BANGALORE: Budget 2015-2016 was like a make-or-break from finance minister Arun Jaitley on February 2015. Sensex surged over 6 per cent in January alone, led by strong buying by foreign institutional investors, which have poured in close to 21,000 crore in the Indian markets in the same period.

Budget announcement was also a make-or break time for the investor trying to figure out this bull run. Budget planners are optimistic about India becoming Asia's third-largest economy on a path for growth of 7 per cent to 8 per cent over the next two years.

If you are an investor and need to keep track of the growth story being scripted by the finance minister the move on as there are  five sectors that are likely to benefit from pro-growth Budget 2015:

1. Banking

The Union Budget for 2015-16 Can be considered as a main trigger for the banking space now. Bold reforms by the government and recapitalization of PSU banks are likely to bring interest back in these stocks along with ease in monetary policy.

"I do not think anyone was really as aggressive as we were on our interest rate calls. So therefore, the banking sector is a sector which has emerged as a real winner and we think that will continue. So that will continue to play out," said Andrew Holland, CEO, Ambit Investment Advisors in Economic Times. According to independent analyst, Anand Tandon PSU banks has benefited with lower interest rate cycle. Investors can look at PSU banks as a structural investment call.