Nifty has rallied more than 2000 points over the last year, driven mainly by five heavyweight stocks—Reliance Industries, HDFC Bank, ICICI Bank, Bajaj Finance, and Infosys—which collectively fueled investor confidence amid economic recovery and robust earnings.
India’s benchmark Nifty 50 has surged over 2000 points in the past year, led by a handful of dominant stocks that have delivered strong earnings growth and sustained investor interest.
Reliance Industries Limited remains the largest contributor, supported by its diversification into retail, telecom, and energy sectors, powering its market capitalization and index weightage.
HDFC Bank and ICICI Bank follow closely, driving financial sector momentum with strong credit growth and improving asset quality.
Bajaj Finance tops the non-banking financial sector with significant loan disbursements and expanding consumer credit portfolio.
Tech giant Infosys has been a key contributor from the IT sector with expanding global contracts and digital transformation projects.
This concentrated rally highlights reliance on quality blue-chip stocks amid broad market recovery and stability. Healthy foreign institutional investment inflows and improving macroeconomic indicators have further bolstered market sentiment.
Key Highlights
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Nifty 50 gained 2000+ points over the last year on robust earnings and economic optimism
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Reliance Industries leads with diversified sector strength and highest market cap
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HDFC Bank and ICICI Bank sustain financial sector growth via credit expansion
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Bajaj Finance drives NBFC segment with strong consumer and SME lending growth
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Infosys anchors IT sector rally with strategic digital transformation deals
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Foreign institutional investors and retail participation underpin market highs
Source: CNBC TV18, Economic Times, Moneycontrol, NSE India