Festive tailwinds put auto, FMCG among 9 sectors on smallcase managers’ radar for Navratri 2025 - High-conviction sectors in spotlight

As India steps into its high-energy festive season, buoyed by robust consumption trends, policy tailwinds, and structural growth drivers, attention is turning to sectors ranging from auto components and FMCG to defence and clean energy. In 2025, the country’s Navratri economy is gaining significant traction, with e-commerce festive sales projected to touch Rs 1.2 lakh crore, marking a 27% year-on-year surge.UPI transactions surpassed 20 billion in August, while MSME festive credit demand is expected to climb 35–40% to Rs 3.45 lakh crore. In this environment, investment managers on smallcase have spotlighted nine key sectors poised to benefit from the confluence of festive sentiment, policy reforms, and long-term growth opportunities. High-conviction sectors in spotlight