Market Outlook Report by WhiteOak Capital Mutual Fund
Markets and Market Cap Performance:
BSE Sensex EPS Growth - Last 5 Years Trend (as on 30th September 2025)

Valuations:
Small Cap Segment: Valuation Perspective Historical References

Sectors & Factors:
Winners Rotate: Yearly Factor Leadership

Winners Rotate: Yearly Sectoral Leadership

Lasting Themes – Financial Services, IT & Healthcare:
Financial Services: Relative Performance Analysis - (5 Years Rolling Return Analysis for Nifty Financial Services TRI vs Nifty 50 TRI)

Healthcare: Wealth Creation over the Long Term But

Healthcare: Wealth Creation over the Long Term … with Low Correlation with Broader Market Indices

IT Services: Wealth Creation over the Long Term


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