Sectoral Equity Indices & Market Analysis slide image

Sectoral Equity Indices & Market Analysis

Index Values Classification - Restricted Market Round up - October 2022 ■ Indian equity markets were steady and ended on a positive note during the month of October 2022, as S&P BSE Sensex index and Nifty 50 index closed up by 5.8% MoM and 5.4% MOM, respectively. ■ The S&P BSE Midcap index and S&P BSE Smallcap index closed up by 2.0% MoM and 1.3% MOM, respectively. ■ On the sectoral indices front, S&P BSE Bankex index and S&P BSE Capital Goods index, were top two outperformers with a gain of 7.3% MoM and 6.6% MOM, respectively. The S&P BSE Consumer Durable index moved up by 0.4% MoM whereas, S&P BSE FMCG index declined marginally by 0.3% MOM, were the top two underperformers. During the month of October 2022, Foreign Portfolio Investors (FPIs) were net buyers to the tune of Rs 84 bn and Domestic Institutional Investors (DIIs) were net buyers to the tune of ~Rs.63 bn (as of 30 October 2022). 500 -500 -1500 -2500 Equity Indices Performance - October 2022 70000 65,000 7.0 5.8 65000 55,000 45,000 35,000 25,000 6.0 60000 5.0 2.0 1.3 4.0 4.0 5.4 4.7 3.0 Change % 55000 15,000 2.0 5,000 1.0 S&P BSE Sensex Levels 50000 45000 40000 35000 -5,000 0.0 S&P BSE Nifty 50 Sensex S&P BSE S&P BSE Midcap Small Cap S&P BSE S&P BSE 30000 100 500 25000 31-Oct-22 30-Sep-22 -Chg % Source: Bloomberg 21 Confidential/Restricted Mar-18 Aug-18 Jan-19 1500 1011 528 Trend for Equity Investments by FPIs and Dlls (Rs Bn) FPIs Dlls CY19 Source: SEBI, NSDL (*DIls data as of 17 Oct'22) Jun-19 Nov-19 CY20 1703 -541 CY21 725 258 BSE Sensex Price Earning (PE) 1 year forward Mar-20 Aug-20 HDFC BANK RESEARCH Classification - Restricted HDFC BANK We understand your world Aug-22 Source: Bloomberg -1619 CY22* 23x -21x 19x 17x 1763
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