With only three weeks left to go in 2022, we look at the biggest winners and losers in the NSE index universe. We look at the trailing one-year return as on 9th Dec 2022, as much of the performance falls in 2022.
Disclaimer: No part of this article should be considered investment advice. One year is too short a time to judge any index, but this data gives you a sense of what to expect (agony or ecstasy) while holding an index or related stocks or mutual funds.
Here are some results that caught our attention:
- Nifty IT TRI was the worst performer with a -17.1 return.
- The biggest surprise (IMO) is NIFTY Midcap150 Quality 50 – TRI with a -5.4 return. This is the 7th worst performer! Compare that with 5.45% for Nifty Midcap 150 – TRI. That is quite a gap! Although the quality index is hard to beat by active mid cap mutual funds, investors must appreciate that the quality factor has an arbitrary definition and will be subject to poor sequences of returns from time to time.
- Nifty200 Momentum 30 – TRI: -2.8%. As we had shown earlier, momentum indices suffer when there is insufficient market momentum. See: Momentum index fund: Will tactical entry/exit give better results?
- NIFTY NEXT 50 – TRI managed to stay on the right side with a 3.6% return, although still below Nifty 50 TRIs 7 %.
- Nifty100 Low Volatility 30 – TRI 6.4%. The same caution mentioned for quality factor (or any other factor) also applies here.
- Nifty100 Equal Weight – TRI 4.5% vs NIFTY 100 – TRI 6.4%
- NIFTY50 Equal Weight – TRI 9.9% vs Nifty 50 TRI 7 %. So active fund managers had some scope to beat the Nifty 50 (which heavily depends on the top few stocks).
- The top five performers are:
| NIFTY SME EMERGE – TRI | 79.5% |
| NIFTY PSU BANK – TRI | 61.4% |
| Nifty CPSE – TRI | 28.9% |
| NIFTY FMCG – TRI | 23.4% |
| NIFTY METAL – TRI | 22.7% |
| NIFTY BANK – TRI | 18.6% |
The remaining indices are tabulated below in order of decreasing returns.
| Benchmark | 1 Year |
| Nifty Growth Sectors 15 – TRI | 18.4230 |
| NIFTY500 Value 50 – TRI | 18.0466 |
| Nifty Private Bank – TRI | 17.6802 |
| NIFTY AUTO – TRI | 17.6694 |
| NIFTY PSE – TRI | 17.6047 |
| NIFTY ENERGY – TRI | 15.4126 |
| NIFTY OIL & GAS – TRI | 12.8948 |
| NIFTY Alpha Quality Value Low-Volatility 30 – TRI | 11.6906 |
| Nifty India Consumption – TRI | 11.4832 |
| Nifty Microcap 250 – TRI | 10.9935 |
| NIFTY50 Equal Weight – TRI | 9.9015 |
| NIFTY COMMODITIES – TRI | 9.6339 |
| NIFTY MNC – TRI | 8.8375 |
| Nifty100 Liquid 15 – TRI | 8.6225 |
| Nifty Infrastructure – TRI | 8.3639 |
| Nifty Dividend Opportunities 50 – TRI | 7.6259 |
| NIFTY 50 – TRI | 7.0069 |
| Nifty Financial Services – TRI | 6.8977 |
| Nifty50 Value 20 – TRI | 6.7726 |
| Nifty High Beta 50 – TRI | 6.6062 |
| NIFTY 100 – TRI | 6.3818 |
| Nifty100 Low Volatility 30 – TRI | 6.3601 |
| NIFTY 200 – TRI | 6.3111 |
| Nifty Low Volatility 50 – TRI | 6.1199 |
| NIFTY LargeMidcap 250 – TRI | 5.9964 |
| NIFTY 500 – TRI | 5.8280 |
| Nifty Midcap 100 – TRI | 5.6423 |
| NIFTY Quality Low-Volatility 30 – TRI | 5.5715 |
| Nifty Midcap 150 – TRI | 5.5102 |
| Nifty Midcap 50 – TRI | 5.0650 |
| Nifty Midcap Liquid 15 – TRI | 4.8792 |
| Nifty500 Multicap 50:25:25 – TRI | 4.7415 |
| Nifty Mahindra Group – TRI | 4.5634 |
| Nifty100 Equal Weight – TRI | 4.4792 |
| Nifty100 ESG Sector Leaders – TRI | 4.2532 |
| NIFTY Alpha Low-Volatility 30 – TRI | 4.1082 |
| Nifty MidSmallcap 400 – TRI | 3.9153 |
| NIFTY100 Quality 30 – TRI | 3.8010 |
| NIFTY NEXT 50 – TRI | 3.6021 |
| Nifty Services Sector – TRI | 3.5853 |
| NIFTY Financial Services 25/50 – TRI | 3.5845 |
| Nifty Shariah 25 – TRI | 3.5777 |
| NIFTY Alpha Quality Low-Volatility 30 – TRI | 2.2322 |
| NIFTY100 Alpha 30 – TRI | 1.7918 |
| Nifty500 Shariah – TRI | 1.5456 |
| NIFTY200 Quality 30 – TRI | 1.5110 |
| Nifty Smallcap 250 – TRI | 0.3673 |
| NIFTY100 Enhanced ESG – TRI | 0.0079 |
| NIFTY100 ESG – TRI | -0.1121 |
| Nifty50 Shariah – TRI | -2.7275 |
| Nifty200 Momentum 30 – TRI | -2.7756 |
| Nifty Aditya Birla Group – TRI | -3.0124 |
| Nifty Tata Group 25% Cap – TRI | -3.4593 |
| Nifty Tata Group – TRI | -3.6709 |
| Nifty Healthcare Index – TRI | -4.0757 |
| NIFTY PHARMA – TRI | -4.2646 |
| NIFTY Midcap150 Quality 50 – TRI | -5.4379 |
| Nifty Alpha 50 – TRI | -8.2512 |
| Nifty Smallcap 100 – TRI | -9.6641 |
| NIFTY MEDIA – TRI | -10.6051 |
| NIFTY REALTY – TRI | -11.5607 |
| Nifty Smallcap 50 – TRI | -14.8910 |
| NIFTY IT – TRI | -17.1179 |
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