Though the index has gone down by 15% in 2015 but there are few sectors which did very well.
Picking up average of top performing 4-6 microcap and small cap in each sectors of the I get returns which look roughly like this. It’s true each sector will have winners and losers but I kind of follow this instead of traditional index because as a value picker you are supposed to spot atleast some of these.
Sugar = 70%(only due to a recent surge in October)
LVC&HVC = 70%
Glass = 90%
Packaging = 90%
Aquaculture= 100%
Cable= 100%
Shipping = 100%
Dyes & Pigments = 130%
Ceramic/Marble/Granite/Sanitare= 140%
Telecom Infrastructure = 150%
Jewelley = 160%
IT Hardware = 170%
Textile/cotton spinning= 200%
Breweries = 200 %
Plastic = 200 %
Rice = 200%
Pharma = 400%
Few disappointing sectors of 2015 in-spite of doing well in 2014:
Courier ang logistics
Auto Ancillaries
Castings & Forgings
2-weelers
HomeLoan
Cement
Construction
Paints & Varnishes
agrochemical
Few sectors I feel are likely to do well in 2016:
agrochemical
construction
cement
HomeLoan
LVC&HVC
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