The year 2025 illustrated how important stock picking becomes if an investor intends to beat the index.
Sensex and Nifty gained 9% and 10.5%, respectively, in 2025, underperforming Asian peers and global market indices. Media, realty and IT sectors fell the most among the sectoral indices, dropping in the range of 12-20 percent during the year.
However, PSU Banks, metal and auto sectors emerged as the best performing indices in 2025, rising 23-30%.
Shriram Finance, Maruti Suzuki, Eicher Motors, Hindalco Industries, SBI Life and Bajaj Finance were the top Nifty gainers this year. 31 Nifty stocks gave positive returns, with gains ranging from 1-72%.
Three Nifty stocks gained more than 50% and eight Nifty stocks gained more than 30%.
L&T Finance, Aditya Birla Capital, RBL Bank, Laurus, MCX, Muthoot were among top midcap gainers while Hindustan Copper was the top smallcap gainer.
The Nifty Midcap 100 index rose nearly 6% in 2025 while the Nifty Smallcap 100 index fell 5.6%. Rupee depreciated 5% in 2025 against US Dollar and is the worst performing Asian currency.
With trading coming to an end for Indian stock markets in 2025, here's a look at how various Indian largecap stocks fared in a year that was marked by volatility.
Eicher Motors posts best year since 2014
Royal Enfield motorcycle maker Eicher Motors' posted its best year since 2014 by rising over 50% in 2025. On December 31, the stock closed 1.7% higher at Rs 7,314.
In September, government lowered the GST on various categories of cars and motorcycles, which helped the stock's rally in 2025.
GST cuts and supportive fiscal, monetary policy will be tailwinds the stock, said analysts.
In Q2, Royal Enfield's overseas shipments, typically more profitable than domestic sales, jumped 55.1%, helped by expansions into newer geographies this year.
Eicher Motors is the third highest weighted stock on Nifty Auto index, which rose 23% this year.
TCS sees worst year since 2008
Tata Consultancy Services shares saw worst year since 2008 - the year of the great financial crisis - in 2025. TCS lost 20% in 2025, steepest since 2008's 56% tumble.
The stock is the second-biggest annual percentage loser on the Nifty IT index, which has lost 13% this year. The sector is grappling with persistently weak US client spending, record foreign outflows from IT stocks.
On December 31, the stock closed 1% lower.
LTIMindtree lone gainer among IT stocks in 2025 on strong deal wins
Shares of LTIMindtree climbed 9% this year, the lone gainer among IT stocks. Ten-member Nifty IT index is among worst-performing sector indexes of 2025, down 12.4%.
Through the year, LTIMindtreehas been an exception to the sluggish demand environment, winning two of its largest-ever deals. The stock declined 11% in 2024 and posted its biggest annual gain since 2023.
Indusind Bank lone Nifty Bank laggard in 2025
Indusind Bank is the only stock on Nifty Bank index to log a loss in 2025
The lender's stock fell nearly 10% in 2025 as against 17% rise in Bank Nifty.
Management changes, accounting lapses and suspected employee fraud have weighed on the stock this year. The stock hit its lowest level in 2025 after former CEO's shorter tenure extension in March.
On December 31, the stock closed 3% higher at Rs 865.5.
Tata Motors heads for worst year in three on JLR woes
Tata Motors Passenger Vehicles stock fell 18% in 2025, its worst year since 2022.
Stock traded lower for most of the year and is among four on the Nifty Auto index to post YTD loss; others being Sona BLW, Tube Investments and Balkrishna Industries.
Tata Motors' luxury unit and cash cow JLR (forms 80% of revenue) has been hit by US tariffs, cyberattack that halted production for six weeks.
Tariffs forced JLR's FY26 margin guidance cut in June, production halt prompted another cut in November. Weak demand at carmaker's domestic business also weighed.
On December 31, the stock closed 1.5% higher at Rs 367.4.
OMCs among top Nifty Energy gainers in 2025 as oil prices slide
Oil marketing cos BPCL, HPCL and IOC surged 32%, 21.1% and 22.1%, respectively, in 2025
The stocks are among top 10 gainers on 41-member Nifty Energy index, which is up 0.5% for the year.
Oil prices are set to fall more than 15% in 2025 as supply outpaced demand in a year marked by wars, higher tariffs and OPEC+ output and sanctions on Russia, Iran and Venezuela.
IOC, BPCL and HPCL shares closed 3%-6.5% higher on December 31.
Auto stocks end 2025 at record closing high
Auto stocks ended 2025 at record closing high, extending gains after GST cuts boosted demand
Fifteen-member Nifty Auto index rose 23% in 2025, with gains led by index heavyweights Maruti Suzuki, Mahindra & Mahindra, Eicher Motors and TVS Motor. The index rose 1% on December 31.
Twelve index constituents log YTD gains with Tata Motors Passenger Vehicles among three laggards.
Auto stocks fell in the first half of 2025 on US tariffs and domestic demand concerns, before recovering to record high levels as GST cuts that took effect late September boosted demand.
Bus and truck maker Ashok Leyland gains most by rising 63% this year while parts supplier Tube Investments
fell the most, down 27%.
Nifty Auto is among best performing indexes this year and outperformed blue-chip Nifty 50 index's 11% rise.
With inputs from ReutersDiscover the latest Business News, Sensex, and Nifty updates. Obtain Personal Finance insights, tax queries, and expert opinions on Moneycontrol or download the Moneycontrol App to stay updated!
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