CASE STUDY: 2022 — FLAT SAAL, 97 POINT KA SECTOR SPREAD
Nifty +4.33% band hua. PSU Bank +70.7% par tha aur IT -26.0% par
Published by The Retail Trader · DEC 31, 2022 · Case Studies
2022 ko index ke hisaab se ek boring saal kaha jayega — Nifty +4.33%. Sector level par ye poore dataset ke sabse dramatic saalon mein se ek tha, jismein sabse acche aur sabse bure sector ke beech 96.7 percentage point ka farq tha.
POORA BOARD
Calendar year 2022:
• PSU Bank — +70.7%
• Metal — +21.8%
• Bank Nifty — +21.2%
• FMCG — +17.5%
• Sensex — +4.4%
• Nifty 50 — +4.3%
• Midcap 100 — +3.5%
• Nifty 500 — +3.0%
• Media — -10.2%
• Realty — -10.8%
• Pharma — -11.4%
• IT — -26.0%
Chaar sectors double-digit positive, chaar double-digit negative, aur saare indices 3-4% ke aaspaas. Index ne poore saal lagbhag kuch nahi kiya kyunki uske andar ki cheezein ek doosre ko kaat rahi thi.
IT KA PALATWAR
IT 2021 mein +59.6% ke saath doosra sabse accha sector tha. 2022 mein wo -26.0% ke saath sabse kharab ban gaya. Ek saal mein 85.6 point ka swing.
Aur PSU Bank uska ulta: 2021 mein +44.4% (chautha) se 2022 mein +70.7% (pehla). Ye un kam maamlon mein se hai jahan koi sector do saal lagataar top-4 mein raha — par leader phir bhi badal gaya, jo hamare rotation study ke pattern ke andar hi hai.
EK SAAL KA RETURN KAAFI NAHI BATATA
Agar aapne sirf Nifty ka 2022 ka number dekha — +4.33% — to aapko lagega ki kuch nahi hua. Us saal ke andar ek IT-heavy portfolio ne chauthai gawaya aur ek PSU-bank-heavy portfolio ne 70% kamaya.
Yehi wajah hai ki har report mein sector breakdown hai. 'Market kaisa raha' ka jawab 2022 mein baarah alag jawab tha, aur unmein se kaunsa aapka tha, ye aapke holdings ne decide kiya, index ne nahi.
Is article ke saare aankde The Retail Trader ke apne daily index database se compute kiye gaye hain, 24 July 2026 tak. Past performance future ka koi indication nahi hai, aur ye analysis sirf educational hai — koi buy ya sell recommendation nahi.