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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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LEADINGWEAKENINGLAGGINGIMPROVING96.198.1100101.9103.995.897.9100102.1104.2RS-Ratio → relative strength vs Nifty 50 (100 = benchmark)RS-Momentum → rate of changeIndustrial Machinery — Leading (RS-Ratio 101.89, RS-Momentum 101.38)Industrial MachineryBuilding Products - Ceramics — Leading (RS-Ratio 101.31, RS-Momentum 101.44)Building Products - CeramicsAgricultural & Farm Machinery — Leading (RS-Ratio 101.11, RS-Momentum 101.27)Agricultural & Farm MachineryConstruction & Engineering — Leading (RS-Ratio 100.86, RS-Momentum 100.29)Construction & EngineeringEnvironmental Services — Leading (RS-Ratio 100.3, RS-Momentum 101.51)Environmental ServicesRoads — Leading (RS-Ratio 100.17, RS-Momentum 100.15)RoadsAirports — Improving (RS-Ratio 99.9, RS-Momentum 100.42)AirportsBuilding Products - Prefab Structures — Improving (RS-Ratio 99.32, RS-Momentum 100.89)Building Products - Prefab StructuresBuilding Products - Granite — Improving (RS-Ratio 98.94, RS-Momentum 101.43)Building Products - GraniteBuilding Products - Laminates — Improving (RS-Ratio 98.79, RS-Momentum 101.45)Building Products - LaminatesStationery — Improving (RS-Ratio 98.55, RS-Momentum 101.55)StationeryAirlines — Improving (RS-Ratio 97.89, RS-Momentum 100.62)AirlinesBuilding Products - Pipes — Weakening (RS-Ratio 101.91, RS-Momentum 98.58)Building Products - PipesRail — Weakening (RS-Ratio 101.78, RS-Momentum 99.7)RailBusiness Support Services — Weakening (RS-Ratio 101.67, RS-Momentum 99.87)Business Support ServicesBuilding Products - Others — Weakening (RS-Ratio 101.46, RS-Momentum 99.27)Building Products - OthersHeavy Machinery — Weakening (RS-Ratio 101.26, RS-Momentum 99.19)Heavy MachineryEmployment Services — Weakening (RS-Ratio 101.19, RS-Momentum 98.26)Employment ServicesShipbuilding — Weakening (RS-Ratio 100.92, RS-Momentum 99.21)ShipbuildingAerospace & Defense Equipments — Weakening (RS-Ratio 100.89, RS-Momentum 99.52)Aerospace & Defense EquipmentsElectrical Components & Equipments — Weakening (RS-Ratio 100.57, RS-Momentum 99.17)Electrical Components & EquipmentsTrucks & Buses — Weakening (RS-Ratio 100.47, RS-Momentum 99.3)Trucks & BusesDredging — Weakening (RS-Ratio 100.44, RS-Momentum 99.45)DredgingConglomerates — Weakening (RS-Ratio 100.43, RS-Momentum 99.48)ConglomeratesHeavy Electrical Equipments — Weakening (RS-Ratio 100.31, RS-Momentum 99.58)Heavy Electrical EquipmentsPorts — Weakening (RS-Ratio 100.22, RS-Momentum 99.73)PortsLogistics — Weakening (RS-Ratio 100.16, RS-Momentum 99.7)LogisticsRenewable Energy Equipment & Services — Lagging (RS-Ratio 99.59, RS-Momentum 99.07)Renewable Energy Equipment & ServicesCables — Lagging (RS-Ratio 99.53, RS-Momentum 98.99)CablesCommodities Trading — Lagging (RS-Ratio 99.4, RS-Momentum 99.83)Commodities TradingTractors — Lagging (RS-Ratio 99.32, RS-Momentum 98.95)TractorsBuilding Products - Glass — Lagging (RS-Ratio 99.03, RS-Momentum 99.87)Building Products - GlassBatteries — Lagging (RS-Ratio 98.79, RS-Momentum 99.55)Batteries
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
Industrial MachineryLeadingIWL101.89101.38+2.1%
Building Products - CeramicsLeadingGWL101.31101.44-0.6%
Agricultural & Farm MachineryLeadingIGG101.11101.27-1.6%
Construction & EngineeringLeadingIGL100.86100.29+0.1%
Environmental ServicesLeadingGWG100.30101.51-7.2%
RoadsLeadingIGW100.17100.15+1.5%
AirportsImprovingIWL99.90100.42+0.4%
Building Products - Prefab StructuresImprovingGWI99.32100.89-7.8%
Building Products - GraniteImprovingIWW98.94101.43-18.3%
Building Products - LaminatesImprovingLWW98.79101.45-4.8%
StationeryImprovingWWG98.55101.55-4.9%
AirlinesImprovingLWW97.89100.62-5.2%
Building Products - PipesWeakeningGGL101.9198.58+15.1%
RailWeakeningLGL101.7899.70+8.9%
Business Support ServicesWeakeningLWL101.6799.87+8.5%
Building Products - OthersWeakeningWLW101.4699.27+23.3%
Heavy MachineryWeakeningLWG101.2699.19+21.7%
Employment ServicesWeakeningWLL101.1998.26+8.9%
ShipbuildingWeakeningLGI100.9299.21+6.1%
Aerospace & Defense EquipmentsWeakeningLWL100.8999.52+8.8%
Electrical Components & EquipmentsWeakeningLGL100.5799.17+8.3%
Trucks & BusesWeakeningLWI100.4799.30+6.9%
DredgingWeakeningIGW100.4499.45+8.4%
ConglomeratesWeakeningLGW100.4399.48+4%
Heavy Electrical EquipmentsWeakeningIGW100.3199.58-0.8%
PortsWeakeningIGL100.2299.73-5.9%
LogisticsWeakeningLWL100.1699.70+0.2%
Renewable Energy Equipment & ServicesLaggingIGL99.5999.07-6%
CablesLaggingLGL99.5398.99+4.7%
Commodities TradingLaggingILL99.4099.83-6.4%
TractorsLaggingLWI99.3298.95-0.2%
Building Products - GlassLaggingIIW99.0399.87-25.1%
BatteriesLaggingLLL98.7999.55-3.5%

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.