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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 2026-07-15 — 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.

LEADINGWEAKENINGLAGGINGIMPROVING95.797.9100102.1104.396.398.2100101.8103.7RS-Ratio → relative strength vs Nifty 50 (100 = benchmark)RS-Momentum → rate of changePayment Infrastructure — Leading (RS-Ratio 103.1, RS-Momentum 101.6)Payment InfrastructureInvestment Banking & Brokerage — Leading (RS-Ratio 102.6, RS-Momentum 101.23)Investment Banking & BrokerageStock Exchanges & Ratings — Improving (RS-Ratio 99.35, RS-Momentum 100.97)Stock Exchanges & RatingsHome Financing — Weakening (RS-Ratio 101.72, RS-Momentum 98.65)Home FinancingPrivate Banks — Weakening (RS-Ratio 101.26, RS-Momentum 99.97)Private BanksConsumer Finance — Weakening (RS-Ratio 101.24, RS-Momentum 98.79)Consumer FinanceDiversified Financials — Weakening (RS-Ratio 101.2, RS-Momentum 99.1)Diversified FinancialsInsurance — Weakening (RS-Ratio 100.04, RS-Momentum 99.56)InsurancePublic Banks — Lagging (RS-Ratio 99.91, RS-Momentum 99.26)Public BanksAsset Management — Lagging (RS-Ratio 99.71, RS-Momentum 98.55)Asset ManagementSpecialized Finance — Lagging (RS-Ratio 98.15, RS-Momentum 99.53)Specialized Finance
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
Payment InfrastructureLeadingIII103.10101.60+7%
Investment Banking & BrokerageLeadingLWL102.60101.23+9.4%
Stock Exchanges & RatingsImprovingLLL99.35100.97-7.7%
Home FinancingWeakeningLWW101.7298.65+7%
Private BanksWeakeningLIL101.2699.97+5.6%
Consumer FinanceWeakeningLWL101.2498.79+7.9%
Diversified FinancialsWeakeningLWL101.2099.10+8.9%
InsuranceWeakeningILL100.0499.56-9.3%
Public BanksLaggingLGI99.9199.26+2.5%
Asset ManagementLaggingGWL99.7198.55-1.4%
Specialized FinanceLaggingIWW98.1599.53-4.7%

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.