New Delhi, July 9 -- Since the start of the US-Iran conflict in February, sectoral performance in the Indian stock market has been sharply divided. While some sectors have rallied, others have struggled.

According to Kotak Mutual Fund's latest report, the Nifty India Defence Index gained 18.7%, while the Nifty Capital Market Index rose 16.8% between 24 February and 30 June 2026.

In contrast, the Nifty IT Index declined 12.5% since the start of the US-Iran conflict.

With tensions between the US and Iran escalating once again, here's what experts believe investors should do.

"Sectors like defence, pharma, energy, oil and gas upstream have delivered positive performance due to potential expectations of higher defence spending and elevate...