BROAD EXPANSION · 73% confidence
58% above 50-DMA · healthy
-₹1,04,667 Cr · 21 days · HEAVY SELLING
Sector & Breadth
Banking Leads When FIIs Sell. IT Leads When They Return. Here is the Full Pattern.
The Sector-Regime Playbook
Every market regime has a sector playbook. These patterns emerge from 11 years of Nifty sector data and the way institutional money behaves in different market conditions. Banking leads during Narrow Leadership because DII buying concentrates in large-cap private banks. IT leads during recovery because FIIs return to their preferred large-cap growth names. Pharma leads during panic because it is the ultimate defensive sector — people need medicines regardless of market conditions.
The Complete Matrix
| Regime | Sector Leaders | Laggards | Why |
|---|---|---|---|
| Broad Expansion | Banks, Auto, Realty | None — broad | All sectors participate. Cyclicals benefit most from growth. |
| Narrow Leadership | Banks, Large-cap Financials | Metals, Energy, Realty | DII buying concentrates in perceived safety. FII-heavy sectors sold. |
| Defensive | Pharma, FMCG, IT Services | Banks, Auto, Realty | Capital preservation mode. Low-beta, high-quality names preferred. |
| Panic / Risk-Off | Pharma, FMCG, Gold | Everything else | Everything sells. Defensives sell less. Gold benefits from fear. |
| Recovery Transition | Banks first, Auto second | Defensives give back | First movers in recovery. Defensive rotation unwinds as risk appetite returns. |
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