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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.

Relative Rotation Graph

Every NSE sector plotted against the Nifty 50 — how strong it is (RS-Ratio) and whether that strength is building or fading (RS-Momentum). Drop into a sector to see which industries inside it are actually carrying the move.

Showing the graph as it stood on 2026-09-04 — the positions traders were actually looking at then, not hindsight. Back to today →

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Nothing selected — the graph is empty. Tick an industry above, or show all industries.

LEADINGWEAKENINGLAGGINGIMPROVING96.898.4100101.6103.296.398.2100101.8103.7RS-Ratio → relative strength vs Nifty 50 (100 = benchmark)RS-Momentum → rate of changeStock Exchanges & Ratings — Leading (RS-Ratio 102.08, RS-Momentum 101.67)Stock Exchanges & RatingsPayment Infrastructure — Leading (RS-Ratio 101.99, RS-Momentum 102.14)Payment InfrastructureHome Financing — Leading (RS-Ratio 101.51, RS-Momentum 101.32)Home FinancingInvestment Banking & Brokerage — Leading (RS-Ratio 100.91, RS-Momentum 100.07)Investment Banking & BrokeragePrivate Banks — Leading (RS-Ratio 100.88, RS-Momentum 100.63)Private BanksSpecialized Finance — Improving (RS-Ratio 99.25, RS-Momentum 102.24)Specialized FinanceDiversified Financials — Weakening (RS-Ratio 101.85, RS-Momentum 99.32)Diversified FinancialsInsurance — Weakening (RS-Ratio 100.8, RS-Momentum 99.86)InsuranceConsumer Finance — Weakening (RS-Ratio 100.45, RS-Momentum 99.18)Consumer FinancePublic Banks — Weakening (RS-Ratio 100.43, RS-Momentum 99.33)Public BanksAsset Management — Weakening (RS-Ratio 100.39, RS-Momentum 98.16)Asset Management
Each dot is an industry; the trail behind it is the last 8 weeks, one point per week. Rotation normally runs clockwise: Improving → Leading → Weakening → Lagging. Use the chips above to isolate industries — the axes stay fixed so positions remain comparable.
NSE industries by RRG quadrant, with where each one sat 1, 2 and 3 months earlier, RS-Ratio and RS-Momentum
IndustryNow1M2M3MRS-RatioRS-Mom8w return
Stock Exchanges & RatingsLeadingGGW102.08101.67+4.4%
Payment InfrastructureLeadingWGG101.99102.14-0.2%
Home FinancingLeadingIWL101.51101.32-1.1%
Investment Banking & BrokerageLeadingGWL100.91100.07-2%
Private BanksLeadingGWL100.88100.63-3.7%
Specialized FinanceImprovingGGI99.25102.24-4.6%
Diversified FinancialsWeakeningLWW101.8599.32+1.1%
InsuranceWeakeningGGG100.8099.86-0.2%
Consumer FinanceWeakeningLWG100.4599.18+1.5%
Public BanksWeakeningLGI100.4399.33+0.5%
Asset ManagementWeakeningIGG100.3998.16-0.3%

L Leading · I Improving · W Weakening · G Lagging. Read the three history columns left to right to see the path: a run of I → L is a rotation being confirmed, L → W is one running out of road.

Benchmark: Nifty 50. Computed from 269 trading sessions, latest 2026-09-11. Updated after each end-of-day run. Thin industries without continuous history are left out rather than drawn from gaps.

How to read this

The horizontal axis is relative strength against the Nifty 50 — right of centre means the group is beating the index. The vertical axis is the momentum of that strength — above centre means the lead is still building. Both are measured against the group's own recent range rather than a fixed scale, so a position just past centre is a real move, not a rounding error.

Read the quadrant and the direction of travel, not the absolute distance. Groups normally rotate clockwise — Improving → Leading → Weakening → Lagging — and a tail curling back toward the centre is the earliest sign a run is ending. The most useful reading is a disagreement: something sitting in Leading with a tail already bending down is late, whatever the headline says.