | Real Estate | ↑↑+9 | +0.5pp | 26.5% | 1.0% | 14.8% | 11.8% | 1.3% | 15% | 104 | ||
| Pharmaceuticals | Health Care | ↓-3 | +0.3pp | 51.7% | 2.9% | 14.1% | 27.8% | 26.3% | 13% | 120 | ||
| Three Wheelers | Consumer Discretionary | ↓-2 | 0.0pp | 100.0% | -5.6% | 2.2% | 2.8% | 10.8% | 0% | 1 | ||
| Metals - Lead | Materials | ↑+4 | 0.0pp | 100.0% | 11.4% | 10.8% | 14.0% | -2.4% | 0% | 1 | ||
| Paints | Materials | ↓-2 | 0.0pp | 60.0% | -3.3% | -0.7% | 9.0% | -6.4% | 0% | 5 | ||
| Restaurants & Cafes | Consumer Discretionary | → | 0.0pp | 55.6% | 18.7% | 24.8% | 14.8% | 10.7% | 40% | 9 | ||
| Communication & Networking | Information Technology | ↑↑+20 | 0.0pp | 55.6% | -4.2% | 11.3% | 41.6% | 32.1% | 20% | 9 | ||
| Cables | Industrials | ↓↓-11 | 0.0pp | 54.5% | 11.5% | 18.0% | 42.8% | 42.9% | 50% | 11 | ||
| Wellness Services | Consumer Discretionary | ↑+4 | 0.0pp | 50.0% | 4.9% | 29.8% | 33.6% | 35.8% | 0% | 2 | ||
| Airlines | Industrials | ↓-1 | 0.0pp | 50.0% | 1.2% | 17.2% | 7.9% | 1.5% | 0% | 2 | ||
| Building Products - Laminates | Industrials | ↑+1 | 0.0pp | 50.0% | -5.0% | 6.3% | 4.3% | -5.1% | 0% | 4 | ||
| Two Wheelers | Consumer Discretionary | ↑+3 | 0.0pp | 42.9% | 6.2% | 25.0% | 28.8% | 32.5% | 0% | 7 | ||
| Tires & Rubber | Consumer Discretionary | ↓↓-12 | 0.0pp | 38.5% | -1.0% | 7.9% | -6.7% | -8.8% | 20% | 13 | ||
| Ports | Industrials | → | 0.0pp | 33.3% | -3.2% | -5.7% | 29.1% | 18.6% | 0% | 3 | ||
| Labs & Life Sciences Services | Health Care | ↑+1 | 0.0pp | 33.3% | 16.6% | 40.8% | 47.1% | 39.8% | 0% | 6 | ||
| Shipbuilding | Industrials | ↓-2 | 0.0pp | 33.3% | 3.8% | 4.9% | 12.1% | 54.2% | 0% | 6 | ||
| Employment Services | Industrials | ↑+3 | 0.0pp | 33.3% | 10.8% | 52.1% | 68.2% | 56.9% | 0% | 3 | ||
| Building Products - Pipes | Industrials | ↓↓-15 | 0.0pp | 30.4% | 14.5% | 14.0% | 12.1% | 23.1% | 43% | 23 | ||
| Power Infrastructure | Utilities | ↑+1 | 0.0pp | 28.6% | -10.6% | -6.0% | 10.1% | 7.2% | 100% | 7 | ||
| Housewares | Consumer Discretionary | ↓-1 | 0.0pp | 25.0% | -5.7% | 2.9% | 2.3% | -11.5% | 0% | 4 | ||
| Oil & Gas - Refining & Marketing | Energy | ↓-3 | 0.0pp | 25.0% | -2.0% | -1.3% | -11.4% | -16.5% | 0% | 8 | ||
| Publishing | Communication Services | → | 0.0pp | 25.0% | -1.2% | 12.6% | 20.6% | 3.4% | 0% | 12 | ||
| Commodities Trading | Industrials | ↓↓-19 | 0.0pp | 21.4% | -4.5% | -2.7% | 21.6% | 22.1% | 0% | 14 | ||
| Payment Infrastructure | Financials | ↓-4 | 0.0pp | 20.0% | -1.5% | 9.4% | -10.2% | -19.6% | 0% | 5 | ||
| Public Banks | Financials | ↓↓-21 | 0.0pp | 16.7% | 2.9% | 7.5% | -12.9% | 5.7% | 0% | 12 | ||
| Renewable Energy Equipment & Services | Industrials | ↓↓-15 | 0.0pp | 14.3% | 1.6% | -4.0% | 16.9% | 11.9% | 0% | 14 | ||
| Roads | Industrials | ↑+1 | 0.0pp | 14.3% | -0.9% | -4.4% | -6.4% | -13.6% | 0% | 7 | ||
| Building Products - Glass | Industrials | — | 0.0pp | 0.0% | -12.1% | -32.4% | -10.7% | -32.2% | — | 2 | ||
| Metals - Coke | Materials | — | 0.0pp | 0.0% | -2.9% | -5.3% | -1.4% | -6.0% | — | 1 | ||
| Tractors | Industrials | — | 0.0pp | 0.0% | -2.7% | 6.0% | -15.1% | -18.3% | — | 3 | ||
| Agricultural & Farm Machinery | Industrials | ↑↑+5 | 0.0pp | 0.0% | -1.0% | 4.2% | -12.4% | -21.6% | — | 6 | ||
| FMCG - Household Products | Consumer Staples | — | 0.0pp | 0.0% | -6.1% | -5.9% | -16.6% | -15.4% | — | 6 | ||
| Renewable Energy | Utilities | ↑+1 | -1.0pp | 9.5% | -5.7% | -7.6% | 4.9% | -0.1% | 0% | 21 | ||
| Business Support Services | Industrials | ↑↑+8 | -1.9pp | 45.5% | 7.7% | 15.2% | 21.2% | 7.9% | 20% | 22 | ||
| Diversified Financials | Financials | ↑+1 | -2.1pp | 33.3% | 4.8% | 14.0% | 20.8% | 9.0% | 18% | 33 | ||
| Home Furnishing | Consumer Discretionary | ↑+1 | -2.7pp | 27.3% | -3.4% | 9.8% | 5.7% | 4.9% | 0% | 11 | ||
| Education Services | Consumer Discretionary | ↑↑+14 | -3.3pp | 34.8% | -5.6% | 8.9% | 15.4% | -10.1% | 13% | 23 | ||
| Metals - Diversified | Materials | ↑↑+17 | -3.6pp | 25.0% | 0.3% | -16.6% | -36.1% | -31.5% | 25% | 16 | ||
| Electronic Equipments | Information Technology | → | -3.8pp | 55.0% | 5.9% | 6.4% | 23.7% | 29.4% | 27% | 20 | ||
| Construction & Engineering | Industrials | ↓↓-6 | -3.9pp | 25.0% | 0.4% | -0.0% | -0.2% | -0.8% | 14% | 88 | ||
| Specialty Chemicals | Materials | ↑+4 | -3.9pp | 46.1% | 8.5% | 22.5% | 34.3% | 26.7% | 12% | 89 | ||
| Electrical Components & Equipments | Industrials | ↑↑+6 | -4.3pp | 41.9% | 8.4% | 14.6% | 34.6% | 42.3% | 33% | 43 | ||
| Logistics | Industrials | ↑+1 | -4.5pp | 37.0% | -4.0% | 11.4% | 15.9% | 11.0% | 0% | 46 | ||
| Building Products - Others | Industrials | ↓-1 | -4.8pp | 28.6% | 11.5% | 29.3% | 63.4% | 110.9% | 0% | 7 | ||
| Textiles | Consumer Discretionary | ↓↓-15 | -5.7pp | 32.8% | 5.8% | 13.2% | 23.5% | 18.2% | 14% | 129 | ||
| Oil & Gas - Exploration & Production | Energy | → | -6.7pp | 33.3% | -2.2% | -9.6% | -11.3% | 5.7% | 50% | 6 | ||
| Industrial Machinery | Industrials | → | -7.2pp | 41.6% | 3.3% | 8.1% | 25.3% | 30.9% | 31% | 101 | ||
| Investment Banking & Brokerage | Financials | ↑↑+9 | -7.7pp | 21.9% | -1.6% | 4.1% | 5.3% | -5.5% | 7% | 64 | ||
| Footwear | Consumer Discretionary | ↓-1 | -8.3pp | 25.0% | -8.8% | -3.3% | -9.0% | -19.3% | 0% | 12 | ||
| Metals - Aluminium | Materials | ↓-3 | -8.6pp | 20.0% | 2.5% | -11.4% | 10.4% | 21.2% | 100% | 10 | ||
| FMCG - Personal Products | Consumer Staples | ↓-1 | -9.1pp | 27.3% | -6.1% | 5.1% | 7.9% | 10.3% | 0% | 11 | ||
| Iron & Steel | Materials | ↓↓-15 | -9.8pp | 32.5% | 3.0% | 1.3% | 17.5% | 26.7% | 27% | 80 | ||
| Retail - Apparel | Consumer Discretionary | ↓-3 | -10.0pp | 20.0% | -4.9% | -27.1% | -22.7% | -28.8% | 0% | 10 | ||
| Private Banks | Financials | ↓-4 | -11.1pp | 63.0% | 0.7% | 7.9% | -4.5% | -3.5% | 0% | 27 | ||
| Heavy Electrical Equipments | Industrials | ↓↓-27 | -11.1pp | 27.8% | 3.5% | -0.1% | 34.3% | 48.9% | 20% | 18 | ||
| Advertising | Communication Services | ↓↓-6 | -11.1pp | 0.0% | -0.2% | 3.8% | -9.4% | -10.2% | — | 10 | ||
| Telecom Equipments | Communication Services | ↓↓-16 | -11.1pp | 44.4% | 20.7% | 17.0% | 206.3% | 284.8% | 75% | 9 | ||
| Movies & TV Serials | Communication Services | ↓-4 | -11.9pp | 16.7% | -4.4% | -0.5% | 18.8% | 14.8% | 0% | 18 | ||
| Auto Parts | Consumer Discretionary | ↓↓-7 | -12.5pp | 53.3% | 9.3% | 16.3% | 22.2% | 25.5% | 8% | 90 | ||
| Home Financing | Financials | → | -12.7pp | 27.3% | 3.0% | 6.0% | 14.9% | 15.2% | 0% | 11 | ||
| Environmental Services | Industrials | ↓-3 | -13.3pp | 20.0% | -10.0% | -3.8% | -14.4% | -23.6% | 0% | 5 | ||
| Software Services | Information Technology | ↓↓-5 | -13.3pp | 20.0% | 5.5% | 3.7% | 33.5% | 6.1% | 11% | 45 | ||
| TV Channels & Broadcasters | Communication Services | — | -14.3pp | 0.0% | -10.7% | -6.8% | -11.6% | -11.4% | — | 7 | ||
| Conglomerates | Industrials | ↑+2 | -14.4pp | 5.6% | 1.6% | 0.2% | -1.8% | -10.0% | 0% | 18 | ||
| Airports | Industrials | ↓-1 | -16.7pp | 33.3% | -6.6% | -12.3% | -11.6% | -14.7% | 0% | 3 | ||
| Power Transmission & Distribution | Utilities | — | -16.7pp | 0.0% | -8.8% | -10.4% | -13.3% | -3.4% | — | 6 | ||
| Hospitals & Diagnostic Centres | Health Care | ↓↓-7 | -17.3pp | 41.9% | -1.7% | 7.0% | 12.8% | 16.5% | 0% | 31 | ||
| Power Generation | Utilities | ↑+2 | -18.9pp | 8.3% | -5.3% | -13.3% | -5.4% | 5.7% | 100% | 12 | ||
| Technology Hardware | Information Technology | ↓↓-21 | -20.0pp | 40.0% | 6.8% | 45.6% | 57.3% | 40.4% | 0% | 10 | ||
| Biotechnology | Health Care | ↑+2 | -27.0pp | 44.4% | 2.8% | 7.9% | 22.7% | 21.5% | 0% | 9 | ||
| Aerospace & Defense Equipments | Industrials | ↓↓-28 | -28.3pp | 41.7% | 4.6% | 16.4% | 36.7% | 16.1% | 20% | 12 | ||
| Dredging | Industrials | — | -100.0pp | 0.0% | -3.3% | -9.9% | 19.9% | 11.2% | — | 1 |