Every year, on the day of the budget, the share market shows considerable movement. For example, in 2007, every sector fell with the exception of Tobacco. The same happened in 2009 as well. But in 2010, every sector except Tobacco rose.
Similarly, almost every banking stock fell in 2012 with the notable exception of HDFC, whereas in 2010, almost every banking stock rose. Tobacco (which is dominated by ITC) has grown on every budget day since 2004, except in 2010 and 2013. On the other hand, Media & Entertainment has shrunk in every budget, except in 2011 and 2012.
In this visualisation, you can explore the market's reaction on every budget day from 2004 to 2014. The size of the box represents the market cap of the company or sector on the morning of the budget. The colour represents the growth or shrinkage on the day of the budget.