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1710637PublishedVol 9 · Issue 3

A Comparative Study On Risk and Return of NSE Sectoral Indices with NIFTY 50 As Benchmark

Sanath Spencer S Dr. Charithra C M

Subject area: Management and Commerce  ·  Area of research: Nifty 50

DOI: https://doi.org/10.64388/IREV9I3-1710637-1129

Abstract

This study examines the comparative performance of major NSE sectoral indices with reference to the NIFTY 50 benchmark. The objective is to analyze sector-specific risk-return dynamics, measure volatility, and evaluate risk-adjusted performance through ratios such as Sharpe, Sortino, and CAPM-based beta and alpha. The study also incorporates tracking error, information ratio, and correlation matrices to assess diversification benefits. Results reveal that sectoral indices behave differently across economic cycles, with defensive sectors such as FMCG and Pharma showing resilience, while cyclical sectors like Auto and Metal exhibit high volatility but potentially higher returns during expansions. The findings contribute to investor decision-making, portfolio diversification, and strategic allocation.

Keywords

NIFTY 50, NSE Sectoral Indices, Risk-Return Analysis, Sharpe Ratio, CAPM, Portfolio Diversification

How to cite this paper

Sanath Spencer S, Dr. Charithra C M "A Comparative Study On Risk and Return of NSE Sectoral Indices with NIFTY 50 As Benchmark" Iconic Research And Engineering Journals Volume 9 Issue 3 2025 Page 783-786 https://doi.org/10.64388/IREV9I3-1710637-1129
Sanath Spencer S, Dr. Charithra C M "A Comparative Study On Risk and Return of NSE Sectoral Indices with NIFTY 50 As Benchmark" Iconic Research And Engineering Journals, vol. 9, no. 3, Sep. 2025, doi: https://doi.org/10.64388/IREV9I3-1710637-1129
Sanath Spencer S, Dr. Charithra C M (2025). A Comparative Study On Risk and Return of NSE Sectoral Indices with NIFTY 50 As Benchmark. Iconic Research And Engineering Journals, 9(3). doi: https://doi.org/10.64388/IREV9I3-1710637-1129
Sanath Spencer S, Dr. Charithra C M "A Comparative Study On Risk and Return of NSE Sectoral Indices with NIFTY 50 As Benchmark" Iconic Research And Engineering Journals, vol. 9, no. 3, Sep. 2025. Crossref, https://doi.org/10.64388/IREV9I3-1710637-1129
@article{1710637,
      author = {Sanath Spencer S, Dr. Charithra C M},
      title = {A Comparative Study On Risk and Return of NSE Sectoral Indices with NIFTY 50 As Benchmark},
      journal = {Iconic Research And Engineering Journals},
      year = {2025},
      volume = {9},
      number = {3},
      pages = {783-786},
      issn = {2456-8880},
      url = {https://www.irejournals.com/formatedpaper/1710637.pdf},
      abstract = {This study examines the comparative performance of major NSE sectoral indices with reference to the NIFTY 50 benchmark. The objective is to analyze sector-specific risk-return dynamics, measure volatility, and evaluate risk-adjusted performance through ratios such as Sharpe, Sortino, and CAPM-based beta and alpha. The study also incorporates tracking error, information ratio, and correlation matrices to assess diversification benefits. Results reveal that sectoral indices behave differently across economic cycles, with defensive sectors such as FMCG and Pharma showing resilience, while cyclical sectors like Auto and Metal exhibit high volatility but potentially higher returns during expansions. The findings contribute to investor decision-making, portfolio diversification, and strategic allocation.},
      keywords = {NIFTY 50, NSE Sectoral Indices, Risk-Return Analysis, Sharpe Ratio, CAPM, Portfolio Diversification},
      month = {September},
      doi = {https://doi.org/10.64388/IREV9I3-1710637-1129}
  }