In 2025, sector-specific and thematic investments outperformed benchmark indices like Sensex and Nifty, which saw gains of 4.5% and 5.6% respectively. Several NSE indices, including Defence, Capital Markets, Auto, Bank, Metal, and India Consumption, surged between 7% and 19%. While most indices showed a mix of performers, the Nifty IT index lagged, contrasting with the Nifty Bank index’s strong performance.
Goldman Sachs’ India bets: 8 stocks rally up to 85% in CY26; one new addition
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG