Only six sectors are likely to report good set of numbers in Q4 FY15.
Over the past four quarters, the Sensex companies' earnings trajectory has improved sharply because of a weak rupee.
India has more service companies, such as IT and healthcaresectors, which always trade at a premium to the overall market.
Offloading shares in ONGC, CIL, NHPC may fetch govt more than the year's target.
Higher growth, reform bets have boosted returns but leave limited room for error.