BSE Broad and Sector Indices Returns 31Mar2022
(Update 30Jun2022 with new information is available at the end of this blog post)
This is an update of an earlier blog published on 02Jan2022. The data here show how the broad and sector indices of BSE Limited have performed on an annual and trailing basis as of 31Mar2022.
Table 1: Trailing Returns - BSE Indices - year-to-date (YTD) to 10-year returns 31Mar2022 >
Please click on the table for a better view >
BSE Sensex has delivered an annualised return of 12.9 per cent in the past 10 years, whereas BSE Mid-cap and Small-cap indices have provided superior returns as mid- and small-cap stocks have done better in calendar years 2021 and 2020. The annual returns can be observed from data in Table 2 below.
The table above shows the volatile nature of stock indices on a trailing basis. The trailing returns are influenced more by the returns in recent years.
When you look at BSE Metal and BSE Power indices performance, they show a decent annualised five-year return of 13.9 and 12.3 per cent respectively. This is a bit deceptive--to understand the inherent volatility of these indices, you should look at the annual returns presented in table 2 below.
Of the sector indices, BSE Info Tech has delivered the best returns on a 10-year basis, with a CAGR (compounded annual growth rate) of 19.6 per cent.
Table 2: Annual Returns - BSE Indices - 2014 to 2022 - 31Mar2022 >
Please click on the table for a better view >
The cyclical nature of sectors and broad indices can be observed from the above table 2.
What the foreign investors get in terms of dollar returns can be gauged from the BSE Dollex 30 index returns presented in table 2. The returns are influenced by the appreciation or depreciation of the Indian rupee versus the US dollar.
Table 3: BSE AllCap Index and its sector representation >
Indian indices are dominated by finance, info tech, Oil & Gas, FMCG (consumer goods) and healthcare stocks. These five sectors have got almost two-thirds share in the BSE AllCap index as at the end of March 2022, as shown above.
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Related blog
BSE Broad and Sector Indices Market Cap
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Additional Data >
BSE Broad Indices values as on 31Mar2022
BSE Sector Indices values as on 31Mar2022
P.S.: Update with new images with info as at close of 30Jun2022
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Disclosure: I've vested interested in Indian stocks and other investments. It's safe to assume I've interest in the financial instruments / products discussed, if any.
Disclaimer: The analysis and opinion provided here are only for information purposes and should not be construed as investment advice. Investors should consult their own financial advisers before making any investments. The author is a CFA Charterholder with a vested interest in financial markets.
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